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Regions Financial

757 hedge funds and large institutions have $11.9B invested in Regions Financial in 2019 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 232 increasing their positions, 287 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 37

63% more call options, than puts

Call options by funds: $77.9M | Put options by funds: $47.9M

9% more funds holding

Funds holding: 696757 (+61)

8% more capital invested

Capital invested by funds: $11B → $11.9B (+$905M)

2.24% more ownership

Funds ownership: 69.85%72.09% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

19% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 287

Holders
757
Holders Change
+61
Holders Change %
+8.76%
% of All Funds
14.92%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
111
Increased
232
Reduced
287
Closed
37
Calls
$77.9M
Puts
$47.9M
Net Calls
+$30M
Net Calls Change
-$21.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
726
Selective Wealth Management
Virginia
$3K +$16 +1 +0.6%
TWA
727
TCI Wealth Advisors
Arizona
$3K +$49 +3 +2%
GWS
728
Glassman Wealth Services
Virginia
$3K +$477 +29 +22%
BWA
729
Burt Wealth Advisors
Maryland
$3K +$2.47K +150 New
Marshall Wace
730
Marshall Wace
United Kingdom
$2K -$1.69M -102,624 -100%
PCG
731
Private Capital Group
Connecticut
$2K -$7.69K -467 -77%
AF
732
Allworth Financial
California
$2K
BWA
733
BDO Wealth Advisors
Florida
$2K
LWM
734
Lenox Wealth Management
Ohio
$2K
PFGIA
735
Patriot Financial Group Insurance Agency
Massachusetts
$2K
PWP
736
Personal Wealth Partners
Minnesota
$2K
BWM
737
Baystate Wealth Management
Massachusetts
$2K +$16 +1 +0.7%
EWA
738
Evolution Wealth Advisors
Florida
$2K +$1.91K +116 New
WCM
739
Wealthcare Capital Management
Virginia
$2K +$2.14K +130 New
HWM
740
Howard Wealth Management
Connecticut
$2K +$2.32K +141 New
HWA
741
Heritage Wealth Advisors
Virginia
$1.73K +$1.66K +101 New
AWA
742
Arkadios Wealth Advisors
Georgia
$1.53K +$1.51K +92 New
FPFS
743
First Personal Financial Services
North Carolina
$1K
Fidelity International
744
Fidelity International
Bermuda
$1K +$313 +19 +127%
PG
745
Proffitt & Goodson
Tennessee
$1K +$346 +21 +49%
Kayne Anderson Rudnick Investment Management
746
Kayne Anderson Rudnick Investment Management
California
$1K +$922 +56 New
CWA
747
Capital Wealth Alliance
Arizona
$1K +$1.07K +65 New
KPW
748
Kore Private Wealth
New York
$1K +$1.07K +65 New
CA
749
CXI Advisors
Indiana
$1K +$1.15K +70 New
LWM
750
Lionsbridge Wealth Management
Florida
$1K +$1.4K +85 New

RF Hedge Fund Activity: Q4 2019 in Review

757 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q4 2019, worth a combined $11.9B — up 8.2% from $11B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new RF positions and 37 closed out — a net gain of 74 holders — while 232 added to existing stakes and 287 trimmed.

The largest buyer was EJF Capital, opening a new position worth an estimated $42M. The largest seller was Citadel Advisors, cutting an estimated $86.1M.

  • 757 institutional investors held Regions Financial (RF) as of Q4 2019, up from 696 in Q3 2019.
  • Funds reported $11.9B of Regions Financial stock for Q4 2019, up 8.2% quarter-over-quarter.
  • 111 funds opened new Regions Financial positions in Q4 2019 and 37 closed out, a net change of +74 holders.
  • The largest Regions Financial buyer in Q4 2019 was EJF Capital, an estimated $42M added.
  • The largest Regions Financial seller in Q4 2019 was Citadel Advisors, an estimated $86.1M sold.

Based on aggregated 13F filings for Q4 2019.