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Regions Financial

628 hedge funds and large institutions have $13.3B invested in Regions Financial in 2016 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 172 increasing their positions, 254 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more call options, than puts

Call options by funds: $212M | Put options by funds: $69.6M

131% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 54

100% more funds holding in top 10

Funds holding in top 10: 714 (+7)

48% more capital invested

Capital invested by funds: $8.94B → $13.3B (+$4.33B)

11% more funds holding

Funds holding: 566628 (+62)

2.68% more ownership

Funds ownership: 72.38%75.06% (+2.7%)

32% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 254

Holders
628
Holders Change
+62
Holders Change %
+10.95%
% of All Funds
15.7%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.35%
New
125
Increased
172
Reduced
254
Closed
54
Calls
$212M
Puts
$69.6M
Net Calls
+$143M
Net Calls Change
+$121M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
601
Plante Moran Financial Advisors
Michigan
$9K
EF
602
Empirical Finance
Pennsylvania
$9K +$7.5K +607 New
GEA
603
Glen Eagle Advisors
New Jersey
$8.62K +$7.41K +600 New
WEC
604
Winslow Evans & Crocker
Massachusetts
$8.01K
WA
605
WealthTrust-Arizona
Arizona
$8K -$1.32K -107 -15%
NSIM
606
North Star Investment Management
Illinois
$8K +$6.74K +545 New
EARNEST Partners
607
EARNEST Partners
Georgia
$8K +$7.11K +575 New
CFA
608
Camarda Financial Advisors
Florida
$7K
FIB
609
First Interstate Bank
Montana
$7K
CHC
610
City Holding Co
West Virginia
$6K
PFSC
611
Peoples Financial Services Corp
Pennsylvania
$6K
CP
612
Corbenic Partners
Pennsylvania
$4K
MUS
613
Mitsubishi UFJ Securities
Japan
$3K -$7.41K -600 -75%
GI
614
Gradient Investments
Minnesota
$3K -$1.85K -150 -42%
HWM
615
Holloway Wealth Management
Florida
$3K
HCM
616
Horrell Capital Management
Arkansas
$3K
LWM
617
LBA Wealth Management
Florida
$3K
YWP
618
YorkBridge Wealth Partners
New York
$3K +$2.47K +200 New
WTB
619
Washington Trust Bank
Washington
$2K -$81.7K -6,610 -98%
VNA
620
Valley National Advisers
Pennsylvania
$2K
EWM
621
Evercore Wealth Management
New York
$2K +$1.48K +120 New
CFD
622
Creative Financial Designs
Indiana
$2K +$1.98K +160 New
LS
623
Livforsakringsbolaget Skandia
Sweden
$1.62K +$1.22M +98,328 +667%
GWS
624
Glassman Wealth Services
Virginia
$1K
CPA
625
Clear Perspective Advisors
Illinois
$1K +$717 +58 New

RF Hedge Fund Activity: Q4 2016 in Review

628 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q4 2016, worth a combined $13.3B — up 48% from $8.94B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new RF positions and 54 closed out — a net gain of 71 holders — while 172 added to existing stakes and 254 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $125M. The largest seller was Basswood Capital Management, cutting an estimated $198M.

  • 628 institutional investors held Regions Financial (RF) as of Q4 2016, up from 566 in Q3 2016.
  • Funds reported $13.3B of Regions Financial stock for Q4 2016, up 48% quarter-over-quarter.
  • 125 funds opened new Regions Financial positions in Q4 2016 and 54 closed out, a net change of +71 holders.
  • The largest Regions Financial buyer in Q4 2016 was Capital Research Global Investors, an estimated $125M added.
  • The largest Regions Financial seller in Q4 2016 was Basswood Capital Management, an estimated $198M sold.

Based on aggregated 13F filings for Q4 2016.