We are live on ! Find out more
RF icon

Regions Financial

718 hedge funds and large institutions have $12B invested in Regions Financial in 2020 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 225 increasing their positions, 244 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 53

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

49% more capital invested

Capital invested by funds: $8.09B → $12B (+$3.94B)

16% more call options, than puts

Call options by funds: $64.5M | Put options by funds: $55.5M

11% more funds holding

Funds holding: 648718 (+70)

0.97% more ownership

Funds ownership: 73.05%74.02% (+0.97%)

8% less repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 244

Holders
718
Holders Change
+70
Holders Change %
+10.8%
% of All Funds
12.71%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
132
Increased
225
Reduced
244
Closed
53
Calls
$64.5M
Puts
$55.5M
Net Calls
+$9.03M
Net Calls Change
-$6.78M
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
676
ForthRight Wealth Management
Georgia
$7K +$6.45K +446 New
PFGIA
677
Patriot Financial Group Insurance Agency
Massachusetts
$6K
CFD
678
Creative Financial Designs
Indiana
$6K +$29 +2 +0.5%
CAGAS
679
Capital Advisory Group Advisory Services
Minnesota
$6K +$5.09K +352 New
CCA
680
Childress Capital Advisors
Texas
$6K +$5.32K +368 New
TCOV
681
Trust Company of Vermont
Vermont
$6K +$5.73K +396 New
BFEC
682
Benjamin F. Edwards & Company
Missouri
$5K -$14.5K -1,000 -78%
HPC
683
HM Payson & Co
Maine
$5K
M
684
MOTCO
Texas
$5K
RPWA
685
Regent Peak Wealth Advisors
Georgia
$5K +$4.13K +286 New
TIAM2
686
Tru Independence Asset Management 2
Oregon
$5K +$4.34K +300 New
PK
687
Pflug Koory
Nebraska
$5K +$4.45K +308 New
FFG
688
Fortem Financial Group
California
$5K +$4.6K +318 New
AIG
689
American International Group
New York
$5K -$165K -11,403 -4%
CA
690
Crewe Advisors
Utah
$4K -$911 -63 -21%
NSIM
691
North Star Investment Management
Illinois
$4K
SL
692
Savior LLC
Massachusetts
$4K
SFSIG
693
San Francisco Sentry Investment Group
California
$3K
TFGT
694
TS Financial Group (TSFG)
Illinois
$3K
SIM
695
Sonora Investment Management
Arizona
$3K +$853 +59 +46%
MRCM
696
M&R Capital Management
New Jersey
$3K +$2.89K +200 New
BCWM
697
Bartlett & Co Wealth Management
Ohio
$2.39K +$2.13K +147 New
BWA
698
BDO Wealth Advisors
Florida
$2K
TFM
699
TFC Financial Management
Massachusetts
$2K
AF
700
Allworth Financial
California
$2K +$29 +2 +1%

RF Hedge Fund Activity: Q4 2020 in Review

718 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q4 2020, worth a combined $12B — up 49% from $8.09B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new RF positions and 53 closed out — a net gain of 79 holders — while 225 added to existing stakes and 244 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $162M. The largest seller was Capital World Investors, cutting an estimated $207M.

  • 718 institutional investors held Regions Financial (RF) as of Q4 2020, up from 648 in Q3 2020.
  • Funds reported $12B of Regions Financial stock for Q4 2020, up 49% quarter-over-quarter.
  • 132 funds opened new Regions Financial positions in Q4 2020 and 53 closed out, a net change of +79 holders.
  • The largest Regions Financial buyer in Q4 2020 was JP Morgan Chase, an estimated $162M added.
  • The largest Regions Financial seller in Q4 2020 was Capital World Investors, an estimated $207M sold.

Based on aggregated 13F filings for Q4 2020.