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Regions Financial
RF

Overview Fund Activity

678 hedge funds and large institutions have $8.03B invested in Regions Financial in 2020 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 234 increasing their positions, 253 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
678
Holders Change
-8
Holders Change %
-1.17%
% of All Funds
13.94%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
77
Increased
234
Reduced
253
Closed
81
Calls
$53M
Puts
$43.8M
Net Calls
+$9.19M
Net Calls Change
+$10.1M

Top Buyers

1
BlackRock
BlackRock
New York
+$171M
2
Capital World Investors
Capital World Investors
California
+$74.4M
3
Charles Schwab
Charles Schwab
California
+$71.4M
4
Nordea Investment Management
Nordea Investment Management
Sweden
+$62.9M
5
Invesco
Invesco
Georgia
+$38.7M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$63.4M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$53.1M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$43M
4
Goldman Sachs
Goldman Sachs
New York
-$30.4M
5
Ameriprise
Ameriprise
Minnesota
-$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
601
Rational Advisors
New York
$19K +$19K +1,666 New
GWMIA
602
Global Wealth Management Investment Advisory
Florida
$17K – – –
WEC
603
Winslow Evans & Crocker
Massachusetts
$17K – – –
ClearBridge Investments
604
ClearBridge Investments
New York
$17K +$11 +1 +0.1%
CHC
605
City Holding Co
West Virginia
$16K – – –
LWM
606
Liberty Wealth Management
California
$16K +$5.59K +517 +54%
TFO
607
Tarbox Family Office
California
$15K -$5.43K -478 -27%
LC
608
Lindbrook Capital
California
$15K -$4.62K -405 -24%
EW
609
Evoke Wealth
California
$15K -$416 -38 -3%
MCM
610
MV Capital Management
Maryland
$15K +$9.31K +830 +163%
PWP
611
Principle Wealth Partners
Connecticut
$15K +$15K +1,346 New
AAP
612
Arax Advisory Partners
Colorado
$13K – – –
RIA
613
RPG Investment Advisory
California
$13K – – –
GFPC
614
Global Financial Private Client
Florida
$12.3K +$3.63K +341 +42%
TCOV
615
Trust Company of Vermont
Vermont
$12K -$72.3K -6,641 -86%
FCM
616
Firestone Capital Management
Florida
$12K – – –
CAL
617
Capital Analysts LLC
Pennsylvania
$12K – – –
SIS
618
Sound Income Strategies
Florida
$12K +$4K +363 +50%
KWM
619
Keebeck Wealth Management
Illinois
$12K +$12K +1,071 New
OIA
620
Optimum Investment Advisors
Illinois
$11K – – –
SWM
621
Sugarloaf Wealth Management
Georgia
$11K – – –
HNB
622
Huntington National Bank
Ohio
$11K +$486 +45 +5%
CFG
623
Citizens Financial Group
Rhode Island
$10K -$28.1K -2,602 -74%
CFN
624
Cordasco Financial Network
Florida
$10K – – –
GRP
625
Global Retirement Partners
California
$10K +$4.12K +372 +70%
23 24
25
26 27