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Regions Financial

718 hedge funds and large institutions have $12B invested in Regions Financial in 2020 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 225 increasing their positions, 244 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 53

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

49% more capital invested

Capital invested by funds: $8.09B → $12B (+$3.94B)

16% more call options, than puts

Call options by funds: $64.5M | Put options by funds: $55.5M

11% more funds holding

Funds holding: 648718 (+70)

0.97% more ownership

Funds ownership: 73.05%74.02% (+0.97%)

8% less repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 244

Holders
718
Holders Change
+70
Holders Change %
+10.8%
% of All Funds
12.71%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
132
Increased
225
Reduced
244
Closed
53
Calls
$64.5M
Puts
$55.5M
Net Calls
+$9.03M
Net Calls Change
-$6.78M
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
526
World Investment Advisors
California
$216K
IA
527
IndexIQ Advisors
New York
$216K +$90.7K +6,274 +88%
GIP
528
Greatmark Investment Partners
Georgia
$216K +$194K +13,387 New
SCA
529
Stonebridge Capital Advisors
Minnesota
$214K +$8.15K +564 +4%
Lido Advisors
530
Lido Advisors
California
$211K +$187K +12,962 New
HPC
531
Hobart Private Capital
North Carolina
$210K -$76.5K -5,292 -29%
B
532
Barings
North Carolina
$209K -$511K -35,358 -73%
Carson Wealth (CWM LLC)
533
Carson Wealth (CWM LLC)
Nebraska
$209K
CBT
534
Capital Bank & Trust
California
$206K +$5.31K +367 +3%
NICM
535
Neo Ivy Capital Management
New York
$205K +$184K +12,714 New
CGL
536
Clarius Group LLC
Washington
$201K +$180K +12,458 New
CWM
537
Cornerstone Wealth Management
Missouri
$199K +$17.6K +1,219 +11%
AIA
538
Affinity Investment Advisors
California
$198K +$177K +12,260 New
JF
539
Jump Financial
Illinois
$197K +$176K +12,200 New
PSUF
540
People's United Financial
Connecticut
$191K +$116 +8 +0.1%
DWT
541
Dorsey & Whitney Trust
South Dakota
$189K -$9.28K -642 -5%
KMWM
542
Keudell/Morrison Wealth Management
Oregon
$188K +$2.02K +140 +1%
MIM
543
MTM Investment Management
South Carolina
$187K +$168K +11,618 New
VPIM
544
Vanguard Personalized Indexing Management
California
$185K +$166K +11,495 New
NIM
545
NuWave Investment Management
New Jersey
$184K +$151K +10,437 +1,077%
CIC
546
Crawford Investment Counsel
Georgia
$182K
SWA
547
Sutton Wealth Advisors
Florida
$180K +$897 +62 +0.6%
BA
548
Bennicas & Associates
California
$179K +$161K +11,100 New
AssetMark Inc
549
AssetMark Inc
California
$178K +$12.5K +867 +9%
BBHC
550
Brown Brothers Harriman & Co
New York
$176K +$5.6K +387 +4%

RF Hedge Fund Activity: Q4 2020 in Review

718 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q4 2020, worth a combined $12B — up 49% from $8.09B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new RF positions and 53 closed out — a net gain of 79 holders — while 225 added to existing stakes and 244 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $162M. The largest seller was Capital World Investors, cutting an estimated $207M.

  • 718 institutional investors held Regions Financial (RF) as of Q4 2020, up from 648 in Q3 2020.
  • Funds reported $12B of Regions Financial stock for Q4 2020, up 49% quarter-over-quarter.
  • 132 funds opened new Regions Financial positions in Q4 2020 and 53 closed out, a net change of +79 holders.
  • The largest Regions Financial buyer in Q4 2020 was JP Morgan Chase, an estimated $162M added.
  • The largest Regions Financial seller in Q4 2020 was Capital World Investors, an estimated $207M sold.

Based on aggregated 13F filings for Q4 2020.