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Regions Financial

716 hedge funds and large institutions have $15.9B invested in Regions Financial in 2018 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 216 increasing their positions, 284 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more call options, than puts

Call options by funds: $154M | Put options by funds: $50.3M

27% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 66

7% more capital invested

Capital invested by funds: $14.8B → $15.9B (+$1.05B)

2.25% more ownership

Funds ownership: 73.87%76.11% (+2.2%)

2% more funds holding

Funds holding: 704716 (+12)

24% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 284

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
716
Holders Change
+12
Holders Change %
+1.7%
% of All Funds
16.41%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.18%
New
84
Increased
216
Reduced
284
Closed
66
Calls
$154M
Puts
$50.3M
Net Calls
+$104M
Net Calls Change
+$30.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
676
Camarda Financial Advisors
Florida
$9K
MMG
677
Monetary Management Group
Missouri
$9K
TFA
678
Toth Financial Advisory
Virginia
$9K
MCA
679
Mercer Capital Advisers
New Jersey
$9K +$9.47K +500 New
IWM
680
IHT Wealth Management
Illinois
$8K +$38 +2 +0.5%
VCM
681
Virtue Capital Management
Tennessee
$8K +$7.66K +404 New
MCM
682
Manchester Capital Management
Vermont
$8K +$8.07K +426 New
GEA
683
Glen Eagle Advisors
New Jersey
$7.43K -$3.79K -200 -33%
Carson Wealth (CWM LLC)
684
Carson Wealth (CWM LLC)
Nebraska
$7K
CHC
685
City Holding Co
West Virginia
$7K
PCP
686
Proficio Capital Partners
Massachusetts
$7K
PW
687
Price Wealth
Texas
$6K -$6.42K -339 -50%
SIA
688
Sit Investment Associates
Minnesota
$6K
OIA
689
Optimum Investment Advisors
Illinois
$6K +$5.8K +306 New
SLF
690
Sun Life Financial
Ontario, Canada
$5.14K -$46.6K -2,459 -96%
BWA
691
BDO Wealth Advisors
Florida
$5K
CAM
692
CenterStar Asset Management
Illinois
$5K
ME
693
McIlrath & Eck
Washington
$5K
CA
694
Crewe Advisors
Utah
$4K
HCM
695
Horrell Capital Management
Arkansas
$4K
WWMSC
696
Wagner Wealth Management (South Carolina)
South Carolina
$4K
YWP
697
YorkBridge Wealth Partners
New York
$4K
FEG
698
Financial Enhancement Group
Indiana
$4K +$4.38K +231 New
WIM
699
Westside Investment Management
California
$3.31K
AWM
700
Avior Wealth Management
Nebraska
$3K -$3.75K -198 -51%

RF Hedge Fund Activity: Q1 2018 in Review

716 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q1 2018, worth a combined $15.9B — up 7.1% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new RF positions and 66 closed out — a net gain of 18 holders — while 216 added to existing stakes and 284 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $211M. The largest seller was Fidelity Investments, cutting an estimated $164M.

  • 716 institutional investors held Regions Financial (RF) as of Q1 2018, up from 704 in Q4 2017.
  • Funds reported $15.9B of Regions Financial stock for Q1 2018, up 7.1% quarter-over-quarter.
  • 84 funds opened new Regions Financial positions in Q1 2018 and 66 closed out, a net change of +18 holders.
  • The largest Regions Financial buyer in Q1 2018 was Bank of Montreal, an estimated $211M added.
  • The largest Regions Financial seller in Q1 2018 was Fidelity Investments, an estimated $164M sold.

Based on aggregated 13F filings for Q1 2018.