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Regions Financial

835 hedge funds and large institutions have $15.3B invested in Regions Financial in 2021 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 253 increasing their positions, 293 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 49

27% more call options, than puts

Call options by funds: $70.4M | Put options by funds: $55.4M

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

10% more funds holding

Funds holding: 759835 (+76)

2% more capital invested

Capital invested by funds: $15B → $15.3B (+$304M)

0.1% more ownership

Funds ownership: 73.94%74.04% (+0.1%)

14% less repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 293

Holders
835
Holders Change
+76
Holders Change %
+10.01%
% of All Funds
12.85%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
138
Increased
253
Reduced
293
Closed
49
Calls
$70.4M
Puts
$55.4M
Net Calls
+$15M
Net Calls Change
+$6.63M
Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
851
Wilbanks Smith & Thomas Asset Management
Virginia
-$228K -10,690 Closed
KPW
852
Kore Private Wealth
New York
-$208K -9,756 Closed
SW
853
SVB Wealth
Massachusetts
-$204K -9,578 Closed
HA
854
Herold Advisors
New York
-$74K -3,500 Closed
RCA
855
Ranch Capital Advisors
Florida
-$67K -3,147 Closed
LWM
856
Liberty Wealth Management
California
-$65K -2,472 Closed
CI
857
CX Institutional
Indiana
-$39K -1,811 Closed
GRP
858
Global Retirement Partners
California
-$35K -1,633 Closed
RIA
859
RPG Investment Advisory
California
-$26K -1,200 Closed
FCM
860
Firestone Capital Management
Florida
-$23K -1,115 Closed
JCM
861
Jacobi Capital Management
Pennsylvania
-$17K -799 Closed
DA
862
Denali Advisors
California
-$15K -700 Closed
DFCM
863
Dark Forest Capital Management
Puerto Rico
-$13K -607 Closed
KIG
864
Kowal Investment Group
Wisconsin
-$9K -442 Closed
EWA
865
Evolution Wealth Advisors
Florida
-$9K -433 Closed
SIAP
866
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$4K -201 Closed
MRCM
867
M&R Capital Management
New Jersey
-$4K -200 Closed
OSNBOA
868
Old Second National Bank of Aurora
Illinois
-$4K -182 Closed
RA
869
Resolute Advisors
California
-$4K -177 Closed
BWL
870
Bogart Wealth LLC
Virginia
-$3K -134 Closed
CPC
871
Consolidated Planning Corp
Georgia
-$3K -126 Closed
DOA
872
D'Orazio & Associates
Virginia
-$3K -124 Closed
BHWM
873
Bay Harbor Wealth Management
Maryland
-$2K -95 Closed
EBA
874
Eagle Bay Advisors
New York
-$2K -78 Closed
MA
875
MCF Advisors
Kentucky
-$1K -57 Closed

RF Hedge Fund Activity: Q4 2021 in Review

835 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q4 2021, worth a combined $15.3B — up 2% from $15B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new RF positions and 49 closed out — a net gain of 89 holders — while 253 added to existing stakes and 293 trimmed.

The largest buyer was BlackRock, adding an estimated $188M. The largest seller was Wells Fargo, cutting an estimated $249M.

  • 835 institutional investors held Regions Financial (RF) as of Q4 2021, up from 759 in Q3 2021.
  • Funds reported $15.3B of Regions Financial stock for Q4 2021, up 2% quarter-over-quarter.
  • 138 funds opened new Regions Financial positions in Q4 2021 and 49 closed out, a net change of +89 holders.
  • The largest Regions Financial buyer in Q4 2021 was BlackRock, an estimated $188M added.
  • The largest Regions Financial seller in Q4 2021 was Wells Fargo, an estimated $249M sold.

Based on aggregated 13F filings for Q4 2021.