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Regions Financial

680 hedge funds and large institutions have $8.04B invested in Regions Financial in 2020 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 235 increasing their positions, 253 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more capital invested

Capital invested by funds: $6.41B → $8.04B (+$1.63B)

21% more call options, than puts

Call options by funds: $53M | Put options by funds: $43.8M

0.81% more ownership

Funds ownership: 74.53%75.35% (+0.81%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 81

7% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 253

1% less funds holding

Funds holding: 688680 (-8)

Holders
680
Holders Change
-8
Holders Change %
-1.16%
% of All Funds
13.94%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
77
Increased
235
Reduced
253
Closed
81
Calls
$53M
Puts
$43.8M
Net Calls
+$9.19M
Net Calls Change
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
WPC
501
Waters Parkerson & Co
Louisiana
$158K
OWA
502
One Wealth Advisors
California
$157K -$21.4K -2,013 -12%
APC
503
Aspire Private Capital
North Carolina
$155K +$32.6K +3,063 +29%
CG
504
Caprock Group
Idaho
$154K -$2.56K -241 -2%
FWCM
505
First Western Capital Management
California
$154K
SJL
506
Shayne & Jacobs LLC
Tennessee
$154K
Verition Fund Management
507
Verition Fund Management
Connecticut
$153K +$146K +13,737 New
P
508
&Partners
Tennessee
$152K -$12.3K -1,156 -8%
RCA
509
Resonant Capital Advisors
Wisconsin
$151K +$145K +13,612 New
FMII
510
Farmers & Merchants Investments Inc
Nebraska
$150K +$106 +10 +0.1%
MWM
511
Mattern Wealth Management
Kansas
$150K +$458 +43 +0.3%
WAM
512
Wolverine Asset Management
Illinois
$149K +$77.8K +7,310 +119%
CBT
513
Capital Bank & Trust
California
$148K
BB
514
Busey Bank
Illinois
$147K -$11.2K -1,054 -7%
GC
515
Garde Capital
Washington
$146K
BP
516
Ballentine Partners
Massachusetts
$143K -$1.66K -156 -1%
SCA
517
Stonebridge Capital Advisors
Minnesota
$141K
PSUF
518
People's United Financial
Connecticut
$140K -$60.6K -5,696 -31%
OC
519
Oppenheimer & Co
New York
$140K -$40.7K -3,820 -23%
DWT
520
Dorsey & Whitney Trust
South Dakota
$140K -$17.9K -1,683 -12%
LOAME
521
Lombard Odier Asset Management (Europe)
United Kingdom
$138K
WANY
522
Wealthspire Advisors (New York)
New York
$134K -$98.2K -9,228 -43%
BCI
523
Brinker Capital Investments
Pennsylvania
$134K +$20.9K +1,961 +19%
WIA
524
World Investment Advisors
California
$132K -$3.69K -347 -3%
MIM
525
Marco Investment Management
Georgia
$132K

RF Hedge Fund Activity: Q2 2020 in Review

680 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q2 2020, worth a combined $8.04B — up 25% from $6.41B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of RF and 77 opened new positions — a net loss of 4 holders — while 253 trimmed existing stakes and 235 added.

The largest buyer was BlackRock, adding an estimated $164M. The largest seller was Boston Partners, cutting an estimated $60.7M.

  • 680 institutional investors held Regions Financial (RF) as of Q2 2020, down from 688 in Q1 2020.
  • Funds reported $8.04B of Regions Financial stock for Q2 2020, up 25% quarter-over-quarter.
  • 77 funds opened new Regions Financial positions in Q2 2020 and 81 closed out, a net change of -4 holders.
  • The largest Regions Financial buyer in Q2 2020 was BlackRock, an estimated $164M added.
  • The largest Regions Financial seller in Q2 2020 was Boston Partners, an estimated $60.7M sold.

Based on aggregated 13F filings for Q2 2020.