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Regions Financial
RF

688 hedge funds and large institutions have $6.41B invested in Regions Financial in 2020 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 224 increasing their positions, 274 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.45% more ownership

Funds ownership: 72.09% → 74.53% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

3% less call options, than puts

Call options by funds: $28M | Put options by funds: $28.9M

9% less funds holding

Funds holding: 757 → 688 (-69)

18% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 274

46% less capital invested

Capital invested by funds: $11.9B → $6.41B (-$5.53B)

47% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 130

Holders
688
Holders Change
-69
Holders Change %
-9.11%
% of All Funds
15.16%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
69
Increased
224
Reduced
274
Closed
130
Calls
$28M
Puts
$28.9M
Net Calls
-$938K
Net Calls Change
-$31M

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$451M
2
JP Morgan Chase
JP Morgan Chase
New York
+$210M
3
TIM
Thornburg Investment Management
New Mexico
+$127M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$89.9M
5
PP
Prudential plc
United Kingdom
+$78.9M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$177M
2
Boston Partners
Boston Partners
Massachusetts
-$99.4M
3
Invesco
Invesco
Georgia
-$76.7M
4
Bank of America
Bank of America
North Carolina
-$64.8M
5
Millennium Management
Millennium Management
New York
-$51.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
801
Howard Wealth Management
Connecticut
– -$2K -141 Closed
WCM
802
Wealthcare Capital Management
Virginia
– -$2K -130 Closed
EWA
803
Evolution Wealth Advisors
Florida
– -$2K -116 Closed
PWP
804
Personal Wealth Partners
Minnesota
– -$2K -113 Closed
HWA
805
Heritage Wealth Advisors
Virginia
– -$1.73K -101 Closed
LWM
806
Lenox Wealth Management
Ohio
– -$2K -93 Closed
LWM
807
Lionsbridge Wealth Management
Florida
– -$1K -85 Closed
CWA
808
Capital Wealth Alliance
Arizona
– -$1K -65 Closed
FPFS
809
First Personal Financial Services
North Carolina
– -$1K -59 Closed
Kayne Anderson Rudnick Investment Management
810
Kayne Anderson Rudnick Investment Management
California
– -$1K -56 Closed
Fidelity International
811
Fidelity International
Bermuda
– -$1K -34 Closed
LSA
812
Lion Street Advisors
Texas
– +$504 +36 New
PCTC
813
Perkins Coie Trust Company
Washington
– +$742 +53 New
29 30 31 32
33

RF Hedge Fund Activity: Q1 2020 in Review

688 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q1 2020, worth a combined $6.41B — down 46% from $11.9B a quarter earlier.

Sellers outnumbered buyers: 130 funds closed out of RF and 69 opened new positions — a net loss of 61 holders — while 274 trimmed existing stakes and 224 added.

The largest buyer was Capital World Investors, opening a new position worth an estimated $451M. The largest seller was BlackRock, cutting an estimated $177M.

  • 688 institutional investors held Regions Financial (RF) as of Q1 2020, down from 757 in Q4 2019.
  • Funds reported $6.41B of Regions Financial stock for Q1 2020, down 46% quarter-over-quarter.
  • 69 funds opened new Regions Financial positions in Q1 2020 and 130 closed out, a net change of -61 holders.
  • The largest Regions Financial buyer in Q1 2020 was Capital World Investors, an estimated $451M added.
  • The largest Regions Financial seller in Q1 2020 was BlackRock, an estimated $177M sold.

Based on aggregated 13F filings for Q1 2020.