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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$941M +$5.55M +576,117 +0.6%
State Street
2
State Street
Massachusetts
$705M +$11.2M +1,163,898 +2%
BIT
3
BlackRock Institutional Trust
California
$356M -$6.06M -629,029 -2%
IIS
4
Ignis Investment Services
United Kingdom
$310M +$30.2M +3,137,745 New
Bank of New York Mellon
5
Bank of New York Mellon
New York
$230M -$6.79M -705,387 -3%
SFM
6
Systematic Financial Management
New Jersey
$224M +$12.4M +1,289,518 +6%
EVM
7
Eaton Vance Management
Massachusetts
$207M -$44.2M -4,593,488 -18%
Norges Bank
8
Norges Bank
Norway
$204M -$60.9M -6,324,798 -24%
BFA
9
BlackRock Fund Advisors
California
$193M +$435K +45,218 +0.2%
Citadel Advisors
10
Citadel Advisors
Florida
$189M -$56.1M -5,827,698 -23%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$188M -$1.18M -122,203 -0.6%
Northern Trust
12
Northern Trust
Illinois
$180M -$2.13M -220,788 -1%
Lazard Asset Management
13
Lazard Asset Management
New York
$154M +$26.5M +2,747,329 +21%
GE
14
General Electric
Ohio
$136M -$12.6M -1,304,409 -9%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$134M +$2.05M +212,873 +2%
AAMU
16
Amundi Asset Management US
Massachusetts
$126M +$1.42M +147,836 +1%
LSV Asset Management
17
LSV Asset Management
Illinois
$122M +$1.82M +188,980 +2%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$119M -$57.5M -5,971,002 -33%
BG
19
BlackRock Group
United Kingdom
$116M -$7.41M -769,023 -6%
Hotchkis & Wiley Capital Management
20
Hotchkis & Wiley Capital Management
California
$111M +$2.64M +273,700 +2%
Two Sigma Investments
21
Two Sigma Investments
New York
$111M +$43.1M +4,477,141 +67%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$105M +$6.29M +652,750 +7%
Principal Financial Group
23
Principal Financial Group
Iowa
$99.7M -$18.9M -1,967,082 -16%
VOYA Investment Management
24
VOYA Investment Management
Georgia
$99.6M -$1.51M -156,316 -2%
CI
25
Cambiar Investors
Colorado
$99.4M +$1.58M +163,703 +2%

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.