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.
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: 704 → 716 (+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: 11 → 8 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$211M |
| 2 |
PC
PointState Capital
New York
|
+$119M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$47.1M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$41.6M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$37.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$164M |
| 2 |
State Street
Boston,
Massachusetts
|
-$86.3M |
| 3 |
Millennium Management
New York
|
-$70.6M |
| 4 |
Morgan Stanley
New York
|
-$55.4M |
| 5 |
SC
Samlyn Capital
New York
|
-$42.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MPWT
776
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$5.41K | -313 | Closed |
|
|
OFW
777
Omnia Family Wealth
Aventura,
Florida
| – | -$5K | -303 | Closed |
|
|
WWM
778
Willingdon Wealth Management
Huntersville,
North Carolina
| – | -$3K | -200 | Closed |
|
|
LC
779
Landaas & Company
Milwaukee,
Wisconsin
| – | -$2K | -119 | Closed |
|
780
Financial Engines Advisors
Santa Clara,
California
| – | -$2K | -115 | Closed |
|
|
PWM
781
Paulson Wealth Management
Wheaton,
Illinois
| – | -$1K | -82 | 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.