Regions Financial
704 hedge funds and large institutions have $14.8B invested in Regions Financial in 2017 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 206 increasing their positions, 237 reducing their positions, and 34 closing their positions.
288% more first-time investments, than exits
New positions opened: 132 | Existing positions closed: 34
267% more funds holding in top 10
Funds holding in top 10: 3 → 11 (+8)
93% more call options, than puts
Call options by funds: $152M | Put options by funds: $78.8M
15% more funds holding
Funds holding: 611 → 704 (+93)
10% more capital invested
Capital invested by funds: $13.5B → $14.8B (+$1.35B)
0.07% less ownership
Funds ownership: 73.94% → 73.87% (-0.07%)
13% less repeat investments, than reductions
Existing positions increased: 206 | Existing positions reduced: 237
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Adage Capital Partners
Boston,
Massachusetts
|
+$77.8M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$76M |
| 3 |
Morgan Stanley
New York
|
+$73.4M |
| 4 |
Millennium Management
New York
|
+$52.6M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$45.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
-$174M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$116M |
| 3 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
-$103M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
-$103M |
| 5 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$92.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VIA
726
Vident Investment Advisory
Alpharetta,
Georgia
| – | -$220K | -14,461 | Closed |
|
|
IAA
727
Independent Advisor Alliance
Charlotte,
North Carolina
| – | -$165K | -10,986 | Closed |
|
|
IAM
728
Impax Asset Management
Portsmouth,
New Hampshire
| – | -$154K | -10,094 | Closed |
|
|
SPC
729
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$153K | -10,040 | Closed |
|
|
CG
730
Cutler Group
San Francisco,
California
| – | -$132K | -8,242 | Closed |
|
|
SMG
731
Spectrum Management Group
Indianapolis,
Indiana
| – | -$31K | -2,061 | Closed |
|
|
FANJ
732
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$21K | -1,400 | Closed |
|
733
Loomis, Sayles & Company
Boston,
Massachusetts
| – | -$18K | -1,174 | Closed |
|
|
CP
734
Corbenic Partners
Bethlehem,
Pennsylvania
| – | -$4K | -266 | Closed |
|
|
AIM
735
Advantage Investment Management
Cedar Rapids,
Iowa
| – | -$3K | -206 | Closed |
|
|
OAM
736
Oppenheimer Asset Management
New York
| – | -$1K | -98 | Closed |
|
|
CMO
737
Covenant Multifamily Offices
San Antonio,
Texas
| – | +$16 | +1 | New |
|
RF Hedge Fund Activity: Q4 2017 in Review
704 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q4 2017, worth a combined $14.8B — up 10% from $13.5B a quarter earlier.
Buyers outnumbered sellers: 132 funds opened new RF positions and 34 closed out — a net gain of 98 holders — while 206 added to existing stakes and 237 trimmed.
The largest buyer was Adage Capital Partners, adding an estimated $77.8M. The largest seller was AQR Capital Management, cutting an estimated $174M.
- 704 institutional investors held Regions Financial (RF) as of Q4 2017, up from 611 in Q3 2017.
- Funds reported $14.8B of Regions Financial stock for Q4 2017, up 10% quarter-over-quarter.
- 132 funds opened new Regions Financial positions in Q4 2017 and 34 closed out, a net change of +98 holders.
- The largest Regions Financial buyer in Q4 2017 was Adage Capital Partners, an estimated $77.8M added.
- The largest Regions Financial seller in Q4 2017 was AQR Capital Management, an estimated $174M sold.
Based on aggregated 13F filings for Q4 2017.