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Regions Financial

561 hedge funds and large institutions have $10B invested in Regions Financial in 2013 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 184 increasing their positions, 220 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 36

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

10% more capital invested

Capital invested by funds: $9.12B → $10B (+$912M)

7% more funds holding

Funds holding: 524561 (+37)

1.02% more ownership

Funds ownership: 70.85%71.87% (+1%)

16% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 220

34% less call options, than puts

Call options by funds: $23.9M | Put options by funds: $36.3M

Holders
561
Holders Change
+37
Holders Change %
+7.06%
% of All Funds
16.28%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
77
Increased
184
Reduced
220
Closed
36
Calls
$23.9M
Puts
$36.3M
Net Calls
-$12.4M
Net Calls Change
+$2.45M
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
76
Taylor Asset Management
Ontario, Canada
$31M +$2.97M +308,300 +11%
CC
77
Carlson Capital
Texas
$30.9M +$6.43M +667,631 +27%
WCM
78
Wedge Capital Management
North Carolina
$30.1M +$955K +99,175 +3%
Westfield Capital Management
79
Westfield Capital Management
Massachusetts
$29.7M +$28.9M +3,006,000 New
AIMCA
80
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$29.6M -$2.52M -261,750 -8%
DGHMC
81
Dalton, Greiner, Hartman, Maher & Co
New York
$28M +$4.87M +505,221 +22%
FIM
82
FourPoints Investment Managers
France
$27.4M +$1.5M +155,669 +6%
WMSA
83
Weiss Multi-Strategy Advisers
New York
$27.2M +$963K +100,000 +4%
New York State Teachers Retirement System (NYSTRS)
84
New York State Teachers Retirement System (NYSTRS)
New York
$27M -$1.6M -166,612 -6%
Deutsche Bank
85
Deutsche Bank
Germany
$26.5M -$14.3M -1,486,018 -36%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$26.4M +$1.18M +122,359 +5%
Invesco
87
Invesco
Georgia
$26M -$48.7M -5,056,172 -66%
California State Teachers Retirement System (CalSTRS)
88
California State Teachers Retirement System (CalSTRS)
California
$25.3M +$169K +17,600 +0.7%
JP Morgan Chase
89
JP Morgan Chase
New York
$24.8M -$18M -1,870,846 -43%
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$23.5M
WCM
91
Winton Capital Management
United Kingdom
$23.1M +$10.7M +1,110,650 +91%
JMPWA
92
JP Morgan Private Wealth Advisors
California
$23M +$1.74M +180,989 +8%
UOC
93
UBS O'Connor
Illinois
$22.7M +$5.36M +557,064 +32%
ECA
94
Endeavour Capital Advisors
Connecticut
$21.8M +$9.38M +973,699 +79%
GC
95
Guggenheim Capital
Illinois
$20.8M -$9.21M -956,559 -31%
N
96
Nuveen
North Carolina
$20.7M -$10.5M -1,089,276 -34%
MTB
97
Mizuho Trust & Banking
Japan
$20.7M +$186K +19,323 +1%
Canada Life
98
Canada Life
Manitoba, Canada
$19.8M +$2.86M +297,020 +17%
Retirement Systems of Alabama
99
Retirement Systems of Alabama
Alabama
$19.6M +$11.1M +1,151,136 +139%
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
$19.4M -$83.4K -8,663 -0.4%

RF Hedge Fund Activity: Q4 2013 in Review

561 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q4 2013, worth a combined $10B — up 10% from $9.12B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new RF positions and 36 closed out — a net gain of 41 holders — while 184 added to existing stakes and 220 trimmed.

The largest buyer was Bank of Nova Scotia, adding an estimated $67M. The largest seller was AJO LP, exiting entirely with an estimated $84.3M sold.

  • 561 institutional investors held Regions Financial (RF) as of Q4 2013, up from 524 in Q3 2013.
  • Funds reported $10B of Regions Financial stock for Q4 2013, up 10% quarter-over-quarter.
  • 77 funds opened new Regions Financial positions in Q4 2013 and 36 closed out, a net change of +41 holders.
  • The largest Regions Financial buyer in Q4 2013 was Bank of Nova Scotia, an estimated $67M added.
  • The largest Regions Financial seller in Q4 2013 was AJO LP, an estimated $84.3M sold.

Based on aggregated 13F filings for Q4 2013.