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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
ICM
626
IMS Capital Management
Oregon
$24K +$24.8K +1,320 New
AAP
627
Arax Advisory Partners
Colorado
$24K +$24.9K +1,325 New
HT
628
Heritage Trust
Oklahoma
$23K
TFO
629
Tarbox Family Office
California
$23K +$2.03K +108 +10%
PFBT
630
Parkside Financial Bank & Trust
Missouri
$22K -$433 -23 -2%
PCG
631
Private Capital Group
Connecticut
$22K
RIA
632
RPG Investment Advisory
California
$22K
AIM
633
Advantage Investment Management
Iowa
$22K +$22.3K +1,183 New
AIM
634
Anchor Investment Management
South Carolina
$21.6K
TCOV
635
Trust Company of Vermont
Vermont
$21K
RWA
636
Ropes Wealth Advisors
Massachusetts
$20K
SFA
637
Spectrum Financial Alliance
Kentucky
$20K
CFGS
638
Concourse Financial Group Securities
Alabama
$20K +$20.4K +1,083 New
RWA
639
River Wealth Advisors
Pennsylvania
$16K
GTAM
640
Global Trust Asset Management
Florida
$15K
MCM
641
Mainstay Capital Management
Michigan
$15K
SNT
642
Security National Trust
West Virginia
$14K
SIS
643
Sound Income Strategies
Florida
$14K +$3.54K +188 +33%
WPA
644
West Paces Advisors
Georgia
$13K
FWM
645
Focused Wealth Management
New York
$13K -$90.3K -4,800 -87%
PFSC
646
Peoples Financial Services Corp
Pennsylvania
$13K
FMP
647
Financial Management Professionals
Texas
$12K
KPCM
648
Kings Point Capital Management
New York
$12K
TSW
649
Thompson Siegel & Walmsley
Virginia
$12K
WEC
650
Winslow Evans & Crocker
Massachusetts
$12K

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.