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Regions Financial

570 hedge funds and large institutions have $11.2B invested in Regions Financial in 2014 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 197 increasing their positions, 222 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 39

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

11% more capital invested

Capital invested by funds: $10B → $11.2B (+$1.15B)

2% more funds holding

Funds holding: 561570 (+9)

0.52% less ownership

Funds ownership: 71.87%71.35% (-0.52%)

11% less repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 222

16% less call options, than puts

Call options by funds: $21.3M | Put options by funds: $25.4M

Holders
570
Holders Change
+9
Holders Change %
+1.6%
% of All Funds
16.46%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.35%
New
57
Increased
197
Reduced
222
Closed
39
Calls
$21.3M
Puts
$25.4M
Net Calls
-$4.09M
Net Calls Change
+$8.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.12B +$57.3M +5,439,212 +6%
State Street
2
State Street
Massachusetts
$767M -$23.5M -2,229,999 -3%
BIT
3
BlackRock Institutional Trust
California
$408M +$8.48M +804,747 +2%
IIS
4
Ignis Investment Services
United Kingdom
$343M -$15.7K -1,494 -0%
EVM
5
Eaton Vance Management
Massachusetts
$266M +$31.5M +2,991,773 +14%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$262M +$4M +380,151 +2%
Lazard Asset Management
7
Lazard Asset Management
New York
$258M +$80.5M +7,643,996 +49%
BFA
8
BlackRock Fund Advisors
California
$221M +$4.33M +411,403 +2%
SFM
9
Systematic Financial Management
New Jersey
$207M -$41.5M -3,942,632 -17%
Northern Trust
10
Northern Trust
Illinois
$207M +$4.29M +407,296 +2%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$205M -$6.39M -606,340 -3%
Norges Bank
12
Norges Bank
Norway
$174M -$52.2M -4,958,121 -24%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$169M +$33.7M +3,195,257 +27%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$154M +$2.68M +254,403 +2%
GE
15
General Electric
Ohio
$152M -$865K -82,139 -0.6%
AAMU
16
Amundi Asset Management US
Massachusetts
$151M +$8.55M +811,304 +6%
Principal Financial Group
17
Principal Financial Group
Iowa
$139M +$25.2M +2,395,720 +24%
CRM
18
Cramer Rosenthal McGlynn
Connecticut
$139M +$131M +12,477,819 New
LSV Asset Management
19
LSV Asset Management
Illinois
$132M -$4.72M -447,799 -4%
BG
20
BlackRock Group
United Kingdom
$130M -$256K -24,346 -0.2%
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$125M +$450K +42,700 +0.4%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$124M +$5.47M +518,901 +5%
TCIM
23
TIAA CREF Investment Management
New York
$113M +$15.4M +1,462,058 +17%
Citadel Advisors
24
Citadel Advisors
Florida
$112M -$95.9M -9,105,014 -48%
CI
25
Cambiar Investors
Colorado
$107M -$4.43M -420,328 -4%

RF Hedge Fund Activity: Q1 2014 in Review

570 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q1 2014, worth a combined $11.2B — up 11% from $10B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new RF positions and 39 closed out — a net gain of 18 holders — while 197 added to existing stakes and 222 trimmed.

The largest buyer was Cramer Rosenthal McGlynn, opening a new position worth an estimated $131M. The largest seller was Citadel Advisors, cutting an estimated $95.9M.

  • 570 institutional investors held Regions Financial (RF) as of Q1 2014, up from 561 in Q4 2013.
  • Funds reported $11.2B of Regions Financial stock for Q1 2014, up 11% quarter-over-quarter.
  • 57 funds opened new Regions Financial positions in Q1 2014 and 39 closed out, a net change of +18 holders.
  • The largest Regions Financial buyer in Q1 2014 was Cramer Rosenthal McGlynn, an estimated $131M added.
  • The largest Regions Financial seller in Q1 2014 was Citadel Advisors, an estimated $95.9M sold.

Based on aggregated 13F filings for Q1 2014.