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Regions Financial

720 hedge funds and large institutions have $10.4B invested in Regions Financial in 2019 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 241 increasing their positions, 280 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $43.2M | Put options by funds: $34.6M

13% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 69

3% more capital invested

Capital invested by funds: $10.1B → $10.4B (+$321M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less funds holding

Funds holding: 721720 (-1)

0.88% less ownership

Funds ownership: 73.26%72.38% (-0.88%)

14% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 280

Holders
720
Holders Change
-1
Holders Change %
-0.14%
% of All Funds
15.58%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
78
Increased
241
Reduced
280
Closed
69
Calls
$43.2M
Puts
$34.6M
Net Calls
+$8.59M
Net Calls Change
-$42.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CHC
676
City Holding Co
West Virginia
$6K
ME
677
McIlrath & Eck
Washington
$6K
BWA
678
BDO Wealth Advisors
Florida
$5K -$68.9K -4,500 -93%
TCOV
679
Trust Company of Vermont
Vermont
$5K -$4.95K -323 -50%
AIA
680
Alera Investment Advisors
Illinois
$4K -$1.33K -87 -22%
OIA
681
Optimum Investment Advisors
Illinois
$4K
RWA
682
Ropes Wealth Advisors
Massachusetts
$4K
THWM
683
Taylor Hoffman Wealth Management
Virginia
$4K
PFGIA
684
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$1.92K +125 +93%
GSWM
685
Golden State Wealth Management
California
$4K +$4.73K +309 New
ACA
686
Anchor Capital Advisors
Massachusetts
$3.1K +$3.35M +218,729 New
BCI
687
Brinker Capital Investments
Pennsylvania
$3K
CA
688
Crewe Advisors
Utah
$3K
HCM
689
Horrell Capital Management
Arkansas
$3K
SMFS
690
Squar Milner Financial Services
California
$3K
YWP
691
YorkBridge Wealth Partners
New York
$3K
LWCFA
692
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K +$1.73K +113 +101%
FGAM
693
Financial Gravity Asset Management
Texas
$3K +$2.8K +183 New
CHP
694
Cable Hill Partners
Oregon
$2K
CIR
695
Clear Investment Research
Georgia
$2K
VNA
696
Valley National Advisers
Pennsylvania
$2K
BWM
697
Baystate Wealth Management
Massachusetts
$2K +$15 +1 +0.8%
GWS
698
Glassman Wealth Services
Virginia
$2K +$214 +14 +13%
AF
699
Allworth Financial
California
$2K +$1.99K +130 New
SFA
700
Semmax Financial Advisors
North Carolina
$2K +$2.27K +148 New

RF Hedge Fund Activity: Q1 2019 in Review

720 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q1 2019, worth a combined $10.4B — up 3.2% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new RF positions and 69 closed out — a net gain of 9 holders — while 241 added to existing stakes and 280 trimmed.

The largest buyer was Ameriprise, adding an estimated $55.7M. The largest seller was Boston Partners, cutting an estimated $234M.

  • 720 institutional investors held Regions Financial (RF) as of Q1 2019, down from 721 in Q4 2018.
  • Funds reported $10.4B of Regions Financial stock for Q1 2019, up 3.2% quarter-over-quarter.
  • 78 funds opened new Regions Financial positions in Q1 2019 and 69 closed out, a net change of +9 holders.
  • The largest Regions Financial buyer in Q1 2019 was Ameriprise, an estimated $55.7M added.
  • The largest Regions Financial seller in Q1 2019 was Boston Partners, an estimated $234M sold.

Based on aggregated 13F filings for Q1 2019.