We are live on ! Find out more
RF icon

Regions Financial

688 hedge funds and large institutions have $6.41B invested in Regions Financial in 2020 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 224 increasing their positions, 274 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.45% more ownership

Funds ownership: 72.09%74.53% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less call options, than puts

Call options by funds: $28M | Put options by funds: $28.9M

9% less funds holding

Funds holding: 757688 (-69)

18% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 274

46% less capital invested

Capital invested by funds: $11.9B → $6.41B (-$5.53B)

47% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 130

Holders
688
Holders Change
-69
Holders Change %
-9.11%
% of All Funds
15.16%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
69
Increased
224
Reduced
274
Closed
130
Calls
$28M
Puts
$28.9M
Net Calls
-$938K
Net Calls Change
-$31M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
626
Optimum Investment Advisors
Illinois
$9K -$5.29K -378 -27%
SWM
627
Sugarloaf Wealth Management
Georgia
$9K
LWM
628
Liberty Wealth Management
California
$9K +$98 +7 +0.7%
HNB
629
Huntington National Bank
Ohio
$8K -$22.8K -1,631 -63%
CFN
630
Cordasco Financial Network
Florida
$8K
JCM
631
Jacobi Capital Management
Pennsylvania
$7K
LWANC
632
Laurel Wealth Advisors (North Carolina)
North Carolina
$7K
SNT
633
Security National Trust
West Virginia
$7K
SIS
634
Sound Income Strategies
Florida
$7K
OAM
635
Oppenheimer Asset Management
New York
$7K +$11.4K +813 New
DWM
636
Darwin Wealth Management
Florida
$7K +$11.8K +844 New
GFPC
637
Global Financial Private Client
Florida
$6.79K
WPA
638
West Paces Advisors
Georgia
$6.37K
QT
639
Quantbot Technologies
New York
$6K -$181K -12,915 -94%
BWM
640
BerganKDV Wealth Management
Minnesota
$6K
RCA
641
Ranch Capital Advisors
Florida
$6K
SLF
642
Sun Life Financial
Ontario, Canada
$5K -$513K -36,597 -98%
MCM
643
MV Capital Management
Maryland
$5K -$4.78K -341 -40%
EARNEST Partners
644
EARNEST Partners
Georgia
$5K
GRP
645
Global Retirement Partners
California
$5K
NSIM
646
North Star Investment Management
Illinois
$5K
PB
647
Pinnacle Bancorp
Nebraska
$5K
CI
648
CX Institutional
Indiana
$5K +$1.63K +116 +27%
PCG
649
Private Capital Group
Connecticut
$5K +$5.37K +383 +282%
KPW
650
Kore Private Wealth
New York
$5K +$7.44K +531 +817%

RF Hedge Fund Activity: Q1 2020 in Review

688 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q1 2020, worth a combined $6.41B — down 46% from $11.9B a quarter earlier.

Sellers outnumbered buyers: 130 funds closed out of RF and 69 opened new positions — a net loss of 61 holders — while 274 trimmed existing stakes and 224 added.

The largest buyer was Capital World Investors, opening a new position worth an estimated $451M. The largest seller was BlackRock, cutting an estimated $177M.

  • 688 institutional investors held Regions Financial (RF) as of Q1 2020, down from 757 in Q4 2019.
  • Funds reported $6.41B of Regions Financial stock for Q1 2020, down 46% quarter-over-quarter.
  • 69 funds opened new Regions Financial positions in Q1 2020 and 130 closed out, a net change of -61 holders.
  • The largest Regions Financial buyer in Q1 2020 was Capital World Investors, an estimated $451M added.
  • The largest Regions Financial seller in Q1 2020 was BlackRock, an estimated $177M sold.

Based on aggregated 13F filings for Q1 2020.