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Regions Financial

611 hedge funds and large institutions have $13.5B invested in Regions Financial in 2017 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 226 increasing their positions, 210 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $99.5M | Put options by funds: $47.6M

8% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 210

1% more capital invested

Capital invested by funds: $13.4B → $13.5B (+$90.5M)

2% less ownership

Funds ownership: 75.94%73.94% (-2%)

5% less funds holding

Funds holding: 645611 (-34)

32% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 78

73% less funds holding in top 10

Funds holding in top 10: 113 (-8)

Holders
611
Holders Change
-34
Holders Change %
-5.27%
% of All Funds
15.23%
Holding in Top 10
3
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-72.73%
% of All Funds
0.07%
New
53
Increased
226
Reduced
210
Closed
78
Calls
$99.5M
Puts
$47.6M
Net Calls
+$51.9M
Net Calls Change
+$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
526
Quadrant Capital Group
Ohio
$78K
FBT
527
First Bank & Trust
South Dakota
$77K -$15.1K -1,049 -17%
CLOS
528
Compagnie Lombard Odier SCmA
Switzerland
$76K +$71.9K +5,000 New
Fuller & Thaler Asset Management
529
Fuller & Thaler Asset Management
California
$76K +$71.9K +5,000 New
GBT
530
Grove Bank & Trust
Florida
$74K
LCM
531
Laurion Capital Management
New York
$70K -$4.12M -286,400 -98%
KF
532
Krilogy Financial
Missouri
$68K +$13K +907 +26%
MFW
533
Mosaic Family Wealth
Missouri
$68K +$27.3K +1,900 +74%
LNB
534
Ledyard National Bank
$67K
LF
535
Lee Financial
Texas
$66K
HFM
536
Hartford Financial Management
Connecticut
$63K
VFA
537
Valeo Financial Advisors
Indiana
$62K +$58.9K +4,100 New
BTIS
538
BB&T Investment Services
North Carolina
$58K +$21.8K +1,515 +56%
CAW
539
Cornerstone Advisors (Washington)
Washington
$55K
PA
540
Parallel Advisors
California
$54K
FPFS
541
First Personal Financial Services
North Carolina
$52K -$393K -27,337 -89%
SGAM
542
Smith Group Asset Management
Texas
$48K -$2.59K -180 -5%
MA
543
MCF Advisors
Kentucky
$46K -$133K -9,256 -75%
WT
544
Whittier Trust
California
$46K
ZB
545
Zions Bancorporation
Utah
$43K +$34.7K +2,414 +573%
TDC
546
Thompson Davis & Co
Virginia
$42K -$191K -13,300 -83%
GAM
547
Gemmer Asset Management
California
$42K
JFA
548
JNBA Financial Advisors
Minnesota
$42K
GLI
549
Guardian Life Insurance
New York
$42K +$115 +8 +0.3%
SIAS
550
Shine Investment Advisory Services
Colorado
$40K

RF Hedge Fund Activity: Q3 2017 in Review

611 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q3 2017, worth a combined $13.5B — up 0.68% from $13.4B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of RF and 53 opened new positions — a net loss of 25 holders — while 210 trimmed existing stakes and 226 added.

The largest buyer was Jupiter Investment Management, adding an estimated $98.7M. The largest seller was Pzena Investment Management, cutting an estimated $116M.

  • 611 institutional investors held Regions Financial (RF) as of Q3 2017, down from 645 in Q2 2017.
  • Funds reported $13.5B of Regions Financial stock for Q3 2017, up 0.68% quarter-over-quarter.
  • 53 funds opened new Regions Financial positions in Q3 2017 and 78 closed out, a net change of -25 holders.
  • The largest Regions Financial buyer in Q3 2017 was Jupiter Investment Management, an estimated $98.7M added.
  • The largest Regions Financial seller in Q3 2017 was Pzena Investment Management, an estimated $116M sold.

Based on aggregated 13F filings for Q3 2017.