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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
BRWA
551
B. Riley Wealth Advisors
Florida
$176K +$158K +10,912 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
552
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$173K +$155K +10,742 New
LC
553
LCNB Corp
Ohio
$171K -$7.23K -500 -5%
HIM
554
HawsGoodwin Investment Management
Tennessee
$171K +$153K +10,580 New
BC
555
Bridgefront Capital
Texas
$171K +$153K +10,613 New
TTWM
556
TCV Trust & Wealth Management
Virginia
$169K -$8.68K -600 -5%
PTC
557
Petrus Trust Company
Texas
$167K +$150K +10,385 New
FMI
558
F/M Investments
District of Columbia
$165K +$148K +10,209 New
SIC
559
Salem Investment Counselors
North Carolina
$163K
CGA
560
Crescent Grove Advisors
Illinois
$163K +$145K +10,000 New
WS
561
Wedbush Securities
California
$163K +$146K +10,119 New
RIM
562
Reliant Investment Management
Tennessee
$162K
EF
563
Empirical Finance
Pennsylvania
$162K +$145K +10,049 New
ICP
564
Interchange Capital Partners
Pennsylvania
$161K +$145K +10,043 New
SIAG
565
Safeguard Investment Advisory Group
California
$153K +$138K +9,512 New
EI
566
Ellevest Inc
New York
$149K +$42.7K +2,955 +47%
BC
567
Barnett & Company
Tennessee
$148K
PHK
568
Point72 Hong Kong
Hong Kong
$143K -$406K -28,107 -76%
IA
569
IFP Advisors
Florida
$142K -$651 -45 -0.5%
TAIM
570
TD Ameritrade Investment Management
Nebraska
$142K +$28.2K +1,949 +28%
FWM
571
Focused Wealth Management
New York
$140K
IBOK
572
Independence Bank of Kentucky
Kentucky
$139K
MAM
573
Meeder Asset Management
Ohio
$137K -$1.46M -100,906 -92%
IRC
574
Investors Research Corp
Georgia
$127K
DSC
575
Duncker Streett & Co
Missouri
$121K

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.