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Regions Financial

611 hedge funds and large institutions have $13.5B invested in Regions Financial in 2017 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 226 increasing their positions, 210 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $99.5M | Put options by funds: $47.6M

8% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 210

1% more capital invested

Capital invested by funds: $13.4B → $13.5B (+$90.5M)

2% less ownership

Funds ownership: 75.94%73.94% (-2%)

5% less funds holding

Funds holding: 645611 (-34)

32% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 78

73% less funds holding in top 10

Funds holding in top 10: 113 (-8)

Holders
611
Holders Change
-34
Holders Change %
-5.27%
% of All Funds
15.23%
Holding in Top 10
3
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-72.73%
% of All Funds
0.07%
New
53
Increased
226
Reduced
210
Closed
78
Calls
$99.5M
Puts
$47.6M
Net Calls
+$51.9M
Net Calls Change
+$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
501
Independent Advisor Alliance
North Carolina
$165K +$158K +10,986 New
SWA
502
Sutton Wealth Advisors
Florida
$164K
SSP
503
Sapphire Star Partners
Washington
$160K
B
504
Brightworth
Georgia
$159K +$150K +10,421 New
American Century Companies
505
American Century Companies
Missouri
$159K +$150K +10,445 New
BFEC
506
Benjamin F. Edwards & Company
Missouri
$158K +$273 +19 +0.2%
CL
507
Choreo LLC
Illinois
$158K +$149K +10,380 New
DWT
508
Dorsey & Whitney Trust
South Dakota
$157K -$8.27K -575 -5%
IAM
509
Impax Asset Management
New Hampshire
$154K +$145K +10,094 New
SPC
510
Sigma Planning Corp
Michigan
$153K -$362K -25,146 -71%
CBU
511
CIBC Bank USA
Illinois
$152K
TH
512
TCTC Holdings
Texas
$152K
SPIA
513
Steward Partners Investment Advisory
New York
$150K -$176K -12,224 -55%
SIC
514
Salem Investment Counselors
North Carolina
$137K -$374 -26 -0.3%
Bessemer Group
515
Bessemer Group
New Jersey
$134K -$1.65M -114,430 -93%
SLF
516
Sun Life Financial
Ontario, Canada
$134K -$820 -57 -0.6%
SG Americas Securities
517
SG Americas Securities
New York
$130K -$2.04M -141,633 -94%
CTC
518
Central Trust Company
Missouri
$130K +$66.7K +4,636 +120%
CG
519
Cutler Group
California
$125K -$304K -21,158 -72%
GT
520
Glenmede Trust
Pennsylvania
$115K -$15.2K -1,054 -12%
LBG
521
Lloyds Banking Group
United Kingdom
$110K -$2.03K -141 -2%
WAM
522
Wealthspire Advisors (Maryland)
Maryland
$110K +$546 +38 +0.5%
Fifth Third Bancorp
523
Fifth Third Bancorp
Ohio
$94K +$3.57K +248 +4%
TRCT
524
Tower Research Capital (TRC)
New York
$82K +$51.5K +3,583 +199%
ASN
525
Advisory Services Network
Georgia
$81K -$2.89K -201 -4%

RF Hedge Fund Activity: Q3 2017 in Review

611 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q3 2017, worth a combined $13.5B — up 0.68% from $13.4B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of RF and 53 opened new positions — a net loss of 25 holders — while 210 trimmed existing stakes and 226 added.

The largest buyer was Jupiter Investment Management, adding an estimated $98.7M. The largest seller was Pzena Investment Management, cutting an estimated $116M.

  • 611 institutional investors held Regions Financial (RF) as of Q3 2017, down from 645 in Q2 2017.
  • Funds reported $13.5B of Regions Financial stock for Q3 2017, up 0.68% quarter-over-quarter.
  • 53 funds opened new Regions Financial positions in Q3 2017 and 78 closed out, a net change of -25 holders.
  • The largest Regions Financial buyer in Q3 2017 was Jupiter Investment Management, an estimated $98.7M added.
  • The largest Regions Financial seller in Q3 2017 was Pzena Investment Management, an estimated $116M sold.

Based on aggregated 13F filings for Q3 2017.