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Regions Financial

628 hedge funds and large institutions have $13.3B invested in Regions Financial in 2016 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 172 increasing their positions, 254 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more call options, than puts

Call options by funds: $212M | Put options by funds: $69.6M

131% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 54

100% more funds holding in top 10

Funds holding in top 10: 714 (+7)

48% more capital invested

Capital invested by funds: $8.94B → $13.3B (+$4.33B)

11% more funds holding

Funds holding: 566628 (+62)

2.68% more ownership

Funds ownership: 72.38%75.06% (+2.7%)

32% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 254

Holders
628
Holders Change
+62
Holders Change %
+10.95%
% of All Funds
15.7%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.35%
New
125
Increased
172
Reduced
254
Closed
54
Calls
$212M
Puts
$69.6M
Net Calls
+$143M
Net Calls Change
+$121M
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
526
Paradigm Financial Advisors
Missouri
$172K -$18.7K -1,511 -11%
MNBTD
527
Moody National Bank Trust Division
Texas
$169K
AIA
528
Affinity Investment Advisors
California
$168K +$145K +11,730 New
CCA
529
Checchi Capital Advisers
California
$167K +$12K +969 +9%
Carson Wealth (CWM LLC)
530
Carson Wealth (CWM LLC)
Nebraska
$163K +$5.35K +433 +4%
WB
531
WesBanco Bank
West Virginia
$162K
CL
532
Choreo LLC
Illinois
$159K +$136K +11,006 New
PCM
533
Prelude Capital Management
New York
$157K +$88.4K +7,157 +190%
WIC
534
Woodmont Investment Counsel
Tennessee
$156K -$29.3K -2,375 -18%
DWT
535
Dorsey & Whitney Trust
South Dakota
$156K
FHA
536
Flagship Harbor Advisors
Massachusetts
$156K +$138K +11,176 New
SWA
537
Sutton Wealth Advisors
Florida
$154K
BW
538
Bison Wealth
Georgia
$153K +$132K +10,657 New
SCM
539
Southport Capital Management
Tennessee
$148K -$2.46K -199 -2%
SAM
540
SignalPoint Asset Management
Missouri
$146K +$12 +1 +0%
PP
541
Prudential plc
United Kingdom
$145K
BIG
542
Bellwether Investment Group
Tennessee
$145K +$125K +10,084 New
AUB
543
Atlantic Union Bankshares
Virginia
$144K -$46.2K -3,742 -27%
CBU
544
CIBC Bank USA
Illinois
$144K -$43.9K -3,551 -26%
TH
545
TCTC Holdings
Texas
$144K
PCM
546
Princeton Capital Management
New Jersey
$144K +$124K +10,000 New
DCM
547
Driehaus Capital Management
Illinois
$144K +$124K +10,009 New
GT
548
Glenmede Trust
Pennsylvania
$143K +$5.63K +456 +5%
IR
549
Invictus RG
Bermuda
$135K +$116K +9,388 New
SIC
550
Salem Investment Counselors
North Carolina
$131K -$34K -2,750 -23%

RF Hedge Fund Activity: Q4 2016 in Review

628 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q4 2016, worth a combined $13.3B — up 48% from $8.94B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new RF positions and 54 closed out — a net gain of 71 holders — while 172 added to existing stakes and 254 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $125M. The largest seller was Basswood Capital Management, cutting an estimated $198M.

  • 628 institutional investors held Regions Financial (RF) as of Q4 2016, up from 566 in Q3 2016.
  • Funds reported $13.3B of Regions Financial stock for Q4 2016, up 48% quarter-over-quarter.
  • 125 funds opened new Regions Financial positions in Q4 2016 and 54 closed out, a net change of +71 holders.
  • The largest Regions Financial buyer in Q4 2016 was Capital Research Global Investors, an estimated $125M added.
  • The largest Regions Financial seller in Q4 2016 was Basswood Capital Management, an estimated $198M sold.

Based on aggregated 13F filings for Q4 2016.