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Regions Financial

575 hedge funds and large institutions have $10.9B invested in Regions Financial in 2014 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 210 increasing their positions, 211 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 39

1.23% more ownership

Funds ownership: 71.35%72.58% (+1.2%)

1% more funds holding

Funds holding: 570575 (+5)

0% less repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 211

2% less capital invested

Capital invested by funds: $11.2B → $10.9B (-$267M)

23% less call options, than puts

Call options by funds: $26.3M | Put options by funds: $34.4M

50% less funds holding in top 10

Funds holding in top 10: 126 (-6)

Holders
575
Holders Change
+5
Holders Change %
+0.88%
% of All Funds
16.52%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.17%
New
49
Increased
210
Reduced
211
Closed
39
Calls
$26.3M
Puts
$34.4M
Net Calls
-$8.07M
Net Calls Change
-$3.98M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
551
Colony Group
Massachusetts
$15K
NSIM
552
North Star Investment Management
Illinois
$15K
OSAM
553
O'Shaughnessy Asset Management
Connecticut
$15K
SC
554
Saturna Capital
Washington
$14K
SJIM
555
St. Johns Investment Management
Florida
$13K
PMAM
556
Picton Mahoney Asset Management
Ontario, Canada
$12.5K -$3.09M -296,600 -20%
JIR
557
James Investment Research
Ohio
$12K
TFO
558
Tarbox Family Office
California
$12K
DADC
559
D.A. Davidson & Co
Montana
$12K +$8.76K +840 +185%
WEC
560
Winslow Evans & Crocker
Massachusetts
$9.2K +$3.21K +308 +55%
SNT
561
Security National Trust
West Virginia
$8K
ST
562
Somerset Trust
Pennsylvania
$8K
1IC
563
1919 Investment Counsel
Maryland
$7K
PFSC
564
Peoples Financial Services Corp
Pennsylvania
$7K
FMP
565
Financial Management Professionals
Texas
$7K +$6.89K +661 New
BCM
566
Blume Capital Management
California
$5K
CFA
567
Camarda Financial Advisors
Florida
$5K
CHC
568
City Holding Co
West Virginia
$4K
GI
569
Gradient Investments
Minnesota
$4K
TWA
570
TCI Wealth Advisors
Arizona
$4K
RFS
571
Rockefeller Financial Services
New York
$4K +$3.6K +345 New
BBHC
572
Brown Brothers Harriman & Co
New York
$2K
WCM
573
Wealthcare Capital Management
Virginia
$2K
Walleye Trading
574
Walleye Trading
New York
$353 +$346K +33,205 New
AWCI
575
Alpine Woods Capital Investors
New York
$187 +$183K +17,571 New

RF Hedge Fund Activity: Q2 2014 in Review

575 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q2 2014, worth a combined $10.9B — down 2.4% from $11.2B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new RF positions and 39 closed out — a net gain of 10 holders — while 210 added to existing stakes and 211 trimmed.

The largest buyer was BlackRock Advisors, adding an estimated $105M. The largest seller was Fred Alger Management, cutting an estimated $79.7M.

  • 575 institutional investors held Regions Financial (RF) as of Q2 2014, up from 570 in Q1 2014.
  • Funds reported $10.9B of Regions Financial stock for Q2 2014, down 2.4% quarter-over-quarter.
  • 49 funds opened new Regions Financial positions in Q2 2014 and 39 closed out, a net change of +10 holders.
  • The largest Regions Financial buyer in Q2 2014 was BlackRock Advisors, an estimated $105M added.
  • The largest Regions Financial seller in Q2 2014 was Fred Alger Management, an estimated $79.7M sold.

Based on aggregated 13F filings for Q2 2014.