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Regions Financial

628 hedge funds and large institutions have $13.3B invested in Regions Financial in 2016 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 172 increasing their positions, 254 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more call options, than puts

Call options by funds: $212M | Put options by funds: $69.6M

131% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 54

100% more funds holding in top 10

Funds holding in top 10: 714 (+7)

48% more capital invested

Capital invested by funds: $8.94B → $13.3B (+$4.33B)

11% more funds holding

Funds holding: 566628 (+62)

2.68% more ownership

Funds ownership: 72.38%75.06% (+2.7%)

32% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 254

Holders
628
Holders Change
+62
Holders Change %
+10.95%
% of All Funds
15.7%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.35%
New
125
Increased
172
Reduced
254
Closed
54
Calls
$212M
Puts
$69.6M
Net Calls
+$143M
Net Calls Change
+$121M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.86B -$6M -485,252 -0.4%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.13B -$61.4M -4,965,018 -6%
State Street
3
State Street
Massachusetts
$1.05B +$39M +3,158,238 +5%
BIT
4
BlackRock Institutional Trust
California
$486M -$15.4M -1,247,190 -4%
LSV Asset Management
5
LSV Asset Management
Illinois
$424M -$49.7M -4,019,068 -12%
JP Morgan Chase
6
JP Morgan Chase
New York
$348M -$35.1M -2,839,015 -10%
BFA
7
BlackRock Fund Advisors
California
$347M +$29.1M +2,353,450 +11%
Pzena Investment Management
8
Pzena Investment Management
New York
$308M -$74.5M -6,029,748 -22%
Hotchkis & Wiley Capital Management
9
Hotchkis & Wiley Capital Management
California
$235M -$96.4M -7,802,700 -32%
Goldman Sachs
10
Goldman Sachs
New York
$226M -$13.4M -1,084,930 -6%
BCM
11
Basswood Capital Management
New York
$211M -$198M -16,060,132 -52%
Northern Trust
12
Northern Trust
Illinois
$204M -$11M -890,359 -6%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$194M +$7.66M +620,164 +5%
BG
14
BlackRock Group
United Kingdom
$187M +$5.58M +451,794 +4%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$184M +$14.5M +1,169,822 +10%
AIM
16
abrdn Investment Management
United Kingdom
$164M +$48.3M +3,909,425 +52%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$152M -$22.2M -1,794,983 -14%
AQR Capital Management
18
AQR Capital Management
Connecticut
$146M +$65.5M +5,296,632 +108%
Capital Research Global Investors
19
Capital Research Global Investors
California
$145M +$125M +10,108,700 New
Wells Fargo
20
Wells Fargo
California
$145M -$13.7M -1,111,078 -10%
Norges Bank
21
Norges Bank
Norway
$137M +$12.1M +976,032 +11%
PI
22
Putnam Investments
Massachusetts
$114M -$34.6M -2,799,323 -26%
Charles Schwab
23
Charles Schwab
California
$108M +$18.7M +1,510,835 +25%
AL
24
Appaloosa LP
New Jersey
$105M +$90.7M +7,340,137 New
Millennium Management
25
Millennium Management
New York
$103M +$88.8M +7,189,635 +45,221%

RF Hedge Fund Activity: Q4 2016 in Review

628 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q4 2016, worth a combined $13.3B — up 48% from $8.94B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new RF positions and 54 closed out — a net gain of 71 holders — while 172 added to existing stakes and 254 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $125M. The largest seller was Basswood Capital Management, cutting an estimated $198M.

  • 628 institutional investors held Regions Financial (RF) as of Q4 2016, up from 566 in Q3 2016.
  • Funds reported $13.3B of Regions Financial stock for Q4 2016, up 48% quarter-over-quarter.
  • 125 funds opened new Regions Financial positions in Q4 2016 and 54 closed out, a net change of +71 holders.
  • The largest Regions Financial buyer in Q4 2016 was Capital Research Global Investors, an estimated $125M added.
  • The largest Regions Financial seller in Q4 2016 was Basswood Capital Management, an estimated $198M sold.

Based on aggregated 13F filings for Q4 2016.