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Regions Financial

561 hedge funds and large institutions have $10B invested in Regions Financial in 2013 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 184 increasing their positions, 220 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 36

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

10% more capital invested

Capital invested by funds: $9.12B → $10B (+$912M)

7% more funds holding

Funds holding: 524561 (+37)

1.02% more ownership

Funds ownership: 70.85%71.87% (+1%)

16% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 220

34% less call options, than puts

Call options by funds: $23.9M | Put options by funds: $36.3M

Holders
561
Holders Change
+37
Holders Change %
+7.06%
% of All Funds
16.28%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
77
Increased
184
Reduced
220
Closed
36
Calls
$23.9M
Puts
$36.3M
Net Calls
-$12.4M
Net Calls Change
+$2.45M
Name Holding Trade Value Shares
Change
Change in
Stake
NCMW
576
Northern Capital Management (Wisconsin)
Wisconsin
-$594K -64,175 Closed
QC
577
QCM Cayman
Texas
-$305K -32,984 Closed
BTS
578
BB&T Securities
Virginia
-$2.75M -29,662 Closed
CC
579
Courier Capital
New York
-$233K -25,208 Closed
IPRC
580
Indices-Pac Research Corporation
New Jersey
-$160K -17,326 Closed
Janney Montgomery Scott
581
Janney Montgomery Scott
Pennsylvania
-$157K -17,004 Closed
Verition Fund Management
582
Verition Fund Management
Connecticut
-$132K -14,241 Closed
JIM
583
Jupiter Investment Management
United Kingdom
-$130K -14,095 Closed
DCLA
584
Douglas C. Lane & Associates
New York
-$126K -13,573 Closed
WT
585
Wilmington Trust
Delaware
-$111K -11,967 Closed
BHWM
586
Bar Harbor Wealth Management
New Hampshire
-$105K -11,298 Closed
CCM
587
Carlson Capital Management
Minnesota
-$98K -10,566 Closed
PAS
588
Partnervest Advisory Services
California
-$15K -1,650 Closed
HR
589
Howe & Rusling
New York
-$11K -1,213 Closed
Victory Capital Management
590
Victory Capital Management
Texas
-$8K -944 Closed
Jones Financial Companies
591
Jones Financial Companies
Missouri
-$2K -221 Closed
PCM
592
Prelude Capital Management
New York
-$2K -200 Closed
BC
593
Bartlett & Co
Ohio
-$2K -198 Closed
EWM
594
Evercore Wealth Management
New York
-$2K -180 Closed
TCM
595
TD Capital Management
Tennessee
-$2K -179 Closed
NMIS
596
Northwestern Mutual Investment Services
Wisconsin
+$144 +15 New

RF Hedge Fund Activity: Q4 2013 in Review

561 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q4 2013, worth a combined $10B — up 10% from $9.12B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new RF positions and 36 closed out — a net gain of 41 holders — while 184 added to existing stakes and 220 trimmed.

The largest buyer was Bank of Nova Scotia, adding an estimated $67M. The largest seller was AJO LP, exiting entirely with an estimated $84.3M sold.

  • 561 institutional investors held Regions Financial (RF) as of Q4 2013, up from 524 in Q3 2013.
  • Funds reported $10B of Regions Financial stock for Q4 2013, up 10% quarter-over-quarter.
  • 77 funds opened new Regions Financial positions in Q4 2013 and 36 closed out, a net change of +41 holders.
  • The largest Regions Financial buyer in Q4 2013 was Bank of Nova Scotia, an estimated $67M added.
  • The largest Regions Financial seller in Q4 2013 was AJO LP, an estimated $84.3M sold.

Based on aggregated 13F filings for Q4 2013.