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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
LNB
526
Ledyard National Bank
$18K
WT
527
Whittier Trust
California
$16K
BBHC
528
Brown Brothers Harriman & Co
New York
$16K +$15.5K +1,553 New
FCCM
529
First City Capital Management
Georgia
$15.2K -$2K -200 -12%
Northwestern Mutual Wealth Management
530
Northwestern Mutual Wealth Management
Wisconsin
$15K +$5.74K +575 +69%
JWA
531
JFS Wealth Advisors
Pennsylvania
$15K +$14.6K +1,459 New
SC
532
Saturna Capital
Washington
$14K
IPC
533
Independent Portfolio Consultants
Florida
$14K +$13.1K +1,310 New
TFO
534
Tarbox Family Office
California
$13K -$310 -31 -3%
SJIM
535
St. Johns Investment Management
Florida
$13K
JIR
536
James Investment Research
Ohio
$12K
HR
537
Howe & Rusling
New York
$12K +$11.4K +1,140 New
NFG
538
Next Financial Group
Texas
$12K +$11.8K +1,177 New
BKA
539
Brick & Kyle Associates
Pennsylvania
$11K +$9.99K +1,000 New
WEC
540
Winslow Evans & Crocker
Massachusetts
$9.15K +$3.08K +308 +55%
SNT
541
Security National Trust
West Virginia
$8K
ST
542
Somerset Trust
Pennsylvania
$8K
WA
543
WealthTrust-Arizona
Arizona
$7K -$13.7K -1,371 -66%
FMP
544
Financial Management Professionals
Texas
$7K
PFSC
545
Peoples Financial Services Corp
Pennsylvania
$7K
RA
546
Rational Advisors
New York
$6K +$5.89K +590 New
CFA
547
Camarda Financial Advisors
Florida
$5K
CHC
548
City Holding Co
West Virginia
$4K
GI
549
Gradient Investments
Minnesota
$4K
NSIM
550
North Star Investment Management
Illinois
$4K

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.