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Regions Financial

772 hedge funds and large institutions have $14.4B invested in Regions Financial in 2021 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 270 increasing their positions, 265 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 65

2% more funds holding

Funds holding: 757772 (+15)

2% more repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 265

0.38% more ownership

Funds ownership: 73.79%74.17% (+0.38%)

1% less call options, than puts

Call options by funds: $60.1M | Put options by funds: $60.7M

2% less capital invested

Capital invested by funds: $14.6B → $14.4B (-$267M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
772
Holders Change
+15
Holders Change %
+1.98%
% of All Funds
13.44%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
85
Increased
270
Reduced
265
Closed
65
Calls
$60.1M
Puts
$60.7M
Net Calls
-$625K
Net Calls Change
-$35.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FQ
676
First Quadrant
California
$28K +$5.99K +277 +25%
LC
677
Lindbrook Capital
California
$27K
EWM
678
Evermay Wealth Management
Virginia
$27K +$29.4K +1,358 New
CI
679
CX Institutional
Indiana
$26K +$1.69K +78 +6%
EW
680
Evoke Wealth
California
$25K -$6.49K -300 -20%
Loomis, Sayles & Company
681
Loomis, Sayles & Company
Massachusetts
$24K -$11.5K -532 -31%
MWC
682
MBM Wealth Consultants
Missouri
$24K
RIA
683
RPG Investment Advisory
California
$24K
IPW
684
IronBridge Private Wealth
Texas
$24K +$173 +8 +0.7%
FCM
685
Firestone Capital Management
Florida
$23K
BFC
686
Bedel Financial Consulting
Indiana
$23K +$130 +6 +0.5%
AAP
687
Arax Advisory Partners
Colorado
$23K +$24.8K +1,146 New
HCP
688
Hexagon Capital Partners
Arkansas
$22K +$2.16K +100 +10%
LWM
689
Liberty Wealth Management
California
$20K -$29.3K -1,353 -58%
FGAM
690
Financial Gravity Asset Management
Texas
$20K -$433 -20 -54%
BCM
691
Bourgeon Capital Management
Connecticut
$20K
CHC
692
City Holding Co
West Virginia
$20K
SWM
693
Sugarloaf Wealth Management
Georgia
$20K
HIA
694
Harbor Investment Advisory
Maryland
$19K
CFN
695
Cordasco Financial Network
Florida
$18K
WPA
696
West Paces Advisors
Georgia
$17.1K +$2.96K +137 +19%
ONST
697
Old North State Trust
North Carolina
$17K
JCM
698
Jacobi Capital Management
Pennsylvania
$16K
SNT
699
Security National Trust
West Virginia
$16K
RCA
700
Ranch Capital Advisors
Florida
$15K -$20.5K -947 Closed

RF Hedge Fund Activity: Q2 2021 in Review

772 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q2 2021, worth a combined $14.4B — down 1.8% from $14.6B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new RF positions and 65 closed out — a net gain of 20 holders — while 270 added to existing stakes and 265 trimmed.

The largest buyer was Ardevora Asset Management, opening a new position worth an estimated $73.1M. The largest seller was JP Morgan Chase, cutting an estimated $179M.

  • 772 institutional investors held Regions Financial (RF) as of Q2 2021, up from 757 in Q1 2021.
  • Funds reported $14.4B of Regions Financial stock for Q2 2021, down 1.8% quarter-over-quarter.
  • 85 funds opened new Regions Financial positions in Q2 2021 and 65 closed out, a net change of +20 holders.
  • The largest Regions Financial buyer in Q2 2021 was Ardevora Asset Management, an estimated $73.1M added.
  • The largest Regions Financial seller in Q2 2021 was JP Morgan Chase, an estimated $179M sold.

Based on aggregated 13F filings for Q2 2021.