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Regions Financial

772 hedge funds and large institutions have $14.4B invested in Regions Financial in 2021 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 270 increasing their positions, 265 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 65

2% more funds holding

Funds holding: 757772 (+15)

2% more repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 265

0.38% more ownership

Funds ownership: 73.79%74.17% (+0.38%)

1% less call options, than puts

Call options by funds: $60.1M | Put options by funds: $60.7M

2% less capital invested

Capital invested by funds: $14.6B → $14.4B (-$267M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
772
Holders Change
+15
Holders Change %
+1.98%
% of All Funds
13.44%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
85
Increased
270
Reduced
265
Closed
65
Calls
$60.1M
Puts
$60.7M
Net Calls
-$625K
Net Calls Change
-$35.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TFO
651
Tarbox Family Office
California
$67K +$43.3K +2,000 +151%
CP
652
Castleview Partners
Texas
$66K +$70.9K +3,280 New
IFAM
653
Institutional & Family Asset Management
Colorado
$63K +$67.3K +3,114 New
WT
654
Whittier Trust
California
$62K
PO
655
Private Ocean
California
$61K
AIM
656
Anchor Investment Management
South Carolina
$60.4K
CWC
657
Carolinas Wealth Consulting
North Carolina
$57K -$4.67K -216 -7%
MPWT
658
MassMutual Private Wealth & Trust
Connecticut
$57K +$2.75K +127 +5%
LAS
659
Lloyd Advisory Services
Georgia
$53K -$26.2K -1,211 -32%
DZ Bank
660
DZ Bank
Germany
$51.5K
VCM
661
Versant Capital Management
Arizona
$45K -$887 -41 -2%
APC
662
Aspire Private Capital
North Carolina
$43K -$73.7K -3,407 -62%
AFS
663
Annapolis Financial Services
Maryland
$40K
GCM
664
Gables Capital Management
Florida
$40K
BAM
665
Baldrige Asset Management
Pennsylvania
$40K +$42.7K +1,974 New
MA
666
Modus Advisors
Minnesota
$38K +$41K +1,898 New
T
667
TOBAM
France
$36K -$43.3K -2,004 -53%
SGAM
668
Smith Group Asset Management
Texas
$34K -$7.44K -344 -17%
CCM
669
Covington Capital Management
California
$34K
TWA
670
TCI Wealth Advisors
Arizona
$34K +$1.58K +73 +5%
HFM
671
Harvest Fund Management
China
$33K
PFBT
672
Parkside Financial Bank & Trust
Missouri
$32K +$2.42K +112 +8%
ST
673
Smithfield Trust
Pennsylvania
$31K
MSFP
674
Mark Sheptoff Financial Planning
Connecticut
$30K -$6.49K -300 -17%
GRP
675
Global Retirement Partners
California
$30K +$18.8K +867 +144%

RF Hedge Fund Activity: Q2 2021 in Review

772 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q2 2021, worth a combined $14.4B — down 1.8% from $14.6B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new RF positions and 65 closed out — a net gain of 20 holders — while 270 added to existing stakes and 265 trimmed.

The largest buyer was Ardevora Asset Management, opening a new position worth an estimated $73.1M. The largest seller was JP Morgan Chase, cutting an estimated $179M.

  • 772 institutional investors held Regions Financial (RF) as of Q2 2021, up from 757 in Q1 2021.
  • Funds reported $14.4B of Regions Financial stock for Q2 2021, down 1.8% quarter-over-quarter.
  • 85 funds opened new Regions Financial positions in Q2 2021 and 65 closed out, a net change of +20 holders.
  • The largest Regions Financial buyer in Q2 2021 was Ardevora Asset Management, an estimated $73.1M added.
  • The largest Regions Financial seller in Q2 2021 was JP Morgan Chase, an estimated $179M sold.

Based on aggregated 13F filings for Q2 2021.