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Regions Financial

646 hedge funds and large institutions have $13.3B invested in Regions Financial in 2017 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 210 increasing their positions, 260 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $161M | Put options by funds: $61.5M

47% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 57

3% more funds holding

Funds holding: 628646 (+18)

0.73% more ownership

Funds ownership: 75.06%75.79% (+0.73%)

0% more capital invested

Capital invested by funds: $13.3B → $13.3B (+$8.81M)

19% less repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 260

50% less funds holding in top 10

Funds holding in top 10: 147 (-7)

Holders
646
Holders Change
+18
Holders Change %
+2.87%
% of All Funds
16.08%
Holding in Top 10
7
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-50%
% of All Funds
0.17%
New
84
Increased
210
Reduced
260
Closed
57
Calls
$161M
Puts
$61.5M
Net Calls
+$99.1M
Net Calls Change
-$43.5M
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
601
Ropes Wealth Advisors
Massachusetts
$16K
TFO
602
Tarbox Family Office
California
$16K
AIM
603
Anchor Investment Management
South Carolina
$15K
IWM
604
IHT Wealth Management
Illinois
$15K -$9.97K -676 -40%
AIL
605
AGF Investments LLC
Ontario, Canada
$15K -$8.88K -602 -38%
RFM
606
Royal Fund Management
Florida
$15K
PFBT
607
Parkside Financial Bank & Trust
Missouri
$15K +$74 +5 +0.5%
PMFA
608
Plante Moran Financial Advisors
Michigan
$15K +$5.96K +404 +63%
MCM
609
McKinley Capital Management
Alaska
$15K +$15.5K +1,050 New
TRCT
610
Tower Research Capital (TRC)
New York
$13K -$1.17M -79,269 -99%
GRP
611
Global Retirement Partners
California
$12K
NSIM
612
North Star Investment Management
Illinois
$12K +$4K +271 +50%
SNT
613
Security National Trust
West Virginia
$11K
WPA
614
West Paces Advisors
Georgia
$10.3K -$502 -34 -5%
FANJ
615
Financial Architects (New Jersey)
New Jersey
$10K -$40.9K -2,775 -80%
PFSC
616
Peoples Financial Services Corp
Pennsylvania
$10K
TSW
617
Thompson Siegel & Walmsley
Virginia
$10K +$9.95K +674 New
WA
618
Winfield Associates
Ohio
$10K +$10.3K +699 New
FMP
619
Financial Management Professionals
Texas
$9K
GEA
620
Glen Eagle Advisors
New Jersey
$8.72K
WEC
621
Winslow Evans & Crocker
Massachusetts
$8.11K
DADC
622
D.A. Davidson & Co
Montana
$8K -$35.1K -2,380 -80%
FIB
623
First Interstate Bank
Montana
$8K
WA
624
WealthTrust-Arizona
Arizona
$8K
JCM
625
Jacobi Capital Management
Pennsylvania
$8K +$8.19K +555 New

RF Hedge Fund Activity: Q1 2017 in Review

646 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q1 2017, worth a combined $13.3B — up 0.07% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new RF positions and 57 closed out — a net gain of 27 holders — while 210 added to existing stakes and 260 trimmed.

The largest buyer was BlackRock, adding an estimated $1.32B. The largest seller was Fidelity Investments, cutting an estimated $180M.

  • 646 institutional investors held Regions Financial (RF) as of Q1 2017, up from 628 in Q4 2016.
  • Funds reported $13.3B of Regions Financial stock for Q1 2017, up 0.07% quarter-over-quarter.
  • 84 funds opened new Regions Financial positions in Q1 2017 and 57 closed out, a net change of +27 holders.
  • The largest Regions Financial buyer in Q1 2017 was BlackRock, an estimated $1.32B added.
  • The largest Regions Financial seller in Q1 2017 was Fidelity Investments, an estimated $180M sold.

Based on aggregated 13F filings for Q1 2017.