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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
VCM
551
Versant Capital Management
Arizona
$35K -$230 -16 -0.7%
Acadian Asset Management
552
Acadian Asset Management
Massachusetts
$34K
ECM
553
Estabrook Capital Management
New York
$32.9K
SMG
554
Spectrum Management Group
Indiana
$31K +$29.6K +2,061 New
SIM
555
Sonora Investment Management
Arizona
$30.5K
WAP
556
Wealthcare Advisory Partners
Pennsylvania
$30K +$28.7K +1,999 New
RE
557
RBC Europe
United Kingdom
$28.3K +$26.7K +1,860 New
DVM
558
Dreman Value Management
Florida
$28K
BBHC
559
Brown Brothers Harriman & Co
New York
$25K
IP
560
Intellectus Partners
California
$25K
SFG
561
SevenBridge Financial Group
Pennsylvania
$21K
FANJ
562
Financial Architects (New Jersey)
New Jersey
$21K +$4.31K +300 +27%
PHK
563
Point72 Hong Kong
Hong Kong
$19K -$85.3K -5,932 -82%
RIA
564
RPG Investment Advisory
California
$18K
Loomis, Sayles & Company
565
Loomis, Sayles & Company
Massachusetts
$18K +$3.88K +270 +30%
GT
566
Greenleaf Trust
Michigan
$18K +$16.8K +1,171 New
AIM
567
Anchor Investment Management
South Carolina
$17.9K +$2.07K +144 +14%
TFO
568
Tarbox Family Office
California
$17K
PFBT
569
Parkside Financial Bank & Trust
Missouri
$17K +$546 +38 +3%
RFM
570
Royal Fund Management
Florida
$16K -$2K -139 -11%
AIL
571
AGF Investments LLC
Ontario, Canada
$16K
PMFA
572
Plante Moran Financial Advisors
Michigan
$16K
RWA
573
Ropes Wealth Advisors
Massachusetts
$16K
HR
574
Howe & Rusling
New York
$15K +$12K +838 +496%
TSW
575
Thompson Siegel & Walmsley
Virginia
$14K +$3.44K +239 +35%

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.