We are live on ! Find out more
RF icon

Regions Financial

716 hedge funds and large institutions have $15.9B invested in Regions Financial in 2018 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 216 increasing their positions, 284 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more call options, than puts

Call options by funds: $154M | Put options by funds: $50.3M

27% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 66

7% more capital invested

Capital invested by funds: $14.8B → $15.9B (+$1.05B)

2.25% more ownership

Funds ownership: 73.87%76.11% (+2.2%)

2% more funds holding

Funds holding: 704716 (+12)

24% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 284

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
716
Holders Change
+12
Holders Change %
+1.7%
% of All Funds
16.41%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.18%
New
84
Increased
216
Reduced
284
Closed
66
Calls
$154M
Puts
$50.3M
Net Calls
+$104M
Net Calls Change
+$30.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
701
Creative Financial Designs
Indiana
$3K
FGC
702
Financial Gravity Companies
Texas
$2K -$57 -3 -3%
BWM
703
Baystate Wealth Management
Massachusetts
$2K
CBT
704
Central Bank & Trust
Kentucky
$2K
LWCFA
705
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K
VNA
706
Valley National Advisers
Pennsylvania
$2K
GWS
707
Glassman Wealth Services
Virginia
$2K +$208 +11 +14%
OSNBOA
708
Old Second National Bank of Aurora
Illinois
$2K +$208 +11 +12%
FGAM
709
Financial Gravity Asset Management
Texas
$2K +$1.63K +86 New
AF
710
Allworth Financial
California
$2K +$2.05K +108 New
RCAG
711
Rehmann Capital Advisory Group
Michigan
$2K +$2.08K +110 New
TC
712
Trilogy Capital
California
$2K +$2.2K +116 New
GI
713
Gradient Investments
Minnesota
$1K -$3.9K -206 -77%
TL
714
TrueWealth LLC
Georgia
$1K -$1.31K -69 -58%
TCOV
715
Trust Company of Vermont
Vermont
$1K
MIFH
716
Migdal Insurance & Financial Holdings
Israel
$1K +$1.44K +76 New
KCM
717
Kingdon Capital Management
New York
-$25.1M -1,451,245 Closed
Hotchkis & Wiley Capital Management
718
Hotchkis & Wiley Capital Management
California
-$23.8M -1,379,567 Closed
GJL
719
Gendell Jeffrey L
-$13.8M -799,078 Closed
AWCI
720
Alpine Woods Capital Investors
New York
-$12.9M -746,000 Closed
EPCA
721
Elizabeth Park Capital Advisors
Ohio
-$10.4M -599,970 Closed
NM
722
Nokota Management
New York
-$9.94M -575,346 Closed
AU
723
Algebris (UK)
United Kingdom
-$5.45M -315,396 Closed
Capital Fund Management (CFM)
724
Capital Fund Management (CFM)
France
-$5.39M -312,086 Closed
Susquehanna International Group
725
Susquehanna International Group
Pennsylvania
-$5.45M -287,530 Closed

RF Hedge Fund Activity: Q1 2018 in Review

716 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q1 2018, worth a combined $15.9B — up 7.1% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new RF positions and 66 closed out — a net gain of 18 holders — while 216 added to existing stakes and 284 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $211M. The largest seller was Fidelity Investments, cutting an estimated $164M.

  • 716 institutional investors held Regions Financial (RF) as of Q1 2018, up from 704 in Q4 2017.
  • Funds reported $15.9B of Regions Financial stock for Q1 2018, up 7.1% quarter-over-quarter.
  • 84 funds opened new Regions Financial positions in Q1 2018 and 66 closed out, a net change of +18 holders.
  • The largest Regions Financial buyer in Q1 2018 was Bank of Montreal, an estimated $211M added.
  • The largest Regions Financial seller in Q1 2018 was Fidelity Investments, an estimated $164M sold.

Based on aggregated 13F filings for Q1 2018.