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Regions Financial
RF

562 hedge funds and large institutions have $8.6B invested in Regions Financial in 2015 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 206 increasing their positions, 203 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more funds holding in top 10

Funds holding in top 10: 9 → 11 (+2)

1% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 203

0.01% less ownership

Funds ownership: 72.55% → 72.54% (-0.01%)

0% less funds holding

Funds holding: 564 → 562 (-2)

2% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 46

14% less capital invested

Capital invested by funds: $9.98B → $8.6B (-$1.38B)

18% less call options, than puts

Call options by funds: $17.4M | Put options by funds: $21.3M

Holders
562
Holders Change
-2
Holders Change %
-0.35%
% of All Funds
15.69%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.31%
New
45
Increased
206
Reduced
203
Closed
46
Calls
$17.4M
Puts
$21.3M
Net Calls
-$3.91M
Net Calls Change
+$2.23M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$171M
2
Citadel Advisors
Citadel Advisors
Florida
+$88.7M
3
AIM
abrdn Investment Management
United Kingdom
+$66M
4
Pzena Investment Management
Pzena Investment Management
New York
+$56.4M
5
LSV Asset Management
LSV Asset Management
Illinois
+$49.5M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$161M
2
VFA
Virtus Fund Advisers
Connecticut
-$98M
3
Two Sigma Investments
Two Sigma Investments
New York
-$76.8M
4
EVM
Eaton Vance Management
Massachusetts
-$61.7M
5
AM
Appaloosa Management
Florida
-$31.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
551
Horrell Capital Management
Arkansas
$2K – – –
LWM
552
LBA Wealth Management
Florida
$2K – – –
VNA
553
Valley National Advisers
Pennsylvania
$2K – – –
KCM
554
Karp Capital Management
California
$2K +$10 +1 +0.4%
QAM
555
QCI Asset Management
New York
$2K +$1.96K +198 New
MSFP
556
Mark Sheptoff Financial Planning
Connecticut
$2K +$2.1K +212 New
PFG
557
Piershale Financial Group
Illinois
$2K +$2.47K +250 New
IWMPD
558
Integrated Wealth Management (Palm Desert)
California
$1K – – –
IP
559
Isthmus Partners
Wisconsin
$1K – – –
VFA
560
Virtus Fund Advisers
Connecticut
– -$98M -9,460,009 Closed
AM
561
Appaloosa Management
Florida
– -$31.4M -3,035,477 Closed
NM
562
Nokota Management
New York
– -$18.1M -1,750,000 Closed
BHCM
563
Brevan Howard Capital Management
Jersey
– -$13.7M -1,324,404 Closed
AC
564
Ascend Capital
California
– -$11.1M -1,068,727 Closed
MCM
565
Masters Capital Management
Georgia
– -$10.3M -992,920 Closed
BPM
566
Bronson Point Management
Connecticut
– -$9.97M -962,500 Closed
MME
567
Meag Munich Ergo
Germany
– -$8.29M -799,195 Closed
PMAM
568
Picton Mahoney Asset Management
Ontario, Canada
– -$8.26M -797,500 Closed
WA
569
Whitebox Advisors
Minnesota
– -$8.14M -785,647 Closed
MLL
570
Moody Lynn & Lieberson
Massachusetts
– -$5.8M -559,535 Closed
Cohen & Steers
571
Cohen & Steers
New York
– -$5.54M -534,700 Closed
CMBA
572
C.M. Bidwell & Associates
Hawaii
– -$4.98M -480,585 Closed
D.E. Shaw & Co
573
D.E. Shaw & Co
New York
– -$3.35M -323,742 Closed
IG
574
ING Group
Netherlands
– -$3.07M -297,000 Closed
CC
575
Cipher Capital
New York
– -$2.71M -261,068 Closed
21 22
23
24 25

RF Hedge Fund Activity: Q3 2015 in Review

562 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q3 2015, worth a combined $8.6B — down 14% from $9.98B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of RF and 45 opened new positions — a net loss of 1 holder — while 203 trimmed existing stakes and 206 added.

The largest buyer was Fidelity Investments, adding an estimated $171M. The largest seller was T. Rowe Price Associates, cutting an estimated $161M.

  • 562 institutional investors held Regions Financial (RF) as of Q3 2015, down from 564 in Q2 2015.
  • Funds reported $8.6B of Regions Financial stock for Q3 2015, down 14% quarter-over-quarter.
  • 45 funds opened new Regions Financial positions in Q3 2015 and 46 closed out, a net change of -1 holder.
  • The largest Regions Financial buyer in Q3 2015 was Fidelity Investments, an estimated $171M added.
  • The largest Regions Financial seller in Q3 2015 was T. Rowe Price Associates, an estimated $161M sold.

Based on aggregated 13F filings for Q3 2015.