Regions Financial
564 hedge funds and large institutions have $9.98B invested in Regions Financial in 2015 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 192 increasing their positions, 212 reducing their positions, and 49 closing their positions.
8% more capital invested
Capital invested by funds: $9.22B → $9.98B (+$760M)
8% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 49
0% less funds holding
Funds holding: 566 → 564 (-2)
0.6% less ownership
Funds ownership: 73.15% → 72.55% (-0.6%)
9% less repeat investments, than reductions
Existing positions increased: 192 | Existing positions reduced: 212
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
22% less call options, than puts
Call options by funds: $21.4M | Put options by funds: $27.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$491M |
| 2 |
Pzena Investment Management
New York
|
+$48.9M |
| 3 |
SCM
Sirios Capital Management
Boston,
Massachusetts
|
+$46.3M |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
+$23.8M |
| 5 |
AAM
Aberdeen Asset Management
Aberdeen,
United Kingdom
|
+$16.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Samlyn Capital
New York
|
-$106M |
| 2 |
O
OppenheimerFunds
New York
|
-$90.5M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$68.3M |
| 4 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
|
-$53.9M |
| 5 |
D.E. Shaw & Co
New York
|
-$50.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NERM
601
New England Research & Management
Chicago,
Illinois
| – | -$118K | -12,500 | Closed |
|
|
KL
602
Kinsight LLC
Birmingham,
Alabama
| – | -$103K | -10,947 | Closed |
|
603
Capital Fund Management (CFM)
Paris,
France
| – | -$102K | -10,833 | Closed |
|
|
CPA
604
Court Place Advisors
Ellicott City,
Maryland
| – | -$96K | -10,109 | Closed |
|
|
BHBT
605
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| – | -$95K | -10,021 | Closed |
|
|
PG
606
PEAK6 Group
Chicago,
Illinois
| – | -$83.5K | -8,292 | Closed |
|
|
PHK
607
Point72 Hong Kong
Hong Kong
| – | -$39K | -4,137 | Closed |
|
|
ZB
608
Zions Bancorporation
Salt Lake City,
Utah
| – | -$17K | -1,749 | Closed |
|
|
NYLT
609
New York Life Trust
New York
| – | -$15K | -1,545 | Closed |
|
|
ST
610
Somerset Trust
Somerset,
Pennsylvania
| – | -$7K | -750 | Closed |
|
|
FCM
611
Frontier Capital Management
Boston,
Massachusetts
| – | -$7K | -735 | Closed |
|
|
PFG
612
Piershale Financial Group
Barrington,
Illinois
| – | -$2K | -250 | Closed |
|
|
SEC
613
Seven Eight Capital
New York
| – | -$1.01K | -100 | -98% |
|
RF Hedge Fund Activity: Q2 2015 in Review
564 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q2 2015, worth a combined $9.98B — up 8.2% from $9.22B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new RF positions and 49 closed out — a net gain of 4 holders — while 192 added to existing stakes and 212 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $491M. The largest seller was Samlyn Capital, exiting entirely with an estimated $106M sold.
- 564 institutional investors held Regions Financial (RF) as of Q2 2015, down from 566 in Q1 2015.
- Funds reported $9.98B of Regions Financial stock for Q2 2015, up 8.2% quarter-over-quarter.
- 53 funds opened new Regions Financial positions in Q2 2015 and 49 closed out, a net change of +4 holders.
- The largest Regions Financial buyer in Q2 2015 was Fidelity Investments, an estimated $491M added.
- The largest Regions Financial seller in Q2 2015 was Samlyn Capital, an estimated $106M sold.
Based on aggregated 13F filings for Q2 2015.