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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
SIS
701
Sound Income Strategies
Florida
$15K -$7.85K -363 -33%
LWANC
702
Laurel Wealth Advisors (North Carolina)
North Carolina
$15K
WP
703
WealthShield Partners
North Carolina
$15K
SIM
704
Sonora Investment Management
Arizona
$15K +$13K +600 +472%
CP
705
Corbenic Partners
Pennsylvania
$15K +$15.5K +715 New
DA
706
Denali Advisors
California
$14K -$15.1K -700 -50%
OIA
707
Optimum Investment Advisors
Illinois
$14K -$6.62K -306 -30%
LWP
708
Lumature Wealth Partners
Georgia
$14K
PFSC
709
Peoples Financial Services Corp
Pennsylvania
$14K
BWM
710
BerganKDV Wealth Management
Minnesota
$13K
PCM
711
Peregrine Capital Management
Minnesota
$13K
EARNEST Partners
712
EARNEST Partners
Georgia
$12K
Nisa Investment Advisors
713
Nisa Investment Advisors
Missouri
$11K -$434K -20,087 -4%
PB
714
Pinnacle Bancorp
Nebraska
$11K
RIM
715
Rockbridge Investment Management
New York
$11K
GWS
716
Glassman Wealth Services
Virginia
$11K +$562 +26 +5%
AF
717
Allworth Financial
California
$10K -$52.3K -2,417 -84%
SQA
718
Simon Quick Advisors
New Jersey
$10K -$49.7K -2,300 -82%
CCA
719
Column Capital Advisors
Indiana
$10K
CFB
720
Cullen/Frost Bankers
Texas
$10K
ME
721
McIlrath & Eck
Washington
$10K
WOC
722
West Oak Capital
California
$10K
PCG
723
Private Capital Group
Connecticut
$10K +$2.23K +103 +28%
EWA
724
Evolution Wealth Advisors
Florida
$9K
SSC
725
Syverson Strege & Co
Iowa
$9K +$65 +3 +0.7%

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.