We are live on ! Find out more
RF icon

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
MFW
526
Mosaic Family Wealth
Missouri
$26K
CG
527
Cutler Group
California
$24K
HIIFS
528
Harel Insurance Investments & Financial Services
Israel
$23K -$4.68K -500 -18%
AIM
529
Anchor Investment Management
South Carolina
$20.3K
BKA
530
Brick & Kyle Associates
Pennsylvania
$20K
ZB
531
Zions Bancorporation
Utah
$20K +$9 +1 +0.1%
FPFS
532
First Personal Financial Services
North Carolina
$19K +$94 +10 +0.5%
LNB
533
Ledyard National Bank
$17K
BBHC
534
Brown Brothers Harriman & Co
New York
$15K
RWA
535
Ropes Wealth Advisors
Massachusetts
$11K
TFO
536
Tarbox Family Office
California
$11K
CLOS
537
Compagnie Lombard Odier SCmA
Switzerland
$10K
LAM
538
Lebenthal Asset Management
New York
$10K +$9.13K +975 New
MUS
539
Mitsubishi UFJ Securities
Japan
$8K
PFBT
540
Parkside Financial Bank & Trust
Missouri
$8K
SNT
541
Security National Trust
West Virginia
$8K
FMP
542
Financial Management Professionals
Texas
$8K +$2.16K +231 +35%
VOYA Investment Management
543
VOYA Investment Management
Georgia
$7.41K +$123K +13,122 +2%
PFSC
544
Peoples Financial Services Corp
Pennsylvania
$7K
WA
545
WealthTrust-Arizona
Arizona
$7K
PMFA
546
Plante Moran Financial Advisors
Michigan
$6K -$6.55K -700 -52%
JCM
547
Jacobi Capital Management
Pennsylvania
$6K
WEC
548
Winslow Evans & Crocker
Massachusetts
$5.51K
CFA
549
Camarda Financial Advisors
Florida
$5K
FIB
550
First Interstate Bank
Montana
$5K

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.