We are live on ! Find out more
RF icon

Regions Financial

716 hedge funds and large institutions have $15.9B invested in Regions Financial in 2018 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 216 increasing their positions, 284 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more call options, than puts

Call options by funds: $154M | Put options by funds: $50.3M

27% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 66

7% more capital invested

Capital invested by funds: $14.8B → $15.9B (+$1.05B)

2.25% more ownership

Funds ownership: 73.87%76.11% (+2.2%)

2% more funds holding

Funds holding: 704716 (+12)

24% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 284

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
716
Holders Change
+12
Holders Change %
+1.7%
% of All Funds
16.41%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.18%
New
84
Increased
216
Reduced
284
Closed
66
Calls
$154M
Puts
$50.3M
Net Calls
+$104M
Net Calls Change
+$30.4M
Name Holding Trade Value Shares
Change
Change in
Stake
IP
626
Intellectus Partners
California
$31K
RA
627
Rational Advisors
New York
$30K -$69.9K -3,691 -70%
WAP
628
Wealthcare Advisory Partners
Pennsylvania
$30K +$133 +7 +0.4%
PCG
629
Private Capital Group
Connecticut
$30K +$26.3K +1,388 +649%
BBHC
630
Brown Brothers Harriman & Co
New York
$29K -$8.03K -424 -21%
ACS
631
Archford Capital Strategies
Illinois
$29K +$31.3K +1,652 New
WT
632
Whittier Trust
California
$28K -$28.9K -1,526 -50%
CFN
633
Cordasco Financial Network
Florida
$28K +$28.4K +1,500 New
SFG
634
SevenBridge Financial Group
Pennsylvania
$26K
FC
635
Ferris Capital
Massachusetts
$26K +$26.1K +1,380 New
FNB
636
Farmers National Bank
Kentucky
$24K
HT
637
Heritage Trust
Oklahoma
$23K
RIA
638
RPG Investment Advisory
California
$22K
PFBT
639
Parkside Financial Bank & Trust
Missouri
$22K +$701 +37 +3%
AIM
640
Anchor Investment Management
South Carolina
$21.9K
KA
641
Kaizen Advisory
Illinois
$21K
PMFA
642
Plante Moran Financial Advisors
Michigan
$21K
TFO
643
Tarbox Family Office
California
$21K
RWA
644
Ropes Wealth Advisors
Massachusetts
$20K -$4.93K -260 -20%
RFM
645
Royal Fund Management
Florida
$20K
SFA
646
Spectrum Financial Alliance
Kentucky
$20K +$20.8K +1,100 New
CG
647
Cutler Group
California
$18K +$19K +1,001 New
TDC
648
Thompson Davis & Co
Virginia
$17K -$28.6K -1,512 -63%
GRP
649
Global Retirement Partners
California
$17K -$1.86K -98 -10%
IFAM
650
Institutional & Family Asset Management
Colorado
$17K +$17.8K +940 New

RF Hedge Fund Activity: Q1 2018 in Review

716 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q1 2018, worth a combined $15.9B — up 7.1% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new RF positions and 66 closed out — a net gain of 18 holders — while 216 added to existing stakes and 284 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $211M. The largest seller was Fidelity Investments, cutting an estimated $164M.

  • 716 institutional investors held Regions Financial (RF) as of Q1 2018, up from 704 in Q4 2017.
  • Funds reported $15.9B of Regions Financial stock for Q1 2018, up 7.1% quarter-over-quarter.
  • 84 funds opened new Regions Financial positions in Q1 2018 and 66 closed out, a net change of +18 holders.
  • The largest Regions Financial buyer in Q1 2018 was Bank of Montreal, an estimated $211M added.
  • The largest Regions Financial seller in Q1 2018 was Fidelity Investments, an estimated $164M sold.

Based on aggregated 13F filings for Q1 2018.