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Regions Financial

566 hedge funds and large institutions have $8.94B invested in Regions Financial in 2016 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 173 increasing their positions, 234 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $45.2M | Put options by funds: $23.6M

12% more capital invested

Capital invested by funds: $8B → $8.94B (+$931M)

1.87% less ownership

Funds ownership: 74.25%72.38% (-1.9%)

2% less funds holding

Funds holding: 580566 (-14)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

16% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 50

26% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 234

Holders
566
Holders Change
-14
Holders Change %
-2.41%
% of All Funds
15.1%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.19%
New
42
Increased
173
Reduced
234
Closed
50
Calls
$45.2M
Puts
$23.6M
Net Calls
+$21.7M
Net Calls Change
-$4.62M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
501
Quadrant Capital Group
Ohio
$61K
WP
502
WealthPLAN Partners
Nebraska
$58.7K -$54.5K -5,823 -50%
KKAMG
503
Kernodle & Katon Asset Management Group
Arkansas
$52K +$30.8K +3,288 +169%
AIM
504
Acrospire Investment Management
Illinois
$48K -$94.5K -10,100 -67%
GLI
505
Guardian Life Insurance
New York
$47K -$852 -91 -2%
S
506
SignatureFD
Georgia
$46K +$6.72K +718 +18%
JFA
507
JNBA Financial Advisors
Minnesota
$46K +$17.8K +1,905 +69%
DADC
508
D.A. Davidson & Co
Montana
$43K +$5.62K +600 +15%
ASN
509
Advisory Services Network
Georgia
$42K
CPP
510
Crow Point Partners
Massachusetts
$42K +$40.7K +4,345 New
HFM
511
Hartford Financial Management
Connecticut
$41K
SGAM
512
Smith Group Asset Management
Texas
$38K +$3.75K +400 +12%
PCM
513
Prelude Capital Management
New York
$37K +$23.1K +2,466 +189%
TCIM
514
TIAA CREF Investment Management
New York
$35.5K -$4.68M -499,867 -12%
SAMC
515
Shinko Asset Management Company
Japan
$33K
KLI
516
Kelman-Lazarov Inc
Tennessee
$32.7K -$2.81K -300 -8%
CFA
517
CT Financial Advisors
Pennsylvania
$32K
WA
518
WFG Advisors
Texas
$32K -$55.5K -5,925 -64%
CAW
519
Cornerstone Advisors (Washington)
Washington
$32K +$8.57K +915 +40%
NFG
520
Next Financial Group
Texas
$32K +$9.79K +1,046 +48%
WT
521
Whittier Trust
California
$30K +$103 +11 +0.4%
VCM
522
Versant Capital Management
Arizona
$29K +$608 +65 +2%
GAM
523
Gemmer Asset Management
California
$28K
ECM
524
Estabrook Capital Management
New York
$26.8K
CTC
525
Central Trust Company
Missouri
$26K -$8.1K -865 -25%

RF Hedge Fund Activity: Q3 2016 in Review

566 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q3 2016, worth a combined $8.94B — up 12% from $8B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of RF and 42 opened new positions — a net loss of 8 holders — while 234 trimmed existing stakes and 173 added.

The largest buyer was Basswood Capital Management, adding an estimated $176M. The largest seller was Fidelity Investments, cutting an estimated $283M.

  • 566 institutional investors held Regions Financial (RF) as of Q3 2016, down from 580 in Q2 2016.
  • Funds reported $8.94B of Regions Financial stock for Q3 2016, up 12% quarter-over-quarter.
  • 42 funds opened new Regions Financial positions in Q3 2016 and 50 closed out, a net change of -8 holders.
  • The largest Regions Financial buyer in Q3 2016 was Basswood Capital Management, an estimated $176M added.
  • The largest Regions Financial seller in Q3 2016 was Fidelity Investments, an estimated $283M sold.

Based on aggregated 13F filings for Q3 2016.