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Regions Financial

712 hedge funds and large institutions have $14.9B invested in Regions Financial in 2018 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 263 increasing their positions, 233 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $84M | Put options by funds: $38.3M

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

13% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 233

1% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 71

1% less funds holding

Funds holding: 716712 (-4)

1.5% less ownership

Funds ownership: 76.11%74.61% (-1.5%)

6% less capital invested

Capital invested by funds: $15.9B → $14.9B (-$947M)

Holders
712
Holders Change
-4
Holders Change %
-0.56%
% of All Funds
16.3%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.23%
New
72
Increased
263
Reduced
233
Closed
71
Calls
$84M
Puts
$38.3M
Net Calls
+$45.8M
Net Calls Change
-$58M
Name Holding Trade Value Shares
Change
Change in
Stake
TDC
676
Thompson Davis & Co
Virginia
$7K -$9.36K -500 -56%
CHC
677
City Holding Co
West Virginia
$7K
PCP
678
Proficio Capital Partners
Massachusetts
$7K
HIM
679
Hillsdale Investment Management
Ontario, Canada
$7K +$7.3K +390 New
Rockefeller Capital Management
680
Rockefeller Capital Management
New York
$6K +$5.97K +319 New
PGA
681
Premia Global Advisors
Florida
$5K -$29.9K -1,598 -84%
THWM
682
Taylor Hoffman Wealth Management
Virginia
$5K -$5.26K -281 -52%
ME
683
McIlrath & Eck
Washington
$5K
OIA
684
Optimum Investment Advisors
Illinois
$5K
SMFS
685
Squar Milner Financial Services
California
$5K +$5.24K +280 New
CA
686
Crewe Advisors
Utah
$4K
FEG
687
Financial Enhancement Group
Indiana
$4K
WWMSC
688
Wagner Wealth Management (South Carolina)
South Carolina
$4K
YWP
689
YorkBridge Wealth Partners
New York
$4K
WIM
690
Westside Investment Management
California
$3.26K
AWM
691
Avior Wealth Management
Nebraska
$3K
CFD
692
Creative Financial Designs
Indiana
$3K
HCM
693
Horrell Capital Management
Arkansas
$3K
Parallax Volatility Advisers
694
Parallax Volatility Advisers
California
$2K -$153K -8,150 -99%
AF
695
Allworth Financial
California
$2K
CBT
696
Central Bank & Trust
Kentucky
$2K
LWCFA
697
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K
OSNBOA
698
Old Second National Bank of Aurora
Illinois
$2K
TC
699
Trilogy Capital
California
$2K
BWM
700
Baystate Wealth Management
Massachusetts
$2K +$19 +1 +0.8%

RF Hedge Fund Activity: Q2 2018 in Review

712 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q2 2018, worth a combined $14.9B — down 6% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new RF positions and 71 closed out — a net gain of 1 holder — while 263 added to existing stakes and 233 trimmed.

The largest buyer was Millennium Management, adding an estimated $128M. The largest seller was Fidelity Investments, cutting an estimated $216M.

  • 712 institutional investors held Regions Financial (RF) as of Q2 2018, down from 716 in Q1 2018.
  • Funds reported $14.9B of Regions Financial stock for Q2 2018, down 6% quarter-over-quarter.
  • 72 funds opened new Regions Financial positions in Q2 2018 and 71 closed out, a net change of +1 holder.
  • The largest Regions Financial buyer in Q2 2018 was Millennium Management, an estimated $128M added.
  • The largest Regions Financial seller in Q2 2018 was Fidelity Investments, an estimated $216M sold.

Based on aggregated 13F filings for Q2 2018.