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Regions Financial

757 hedge funds and large institutions have $11.9B invested in Regions Financial in 2019 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 232 increasing their positions, 287 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 37

63% more call options, than puts

Call options by funds: $77.9M | Put options by funds: $47.9M

9% more funds holding

Funds holding: 696757 (+61)

8% more capital invested

Capital invested by funds: $11B → $11.9B (+$905M)

2.24% more ownership

Funds ownership: 69.85%72.09% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

19% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 287

Holders
757
Holders Change
+61
Holders Change %
+8.76%
% of All Funds
14.92%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
111
Increased
232
Reduced
287
Closed
37
Calls
$77.9M
Puts
$47.9M
Net Calls
+$30M
Net Calls Change
-$21.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
676
RPG Investment Advisory
California
$21K
CFG
677
Citizens Financial Group
Rhode Island
$20K +$10.1K +614 +112%
VCP
678
Verus Capital Partners
Arizona
$20K +$19.5K +1,183 New
CAL
679
Capital Analysts LLC
Pennsylvania
$19K
FCM
680
Firestone Capital Management
Florida
$19K +$18.4K +1,115 New
KWM
681
Keebeck Wealth Management
Illinois
$18K +$17.6K +1,071 New
SWM
682
Sugarloaf Wealth Management
Georgia
$17K +$16.5K +1,000 New
LWM
683
Liberty Wealth Management
California
$16K +$115 +7 +0.7%
CFN
684
Cordasco Financial Network
Florida
$15K -$9.88K -600 -40%
AIC
685
Ameritas Investment Company
Nebraska
$15K -$263 -16 -2%
MCM
686
MV Capital Management
Maryland
$15K
EI
687
Ellevest Inc
New York
$15K +$12.9K +786 +819%
RWB
688
RMR Wealth Builders
New Jersey
$15K +$14.8K +896 New
GFPC
689
Global Financial Private Client
Florida
$14K +$13.5K +818 New
GTAM
690
Global Trust Asset Management
Florida
$14K
JCM
691
Jacobi Capital Management
Pennsylvania
$14K
LWANC
692
Laurel Wealth Advisors (North Carolina)
North Carolina
$13K
SNT
693
Security National Trust
West Virginia
$13K
RCA
694
Ranch Capital Advisors
Florida
$13K +$12.3K +747 New
WPA
695
West Paces Advisors
Georgia
$12.2K
PFSC
696
Peoples Financial Services Corp
Pennsylvania
$12K
SIS
697
Sound Income Strategies
Florida
$12K
TSW
698
Thompson Siegel & Walmsley
Virginia
$12K
BWM
699
BerganKDV Wealth Management
Minnesota
$12K +$938 +57 +9%
AA
700
Advisory Alpha
Michigan
$11.2K +$10.8K +655 +2,339%

RF Hedge Fund Activity: Q4 2019 in Review

757 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q4 2019, worth a combined $11.9B — up 8.2% from $11B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new RF positions and 37 closed out — a net gain of 74 holders — while 232 added to existing stakes and 287 trimmed.

The largest buyer was EJF Capital, opening a new position worth an estimated $42M. The largest seller was Citadel Advisors, cutting an estimated $86.1M.

  • 757 institutional investors held Regions Financial (RF) as of Q4 2019, up from 696 in Q3 2019.
  • Funds reported $11.9B of Regions Financial stock for Q4 2019, up 8.2% quarter-over-quarter.
  • 111 funds opened new Regions Financial positions in Q4 2019 and 37 closed out, a net change of +74 holders.
  • The largest Regions Financial buyer in Q4 2019 was EJF Capital, an estimated $42M added.
  • The largest Regions Financial seller in Q4 2019 was Citadel Advisors, an estimated $86.1M sold.

Based on aggregated 13F filings for Q4 2019.