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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
AA
751
Ancora Advisors
Ohio
$4K +$4.24K +196 New
CA
752
Centerpoint Advisors
Massachusetts
$3K -$2.16K -100 -40%
BC
753
Bartlett & Co
Ohio
$3K
TFGT
754
TS Financial Group (TSFG)
Illinois
$3K
BWM
755
Baystate Wealth Management
Massachusetts
$3K +$22 +1 +0.7%
AWM
756
Accel Wealth Management
Iowa
$3K +$1.71K +79 +113%
MCM
757
MV Capital Management
Maryland
$3K +$2.46K +114 +317%
LWCFA
758
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K +$3.2K +148 New
BCWM
759
Bartlett & Co Wealth Management
Ohio
$2.99K
TC
760
Truvestments Capital
Florida
$2K -$21.5K -992 -89%
BWA
761
BDO Wealth Advisors
Florida
$2K
GWSG
762
GPS Wealth Strategies Group
Colorado
$2K
JFA
763
JNBA Financial Advisors
Minnesota
$2K
TFM
764
TFC Financial Management
Massachusetts
$2K
MF
765
Magnetar Financial
Illinois
$1.75K +$1.88M +86,736 New
WTC
766
WhitTier Trust Company
Nevada
$1K
GAM
767
Gemmer Asset Management
California
$1K +$562 +26 New
AFG
768
Albion Financial Group
Utah
$1K +$930 +43 New
FMP
769
Financial Management Professionals
Texas
$1K +$1.19K +55 New
GI
770
Gradient Investments
Minnesota
$1K +$1.38K +64 New
WA
771
Waddell & Associates
Tennessee
$392 +$420K +19,425 New
BBHC
772
Brown Brothers Harriman & Co
New York
$219 -$14.5K -670 -6%
PWAG
773
Polaris Wealth Advisory Group
California
-$20.9M -983,153 Closed
AIM
774
Artemis Investment Management
United Kingdom
-$14.6M -705,815 Closed
E
775
Ergoteles
New York
-$8.62M -417,140 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.