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Regions Financial

688 hedge funds and large institutions have $6.41B invested in Regions Financial in 2020 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 224 increasing their positions, 274 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.45% more ownership

Funds ownership: 72.09%74.53% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less call options, than puts

Call options by funds: $28M | Put options by funds: $28.9M

9% less funds holding

Funds holding: 757688 (-69)

18% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 274

46% less capital invested

Capital invested by funds: $11.9B → $6.41B (-$5.53B)

47% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 130

Holders
688
Holders Change
-69
Holders Change %
-9.11%
% of All Funds
15.16%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
69
Increased
224
Reduced
274
Closed
130
Calls
$28M
Puts
$28.9M
Net Calls
-$938K
Net Calls Change
-$31M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$50.2M +$30.2M +2,152,588 +56%
Pzena Investment Management
27
Pzena Investment Management
New York
$49.2M -$184K -13,163 -0.2%
Nordea Investment Management
28
Nordea Investment Management
Sweden
$48.7M +$8.03M +573,015 +12%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$46.1M +$13.2M +940,803 +22%
Charles Schwab
30
Charles Schwab
California
$45.5M -$17.6M -1,253,745 -20%
Manulife (Manufacturers Life Insurance)
31
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$43.5M -$3.08M -219,873 -4%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$42.9M +$9.23M +659,256 +16%
UBS AM
33
UBS AM
Illinois
$42.2M +$5.18M +369,727 +9%
N
34
Nuveen
North Carolina
$39.5M -$20.5M -1,465,522 -25%
Victory Capital Management
35
Victory Capital Management
Texas
$35.1M +$22.3M +1,590,311 +68%
Arrowstreet Capital
36
Arrowstreet Capital
Massachusetts
$34.9M +$15.8M +1,129,534 +41%
Lazard Asset Management
37
Lazard Asset Management
New York
$33.2M -$5.77M -412,245 -10%
RFC
38
Regions Financial Corp
Alabama
$29.9M -$10.9K -777 -0%
Janus Henderson Group
39
Janus Henderson Group
United Kingdom
$29.6M -$85.3K -6,093 -0.2%
Morgan Stanley
40
Morgan Stanley
New York
$29.3M -$9.97M -711,932 -18%
Deutsche Bank
41
Deutsche Bank
Germany
$25.4M +$8.16M +582,710 +26%
RJA
42
Raymond James & Associates
Florida
$24.5M -$35.5M -2,535,284 -48%
BCM
43
Bridgeway Capital Management
Texas
$23.7M -$14M -1,000,510 -28%
Retirement Systems of Alabama
44
Retirement Systems of Alabama
Alabama
$22.7M +$3.03M +216,500 +9%
PAM
45
Panagora Asset Management
Massachusetts
$22.3M -$19.9M -1,420,001 -36%
OSAM
46
O'Shaughnessy Asset Management
Connecticut
$20.3M -$11.4M -816,316 -26%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$19.9M -$2.95M -210,831 -9%
AllianceBernstein
48
AllianceBernstein
Tennessee
$19.8M +$4.77M +340,804 +18%
Allianz Asset Management
49
Allianz Asset Management
Germany
$19.7M +$1.85M +131,917 +6%
First Trust Advisors
50
First Trust Advisors
Illinois
$19.4M -$6M -428,194 -17%

RF Hedge Fund Activity: Q1 2020 in Review

688 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q1 2020, worth a combined $6.41B — down 46% from $11.9B a quarter earlier.

Sellers outnumbered buyers: 130 funds closed out of RF and 69 opened new positions — a net loss of 61 holders — while 274 trimmed existing stakes and 224 added.

The largest buyer was Capital World Investors, opening a new position worth an estimated $451M. The largest seller was BlackRock, cutting an estimated $177M.

  • 688 institutional investors held Regions Financial (RF) as of Q1 2020, down from 757 in Q4 2019.
  • Funds reported $6.41B of Regions Financial stock for Q1 2020, down 46% quarter-over-quarter.
  • 69 funds opened new Regions Financial positions in Q1 2020 and 130 closed out, a net change of -61 holders.
  • The largest Regions Financial buyer in Q1 2020 was Capital World Investors, an estimated $451M added.
  • The largest Regions Financial seller in Q1 2020 was BlackRock, an estimated $177M sold.

Based on aggregated 13F filings for Q1 2020.