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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
WA
576
Winfield Associates
Ohio
$13K
GRP
577
Global Retirement Partners
California
$12K
NSIM
578
North Star Investment Management
Illinois
$12K
SNT
579
Security National Trust
West Virginia
$12K
WPA
580
West Paces Advisors
Georgia
$10.8K
FMP
581
Financial Management Professionals
Texas
$10K
PFSC
582
Peoples Financial Services Corp
Pennsylvania
$10K
CHP
583
Cable Hill Partners
Oregon
$10K +$6.77K +471 +291%
GEA
584
Glen Eagle Advisors
New Jersey
$9.14K
WA
585
WealthTrust-Arizona
Arizona
$9K
WEC
586
Winslow Evans & Crocker
Massachusetts
$8.5K
FIB
587
First Interstate Bank
Montana
$8K
JCM
588
Jacobi Capital Management
Pennsylvania
$8K
CFA
589
Camarda Financial Advisors
Florida
$7K -$1.12K -78 -14%
MMG
590
Monetary Management Group
Missouri
$7K
IWM
591
IHT Wealth Management
Illinois
$7K +$29 +2 +0.5%
CHC
592
City Holding Co
West Virginia
$6K
PCP
593
Proficio Capital Partners
Massachusetts
$5K
SIA
594
Sit Investment Associates
Minnesota
$5K
MPWT
595
MassMutual Private Wealth & Trust
Connecticut
$4.77K +$4.5K +313 New
CP
596
Corbenic Partners
Pennsylvania
$4K
BWA
597
BDO Wealth Advisors
Florida
$3K
HCM
598
Horrell Capital Management
Arkansas
$3K
YWP
599
YorkBridge Wealth Partners
New York
$3K
AWM
600
Avior Wealth Management
Nebraska
$3K +$2.85K +198 New

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.