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Regions Financial

561 hedge funds and large institutions have $10B invested in Regions Financial in 2013 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 184 increasing their positions, 220 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 36

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

10% more capital invested

Capital invested by funds: $9.12B → $10B (+$912M)

7% more funds holding

Funds holding: 524561 (+37)

1.02% more ownership

Funds ownership: 70.85%71.87% (+1%)

16% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 220

34% less call options, than puts

Call options by funds: $23.9M | Put options by funds: $36.3M

Holders
561
Holders Change
+37
Holders Change %
+7.06%
% of All Funds
16.28%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
77
Increased
184
Reduced
220
Closed
36
Calls
$23.9M
Puts
$36.3M
Net Calls
-$12.4M
Net Calls Change
+$2.45M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
501
ETrade Capital Management
Virginia
$106K -$1.92K -199 -2%
CFA
502
Carroll Financial Associates
North Carolina
$106K +$1.58K +164 +2%
Fuller & Thaler Asset Management
503
Fuller & Thaler Asset Management
California
$105K
WTNA
504
Wilmington Trust National Association
Delaware
$102K -$266K -27,631 -73%
DG
505
Davidson & Garrard
Virginia
$102K -$9.63K -1,000 -9%
CDH
506
Charles D. Hyman
$102K -$6.68K -694 -6%
CBU
507
CIBC Bank USA
Illinois
$99K
TH
508
TCTC Holdings
Texas
$99K
BCM
509
Blume Capital Management
California
$99K +$96.3K +10,000 New
ECM
510
Estabrook Capital Management
New York
$91.1K
Robeco Institutional Asset Management
511
Robeco Institutional Asset Management
Netherlands
$85K -$25K -2,600 -23%
GLI
512
Guardian Life Insurance
New York
$78K -$87.5K -9,091 -54%
AAM
513
Advisors Asset Management
Colorado
$77K -$4.82K -500 -6%
IMS
514
Index Management Solutions
Pennsylvania
$76K +$16.9K +1,756 +30%
Envestnet Asset Management
515
Envestnet Asset Management
Illinois
$72K -$898K -93,253 -93%
HFM
516
Hartford Financial Management
Connecticut
$66K
MFS
517
MSI Financial Services
Massachusetts
$64K -$81K -8,416 -57%
OIA
518
Optimum Investment Advisors
Illinois
$64K
SAMC
519
Shinko Asset Management Company
Japan
$63K -$9.34K -970 -13%
CRCP
520
Copper Rock Capital Partners
Massachusetts
$59K
KT
521
Kanaly Trust
Texas
$59K +$57.6K +5,977 New
KPCM
522
Kings Point Capital Management
New York
$52K -$68.4K -7,100 -58%
S
523
SignatureFD
Georgia
$47K
CA
524
CapWealth Advisors
Tennessee
$44K +$29 +3 +0.1%
Manulife (Manufacturers Life Insurance)
525
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$40.7K +$1.5M +155,733 +4%

RF Hedge Fund Activity: Q4 2013 in Review

561 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q4 2013, worth a combined $10B — up 10% from $9.12B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new RF positions and 36 closed out — a net gain of 41 holders — while 184 added to existing stakes and 220 trimmed.

The largest buyer was Bank of Nova Scotia, adding an estimated $67M. The largest seller was AJO LP, exiting entirely with an estimated $84.3M sold.

  • 561 institutional investors held Regions Financial (RF) as of Q4 2013, up from 524 in Q3 2013.
  • Funds reported $10B of Regions Financial stock for Q4 2013, up 10% quarter-over-quarter.
  • 77 funds opened new Regions Financial positions in Q4 2013 and 36 closed out, a net change of +41 holders.
  • The largest Regions Financial buyer in Q4 2013 was Bank of Nova Scotia, an estimated $67M added.
  • The largest Regions Financial seller in Q4 2013 was AJO LP, an estimated $84.3M sold.

Based on aggregated 13F filings for Q4 2013.