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Regions Financial

575 hedge funds and large institutions have $10.9B invested in Regions Financial in 2014 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 210 increasing their positions, 211 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 39

1.23% more ownership

Funds ownership: 71.35%72.58% (+1.2%)

1% more funds holding

Funds holding: 570575 (+5)

0% less repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 211

2% less capital invested

Capital invested by funds: $11.2B → $10.9B (-$267M)

23% less call options, than puts

Call options by funds: $26.3M | Put options by funds: $34.4M

50% less funds holding in top 10

Funds holding in top 10: 126 (-6)

Holders
575
Holders Change
+5
Holders Change %
+0.88%
% of All Funds
16.52%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.17%
New
49
Increased
210
Reduced
211
Closed
39
Calls
$26.3M
Puts
$34.4M
Net Calls
-$8.07M
Net Calls Change
-$3.98M
Name Holding Trade Value Shares
Change
Change in
Stake
Toronto Dominion Bank
426
Toronto Dominion Bank
Ontario, Canada
$276K +$35K +3,354 +15%
MYAM
427
Meiji Yasuda Asset Management
Japan
$272K +$267K +25,565 New
WA
428
Waverly Advisors
Alabama
$268K
RIG
429
Roosevelt Investment Group
New York
$266K
CTB
430
Country Trust Bank
Illinois
$260K +$255K +24,441 New
BF
431
BOK Financial
Oklahoma
$258K -$91.8K -8,809 -27%
William Blair & Company
432
William Blair & Company
Illinois
$250K +$667 +64 +0.3%
PL
433
Plancorp LLC
Missouri
$249K -$323K -30,970 -57%
BMO
434
Beck Mack & Oliver
New York
$249K
MLL
435
Moody Lynn & Lieberson
Massachusetts
$249K
ZDA
436
Zweig-DiMenna Associates
New York
$246K +$242K +23,200 New
CB
437
Commerce Bank
Missouri
$241K -$39.4K -3,776 -14%
RAM
438
RWC Asset Management
United Kingdom
$241K +$13.6K +1,309 +6%
MC
439
Moors & Cabot
Massachusetts
$241K +$53.3K +5,109 +29%
PCM
440
Portolan Capital Management
Massachusetts
$240K
EA
441
Emerald Advisers
Pennsylvania
$234K -$773K -74,119 -77%
PPCM
442
Pillar Pacific Capital Management
California
$234K
VFS
443
VSR Financial Services
Kansas
$233K +$17.6K +1,692 +8%
LNWWM
444
Laird Norton Wetherby Wealth Management
California
$229K +$12.7K +1,218 +6%
AT
445
Arden Trust
Delaware
$224K -$2.51K -241 -1%
PFO
446
Pathstone Family Office
New Jersey
$223K
IMS
447
Index Management Solutions
Pennsylvania
$219K +$108K +10,390 +102%
NG
448
NatWest Group
United Kingdom
$214K -$52.8K -5,061 -20%
LPT
449
Legacy Private Trust
Wisconsin
$214K
FM
450
Family Management
New York
$213K

RF Hedge Fund Activity: Q2 2014 in Review

575 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q2 2014, worth a combined $10.9B — down 2.4% from $11.2B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new RF positions and 39 closed out — a net gain of 10 holders — while 210 added to existing stakes and 211 trimmed.

The largest buyer was BlackRock Advisors, adding an estimated $105M. The largest seller was Fred Alger Management, cutting an estimated $79.7M.

  • 575 institutional investors held Regions Financial (RF) as of Q2 2014, up from 570 in Q1 2014.
  • Funds reported $10.9B of Regions Financial stock for Q2 2014, down 2.4% quarter-over-quarter.
  • 49 funds opened new Regions Financial positions in Q2 2014 and 39 closed out, a net change of +10 holders.
  • The largest Regions Financial buyer in Q2 2014 was BlackRock Advisors, an estimated $105M added.
  • The largest Regions Financial seller in Q2 2014 was Fred Alger Management, an estimated $79.7M sold.

Based on aggregated 13F filings for Q2 2014.