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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
BWM
651
BerganKDV Wealth Management
Minnesota
$11K
EARNEST Partners
652
EARNEST Partners
Georgia
$11K
GI
653
Gradient Investments
Minnesota
$11K
KJWM
654
Kiley Juergens Wealth Management
Washington
$11K +$19 +1 +0.2%
JCM
655
Jacobi Capital Management
Pennsylvania
$10K
WA
656
WealthTrust-Arizona
Arizona
$10K
CFA
657
Camarda Financial Advisors
Florida
$9K
MCA
658
Mercer Capital Advisers
New Jersey
$9K
MMG
659
Monetary Management Group
Missouri
$9K
TFA
660
Toth Financial Advisory
Virginia
$9K
PCP
661
Proficio Capital Partners
Massachusetts
$9K +$2.13K +113 +29%
CHP
662
Cable Hill Partners
Oregon
$8K -$7.83K -416 -50%
ME
663
McIlrath & Eck
Washington
$8K +$3.24K +172 +64%
IFAM
664
Institutional & Family Asset Management
Colorado
$8K +$7.72K +410 New
CHC
665
City Holding Co
West Virginia
$7K
OBWP
666
O'Brien Wealth Partners
Massachusetts
$7K +$6.96K +370 New
WSTAM
667
Wilbanks Smith & Thomas Asset Management
Virginia
$7K +$7.6K +404 New
PHK
668
Point72 Hong Kong
Hong Kong
$6K -$96.3K -5,116 -94%
OIA
669
Optimum Investment Advisors
Illinois
$6K
Rockefeller Capital Management
670
Rockefeller Capital Management
New York
$6K
SMFS
671
Squar Milner Financial Services
California
$5K
THWM
672
Taylor Hoffman Wealth Management
Virginia
$5K
UOTTAIMCU
673
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$5K +$5.08K +270 New
CA
674
Crewe Advisors
Utah
$4K
HCM
675
Horrell Capital Management
Arkansas
$4K

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.