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Regions Financial

704 hedge funds and large institutions have $14.8B invested in Regions Financial in 2018 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 227 increasing their positions, 264 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $39.9M | Put options by funds: $32.2M

0% less capital invested

Capital invested by funds: $14.9B → $14.8B (-$73.5M)

2% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 59

1% less funds holding

Funds holding: 712704 (-8)

1.27% less ownership

Funds ownership: 74.61%73.34% (-1.3%)

14% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 264

60% less funds holding in top 10

Funds holding in top 10: 104 (-6)

Holders
704
Holders Change
-8
Holders Change %
-1.12%
% of All Funds
16.1%
Holding in Top 10
4
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-60%
% of All Funds
0.09%
New
58
Increased
227
Reduced
264
Closed
59
Calls
$39.9M
Puts
$32.2M
Net Calls
+$7.71M
Net Calls Change
-$38M
Name Holding Trade Value Shares
Change
Change in
Stake
TAIM
601
TD Ameritrade Investment Management
Nebraska
$45K +$31.2K +1,656 +204%
TG
602
TLP Group
Illinois
$43K +$44.3K +2,356 New
MFW
603
Mosaic Family Wealth
Missouri
$42K -$1.64K -87 -3%
VCM
604
Versant Capital Management
Arizona
$42K
MIM
605
Macroview Investment Management
Maryland
$41K
SGAM
606
Smith Group Asset Management
Texas
$38K -$7.53K -400 -16%
APP
607
Avantax Planning Partners
Iowa
$38K +$38.8K +2,060 New
GCM
608
Gables Capital Management
Florida
$37K
SIM
609
Sonora Investment Management
Arizona
$37K
BBHC
610
Brown Brothers Harriman & Co
New York
$36K
ONST
611
Old North State Trust
North Carolina
$36K +$37.5K +1,994 New
RE
612
RBC Europe
United Kingdom
$34.1K
CAC
613
Certified Advisory Corp
Florida
$34K
CFN
614
Cordasco Financial Network
Florida
$31K
IP
615
Intellectus Partners
California
$31K
Parallax Volatility Advisers
616
Parallax Volatility Advisers
California
$31K +$29.4K +1,560 +1,393%
ACS
617
Archford Capital Strategies
Illinois
$30K
WAP
618
Wealthcare Advisory Partners
Pennsylvania
$30K +$132 +7 +0.4%
AW
619
Alpha Windward
Massachusetts
$29K
ClearBridge Investments
620
ClearBridge Investments
New York
$28K
WT
621
Whittier Trust
California
$28K
SFG
622
SevenBridge Financial Group
Pennsylvania
$26K
FGAM
623
Financial Gravity Asset Management
Texas
$26K +$75 +4 +0.3%
FC
624
Ferris Capital
Massachusetts
$25K
MCM
625
MV Capital Management
Maryland
$24K +$8.64K +459 +53%

RF Hedge Fund Activity: Q3 2018 in Review

704 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q3 2018, worth a combined $14.8B — down 0.49% from $14.9B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of RF and 58 opened new positions — a net loss of 1 holder — while 264 trimmed existing stakes and 227 added.

The largest buyer was JP Morgan Chase, adding an estimated $56.7M. The largest seller was Fidelity Investments, cutting an estimated $154M.

  • 704 institutional investors held Regions Financial (RF) as of Q3 2018, down from 712 in Q2 2018.
  • Funds reported $14.8B of Regions Financial stock for Q3 2018, down 0.49% quarter-over-quarter.
  • 58 funds opened new Regions Financial positions in Q3 2018 and 59 closed out, a net change of -1 holder.
  • The largest Regions Financial buyer in Q3 2018 was JP Morgan Chase, an estimated $56.7M added.
  • The largest Regions Financial seller in Q3 2018 was Fidelity Investments, an estimated $154M sold.

Based on aggregated 13F filings for Q3 2018.