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Regions Financial

561 hedge funds and large institutions have $10B invested in Regions Financial in 2013 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 184 increasing their positions, 220 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 36

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

10% more capital invested

Capital invested by funds: $9.12B → $10B (+$912M)

7% more funds holding

Funds holding: 524561 (+37)

1.02% more ownership

Funds ownership: 70.85%71.87% (+1%)

16% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 220

34% less call options, than puts

Call options by funds: $23.9M | Put options by funds: $36.3M

Holders
561
Holders Change
+37
Holders Change %
+7.06%
% of All Funds
16.28%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
77
Increased
184
Reduced
220
Closed
36
Calls
$23.9M
Puts
$36.3M
Net Calls
-$12.4M
Net Calls Change
+$2.45M
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
526
M&T Bank
New York
$40K -$5.64K -586 -13%
DBT
527
Dubuque Bank & Trust
Iowa
$30K
MCM
528
Manchester Capital Management
Vermont
$29K
PTC
529
Private Trust Company
Ohio
$28K
MA
530
MUFG Americas
New York
$25K -$13.5K -1,404 -36%
BFEC
531
Benjamin F. Edwards & Company
Missouri
$25K +$39 +4 +0.2%
WA
532
WealthTrust-Arizona
Arizona
$22K -$819 -85 -4%
HCP
533
Holt Capital Partners
Texas
$20K +$19.7K +2,050 New
LNB
534
Ledyard National Bank
$17K +$16.2K +1,683 New
WT
535
Whittier Trust
California
$15K
OSAM
536
O'Shaughnessy Asset Management
Connecticut
$14K
HF
537
Hoxton Financial
West Virginia
$14K +$13.5K +1,397 New
ST
538
Somerset Trust
Pennsylvania
$14K +$13.9K +1,443 New
CG
539
Colony Group
Massachusetts
$14K +$14K +1,455 New
SC
540
Saturna Capital
Washington
$13K
TFO
541
Tarbox Family Office
California
$13K +$12.5K +1,294 New
JIR
542
James Investment Research
Ohio
$11K
CEMP
543
Compass Efficient Model Portfolios
Tennessee
$10K
RA
544
Rational Advisors
New York
$9K -$568 -59 -6%
SNT
545
Security National Trust
West Virginia
$8K
1IC
546
1919 Investment Counsel
Maryland
$7K
PFSC
547
Peoples Financial Services Corp
Pennsylvania
$7K +$6.59K +684 New
DADC
548
D.A. Davidson & Co
Montana
$6K -$61.4K -6,374 -90%
WEC
549
Winslow Evans & Crocker
Massachusetts
$6K +$5.37K +558 New
CFA
550
Camarda Financial Advisors
Florida
$5K +$4.51K +468 New

RF Hedge Fund Activity: Q4 2013 in Review

561 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q4 2013, worth a combined $10B — up 10% from $9.12B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new RF positions and 36 closed out — a net gain of 41 holders — while 184 added to existing stakes and 220 trimmed.

The largest buyer was Bank of Nova Scotia, adding an estimated $67M. The largest seller was AJO LP, exiting entirely with an estimated $84.3M sold.

  • 561 institutional investors held Regions Financial (RF) as of Q4 2013, up from 524 in Q3 2013.
  • Funds reported $10B of Regions Financial stock for Q4 2013, up 10% quarter-over-quarter.
  • 77 funds opened new Regions Financial positions in Q4 2013 and 36 closed out, a net change of +41 holders.
  • The largest Regions Financial buyer in Q4 2013 was Bank of Nova Scotia, an estimated $67M added.
  • The largest Regions Financial seller in Q4 2013 was AJO LP, an estimated $84.3M sold.

Based on aggregated 13F filings for Q4 2013.