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Regions Financial

561 hedge funds and large institutions have $11B invested in Regions Financial in 2014 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 167 increasing their positions, 233 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 47

11% more capital invested

Capital invested by funds: $9.9B → $11B (+$1.08B)

3% more funds holding

Funds holding: 545561 (+16)

3% more call options, than puts

Call options by funds: $38.8M | Put options by funds: $37.5M

0.01% less ownership

Funds ownership: 71.8%71.78% (-0.01%)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

28% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 233

Holders
561
Holders Change
+16
Holders Change %
+2.94%
% of All Funds
14.96%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.19%
New
73
Increased
167
Reduced
233
Closed
47
Calls
$38.8M
Puts
$37.5M
Net Calls
+$1.28M
Net Calls Change
+$8.71M
Name Holding Trade Value Shares
Change
Change in
Stake
IMS
501
Index Management Solutions
Pennsylvania
$68K -$152K -15,200 -70%
CFA
502
Carroll Financial Associates
North Carolina
$68K -$30K -3,002 -28%
TRCT
503
Tower Research Capital (TRC)
New York
$68K +$51.4K +5,146 +390%
MAM
504
Mizuho Asset Management
Japan
$63K -$973K -97,370 -94%
KT
505
Kanaly Trust
Texas
$63K +$1.47K +147 +3%
MFS
506
MSI Financial Services
Massachusetts
$60K -$134K -13,455 -70%
SFWA
507
Summit Financial Wealth Advisors
Louisiana
$59K +$56.1K +5,616 New
NPC
508
National Planning Corporation
California
$58.6K +$59.3K +5,934 New
MSFP
509
Mark Sheptoff Financial Planning
Connecticut
$51K -$65.4K -6,548 -58%
S
510
SignatureFD
Georgia
$50K
Royal London Asset Management
511
Royal London Asset Management
United Kingdom
$48.6K +$1.12M +112,060 +33%
SAMC
512
Shinko Asset Management Company
Japan
$48K -$9.99K -1,000 -18%
HFM
513
Hartford Financial Management
Connecticut
$44K
PCM
514
Prelude Capital Management
New York
$37K +$35K +3,500 New
CFA
515
CT Financial Advisors
Pennsylvania
$36.4K +$34.5K +3,451 New
Manulife (Manufacturers Life Insurance)
516
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$33.7K +$890K +89,141 +3%
MCM
517
Manchester Capital Management
Vermont
$33K
GAM
518
Gemmer Asset Management
California
$30K
IC
519
Intersect Capital
California
$28K +$26.2K +2,624 New
AIM
520
Advantage Investment Management
Iowa
$27K +$25.9K +2,592 New
OIA
521
Optimum Investment Advisors
Illinois
$26K -$40K -4,000 -62%
CAW
522
Cornerstone Advisors (Washington)
Washington
$24K
HCP
523
Holt Capital Partners
Texas
$22K +$20.5K +2,050 New
FCM
524
Frontier Capital Management
Massachusetts
$21K -$5.23K -524 -21%
FPFS
525
First Personal Financial Services
North Carolina
$21K +$20.5K +2,054 New

RF Hedge Fund Activity: Q4 2014 in Review

561 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q4 2014, worth a combined $11B — up 11% from $9.9B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new RF positions and 47 closed out — a net gain of 26 holders — while 167 added to existing stakes and 233 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $167M. The largest seller was Amundi Asset Management US, cutting an estimated $67.7M.

  • 561 institutional investors held Regions Financial (RF) as of Q4 2014, up from 545 in Q3 2014.
  • Funds reported $11B of Regions Financial stock for Q4 2014, up 11% quarter-over-quarter.
  • 73 funds opened new Regions Financial positions in Q4 2014 and 47 closed out, a net change of +26 holders.
  • The largest Regions Financial buyer in Q4 2014 was JP Morgan Chase, an estimated $167M added.
  • The largest Regions Financial seller in Q4 2014 was Amundi Asset Management US, an estimated $67.7M sold.

Based on aggregated 13F filings for Q4 2014.