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Regions Financial

611 hedge funds and large institutions have $13.5B invested in Regions Financial in 2017 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 226 increasing their positions, 210 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $99.5M | Put options by funds: $47.6M

8% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 210

1% more capital invested

Capital invested by funds: $13.4B → $13.5B (+$90.5M)

2% less ownership

Funds ownership: 75.94%73.94% (-2%)

5% less funds holding

Funds holding: 645611 (-34)

32% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 78

73% less funds holding in top 10

Funds holding in top 10: 113 (-8)

Holders
611
Holders Change
-34
Holders Change %
-5.27%
% of All Funds
15.23%
Holding in Top 10
3
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-72.73%
% of All Funds
0.07%
New
53
Increased
226
Reduced
210
Closed
78
Calls
$99.5M
Puts
$47.6M
Net Calls
+$51.9M
Net Calls Change
+$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.06B +$11.3M +784,358 +0.6%
BlackRock
2
BlackRock
New York
$1.38B +$8.2M +570,397 +0.6%
State Street
3
State Street
Massachusetts
$1.02B +$12.9M +895,476 +1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$743M -$18.3M -1,272,143 -3%
Boston Partners
5
Boston Partners
Massachusetts
$513M +$17.1M +1,191,474 +4%
LSV Asset Management
6
LSV Asset Management
Illinois
$446M +$25M +1,741,225 +6%
Goldman Sachs
7
Goldman Sachs
New York
$317M +$29.2M +2,029,158 +11%
JP Morgan Chase
8
JP Morgan Chase
New York
$265M -$114M -7,945,908 -31%
AQR Capital Management
9
AQR Capital Management
Connecticut
$223M +$50.2M +3,490,534 +31%
Bank of America
10
Bank of America
North Carolina
$223M +$79.1M +5,498,215 +60%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$220M +$5.5M +382,430 +3%
Northern Trust
12
Northern Trust
Illinois
$219M +$13.3M +924,699 +7%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$218M +$2.95M +205,408 +1%
Millennium Management
14
Millennium Management
New York
$204M -$57.3M -3,985,328 -23%
Wells Fargo
15
Wells Fargo
California
$188M +$13.7M +954,067 +8%
Pzena Investment Management
16
Pzena Investment Management
New York
$180M -$116M -8,100,834 -41%
PI
17
Putnam Investments
Massachusetts
$162M -$4.57M -317,967 -3%
Norges Bank
18
Norges Bank
Norway
$158M +$10.2M +706,214 +7%
Aberdeen Group
19
Aberdeen Group
United Kingdom
$152M +$144M +9,982,472 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$152M -$441K -30,648 -0.3%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$150M -$45.9M -3,191,095 -24%
JIM
22
Jupiter Investment Management
United Kingdom
$145M +$98.7M +6,868,243 +257%
Brown Advisory
23
Brown Advisory
Maryland
$118M -$32.5M -2,259,588 -23%
Charles Schwab
24
Charles Schwab
California
$108M +$317K +22,026 +0.3%
Legal & General Group
25
Legal & General Group
United Kingdom
$96.6M +$1.77M +122,772 +2%

RF Hedge Fund Activity: Q3 2017 in Review

611 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q3 2017, worth a combined $13.5B — up 0.68% from $13.4B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of RF and 53 opened new positions — a net loss of 25 holders — while 210 trimmed existing stakes and 226 added.

The largest buyer was Jupiter Investment Management, adding an estimated $98.7M. The largest seller was Pzena Investment Management, cutting an estimated $116M.

  • 611 institutional investors held Regions Financial (RF) as of Q3 2017, down from 645 in Q2 2017.
  • Funds reported $13.5B of Regions Financial stock for Q3 2017, up 0.68% quarter-over-quarter.
  • 53 funds opened new Regions Financial positions in Q3 2017 and 78 closed out, a net change of -25 holders.
  • The largest Regions Financial buyer in Q3 2017 was Jupiter Investment Management, an estimated $98.7M added.
  • The largest Regions Financial seller in Q3 2017 was Pzena Investment Management, an estimated $116M sold.

Based on aggregated 13F filings for Q3 2017.