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Regions Financial

611 hedge funds and large institutions have $13.5B invested in Regions Financial in 2017 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 226 increasing their positions, 210 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $99.5M | Put options by funds: $47.6M

8% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 210

1% more capital invested

Capital invested by funds: $13.4B → $13.5B (+$90.5M)

2% less ownership

Funds ownership: 75.94%73.94% (-2%)

5% less funds holding

Funds holding: 645611 (-34)

32% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 78

73% less funds holding in top 10

Funds holding in top 10: 113 (-8)

Holders
611
Holders Change
-34
Holders Change %
-5.27%
% of All Funds
15.23%
Holding in Top 10
3
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-72.73%
% of All Funds
0.07%
New
53
Increased
226
Reduced
210
Closed
78
Calls
$99.5M
Puts
$47.6M
Net Calls
+$51.9M
Net Calls Change
+$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
B
651
Bridgeworth
Alabama
-$468K -31,733 Closed
HAI
652
Hennessy Advisors Inc
California
-$439K -30,000 Closed
HF
653
HRT Financial
New York
-$386K -26,380 Closed
MYLI
654
Meiji Yasuda Life Insurance
Japan
-$371K -25,340 Closed
HCM
655
Highbridge Capital Management
New York
-$361K -24,709 Closed
PG
656
Pendal Group
Australia
-$352K -24,076 Closed
SS
657
Simplicity Solutions
Minnesota
-$296K -20,227 Closed
BA
658
Bridgewater Associates
Connecticut
-$293K -20,021 Closed
HCM
659
Huber Capital Management
California
-$284K -19,400 Closed
VOAM
660
Vertex One Asset Management
British Columbia, Canada
-$248K -16,962 Closed
GCA
661
Gideon Capital Advisors
New York
-$237K -16,170 Closed
ACS
662
Archford Capital Strategies
Illinois
-$203K -13,877 Closed
EGA
663
Eagle Global Advisors
Texas
-$168K -11,483 Closed
CA
664
Clearstead Advisors
Ohio
-$168K -11,460 Closed
SFS
665
Sowell Financial Services
Arkansas
-$170K -11,413 Closed
DCM
666
Driehaus Capital Management
Illinois
-$164K -11,193 Closed
PAS
667
Park Avenue Securities
New York
-$161K -10,833 Closed
DC
668
Davenport & Co
Virginia
-$157K -10,733 Closed
CWM
669
Cornerstone Wealth Management
Missouri
-$151K -10,199 Closed
SEC
670
Seven Eight Capital
New York
-$111K -7,602 Closed
FPA
671
Fieldpoint Private Advisors
New York
-$95K -6,495 Closed
IR
672
Invictus RG
Bermuda
-$86K -5,898 Closed
FWM
673
Focused Wealth Management
New York
-$81K -5,500 Closed
ST
674
Smithfield Trust
Pennsylvania
-$81K -5,500 Closed
AIM
675
Assured Investment Management
New York
-$68K -4,619 Closed

RF Hedge Fund Activity: Q3 2017 in Review

611 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q3 2017, worth a combined $13.5B — up 0.68% from $13.4B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of RF and 53 opened new positions — a net loss of 25 holders — while 210 trimmed existing stakes and 226 added.

The largest buyer was Jupiter Investment Management, adding an estimated $98.7M. The largest seller was Pzena Investment Management, cutting an estimated $116M.

  • 611 institutional investors held Regions Financial (RF) as of Q3 2017, down from 645 in Q2 2017.
  • Funds reported $13.5B of Regions Financial stock for Q3 2017, up 0.68% quarter-over-quarter.
  • 53 funds opened new Regions Financial positions in Q3 2017 and 78 closed out, a net change of -25 holders.
  • The largest Regions Financial buyer in Q3 2017 was Jupiter Investment Management, an estimated $98.7M added.
  • The largest Regions Financial seller in Q3 2017 was Pzena Investment Management, an estimated $116M sold.

Based on aggregated 13F filings for Q3 2017.