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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
SHWM
501
Smith & Howard Wealth Management
Georgia
$123K -$3.68K -353 -3%
CPA
502
Court Place Advisors
Maryland
$123K -$3.49K -335 -3%
CCM
503
Coldstream Capital Management
Washington
$122K
T
504
TradeWorx
New Jersey
$119K +$117K +11,234 New
SAM
505
SignalPoint Asset Management
Missouri
$118K
Carson Wealth (CWM LLC)
506
Carson Wealth (CWM LLC)
Nebraska
$115K
CAM
507
Cypress Asset Management
Texas
$113K
GIS
508
Guardian Investor Services
New York
$112K -$667 -64 -0.6%
N
509
Natixis
France
$112K +$110K +10,517 New
DG
510
Davidson & Garrard
Virginia
$110K
HHC
511
Hutchin Hill Capital
New York
$108K -$10.3M -989,800 -99%
CDH
512
Charles D. Hyman
$107K -$2.15K -206 -2%
CBU
513
CIBC Bank USA
Illinois
$106K -$4.53K -434 -4%
TH
514
TCTC Holdings
Texas
$106K
ECM
515
Estabrook Capital Management
New York
$97.9K
GLI
516
Guardian Life Insurance
New York
$86K +$3.1K +297 +4%
Envestnet Asset Management
517
Envestnet Asset Management
Illinois
$84K -$21K -2,017 -20%
AAM
518
Advisors Asset Management
Colorado
$82K +$1.04K +100 +1%
Fuller & Thaler Asset Management
519
Fuller & Thaler Asset Management
California
$74K -$63.6K -6,100 -47%
OIA
520
Optimum Investment Advisors
Illinois
$69K
CRCP
521
Copper Rock Capital Partners
Massachusetts
$64K
BFEC
522
Benjamin F. Edwards & Company
Missouri
$64K +$36.5K +3,504 +138%
W
523
Wealthfront
California
$60K +$6.72K +645 +13%
SAMC
524
Shinko Asset Management Company
Japan
$59K
PSC
525
Piper Sandler & Co
Minnesota
$58K +$57.3K +5,500 New

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.