We are live on ! Find out more
RF icon

Regions Financial

580 hedge funds and large institutions have $8B invested in Regions Financial in 2016 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 194 increasing their positions, 232 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more call options, than puts

Call options by funds: $49.3M | Put options by funds: $23.1M

53% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 38

10% more capital invested

Capital invested by funds: $7.31B → $8B (+$697M)

2% more funds holding

Funds holding: 567580 (+13)

0.21% more ownership

Funds ownership: 74.03%74.25% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

16% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 232

Holders
580
Holders Change
+13
Holders Change %
+2.29%
% of All Funds
15.47%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
58
Increased
194
Reduced
232
Closed
38
Calls
$49.3M
Puts
$23.1M
Net Calls
+$26.3M
Net Calls Change
+$6.04M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.09B +$11.9M +1,317,327 +1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$968M +$30.1M +3,323,092 +3%
State Street
3
State Street
Massachusetts
$569M +$11.2M +1,241,187 +2%
BIT
4
BlackRock Institutional Trust
California
$298M -$8.47M -935,378 -3%
LSV Asset Management
5
LSV Asset Management
Illinois
$283M +$7.83M +865,037 +3%
Pzena Investment Management
6
Pzena Investment Management
New York
$259M -$4.97M -548,244 -2%
BFA
7
BlackRock Fund Advisors
California
$179M -$2.99M -330,103 -2%
JP Morgan Chase
8
JP Morgan Chase
New York
$157M -$15.2M -1,678,323 -8%
Goldman Sachs
9
Goldman Sachs
New York
$130M +$69.9M +7,712,839 +102%
Northern Trust
10
Northern Trust
Illinois
$126M -$2.65M -292,272 -2%
Hotchkis & Wiley Capital Management
11
Hotchkis & Wiley Capital Management
California
$111M -$1.53M -168,860 -1%
BG
12
BlackRock Group
United Kingdom
$109M -$382K -42,165 -0.3%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$108M +$310K +34,205 +0.3%
AL
14
AJO LP
Pennsylvania
$107M +$98.7M +10,895,919 +666%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$105M -$7.73M -853,612 -6%
BCM
16
Basswood Capital Management
New York
$102M +$44.8M +4,944,933 +71%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$96.3M -$1.57M -172,868 -2%
Wells Fargo
18
Wells Fargo
California
$92.8M +$15.3M +1,686,522 +18%
PI
19
Putnam Investments
Massachusetts
$92M -$8.46M -933,794 -8%
ClearBridge Investments
20
ClearBridge Investments
New York
$89.7M -$1.98M -218,505 -2%
Norges Bank
21
Norges Bank
Norway
$78.3M
AIM
22
abrdn Investment Management
United Kingdom
$67.7M +$601K +66,345 +0.8%
CI
23
Cambiar Investors
Colorado
$58.8M -$2.64M -291,015 -4%
Brown Advisory
24
Brown Advisory
Maryland
$56.6M -$2.34M -258,618 -4%
Legal & General Group
25
Legal & General Group
United Kingdom
$54.6M +$366K +40,431 +0.6%

RF Hedge Fund Activity: Q2 2016 in Review

580 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q2 2016, worth a combined $8B — up 9.5% from $7.31B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new RF positions and 38 closed out — a net gain of 20 holders — while 194 added to existing stakes and 232 trimmed.

The largest buyer was AJO LP, adding an estimated $98.7M. The largest seller was Samlyn Capital, exiting entirely with an estimated $105M sold.

  • 580 institutional investors held Regions Financial (RF) as of Q2 2016, up from 567 in Q1 2016.
  • Funds reported $8B of Regions Financial stock for Q2 2016, up 9.5% quarter-over-quarter.
  • 58 funds opened new Regions Financial positions in Q2 2016 and 38 closed out, a net change of +20 holders.
  • The largest Regions Financial buyer in Q2 2016 was AJO LP, an estimated $98.7M added.
  • The largest Regions Financial seller in Q2 2016 was Samlyn Capital, an estimated $105M sold.

Based on aggregated 13F filings for Q2 2016.