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Regions Financial

704 hedge funds and large institutions have $14.8B invested in Regions Financial in 2018 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 227 increasing their positions, 264 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $39.9M | Put options by funds: $32.2M

0% less capital invested

Capital invested by funds: $14.9B → $14.8B (-$73.5M)

2% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 59

1% less funds holding

Funds holding: 712704 (-8)

1.27% less ownership

Funds ownership: 74.61%73.34% (-1.3%)

14% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 264

60% less funds holding in top 10

Funds holding in top 10: 104 (-6)

Holders
704
Holders Change
-8
Holders Change %
-1.12%
% of All Funds
16.1%
Holding in Top 10
4
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-60%
% of All Funds
0.09%
New
58
Increased
227
Reduced
264
Closed
59
Calls
$39.9M
Puts
$32.2M
Net Calls
+$7.71M
Net Calls Change
-$38M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.35B -$11M -582,305 -0.5%
BlackRock
2
BlackRock
New York
$1.6B -$4M -212,609 -0.2%
State Street
3
State Street
Massachusetts
$1.06B +$1.95M +103,583 +0.2%
Boston Partners
4
Boston Partners
Massachusetts
$574M -$22.7M -1,204,731 -4%
LSV Asset Management
5
LSV Asset Management
Illinois
$526M +$1.65M +87,899 +0.3%
JP Morgan Chase
6
JP Morgan Chase
New York
$368M +$56.7M +3,013,569 +18%
Millennium Management
7
Millennium Management
New York
$296M -$68.5M -3,639,678 -18%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$292M -$24.1M -1,278,205 -7%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$267M -$3.71M -197,290 -1%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$263M +$2.88M +152,841 +1%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$241M -$154M -8,175,719 -38%
Northern Trust
12
Northern Trust
Illinois
$236M -$5.49M -291,783 -2%
Bank of America
13
Bank of America
North Carolina
$229M -$403K -21,403 -0.2%
PI
14
Putnam Investments
Massachusetts
$207M +$1.25M +66,501 +0.6%
Norges Bank
15
Norges Bank
Norway
$189M +$4.45M +236,268 +2%
Goldman Sachs
16
Goldman Sachs
New York
$184M -$56.9M -3,025,197 -23%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$174M +$1.46M +77,341 +0.8%
Wells Fargo
18
Wells Fargo
California
$172M -$48.9M -2,600,632 -22%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$168M +$25.6M +1,359,212 +17%
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$162M +$18.8M +998,373 +13%
Morgan Stanley
21
Morgan Stanley
New York
$128M +$50.3M +2,670,907 +62%
Invesco
22
Invesco
Georgia
$127M -$3.67M -194,997 -3%
PAM
23
Panagora Asset Management
Massachusetts
$126M +$53.6M +2,846,788 +70%
Balyasny Asset Management
24
Balyasny Asset Management
Illinois
$124M -$35.7M -1,897,050 -22%
Brown Advisory
25
Brown Advisory
Maryland
$123M -$776K -41,245 -0.6%

RF Hedge Fund Activity: Q3 2018 in Review

704 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q3 2018, worth a combined $14.8B — down 0.49% from $14.9B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of RF and 58 opened new positions — a net loss of 1 holder — while 264 trimmed existing stakes and 227 added.

The largest buyer was JP Morgan Chase, adding an estimated $56.7M. The largest seller was Fidelity Investments, cutting an estimated $154M.

  • 704 institutional investors held Regions Financial (RF) as of Q3 2018, down from 712 in Q2 2018.
  • Funds reported $14.8B of Regions Financial stock for Q3 2018, down 0.49% quarter-over-quarter.
  • 58 funds opened new Regions Financial positions in Q3 2018 and 59 closed out, a net change of -1 holder.
  • The largest Regions Financial buyer in Q3 2018 was JP Morgan Chase, an estimated $56.7M added.
  • The largest Regions Financial seller in Q3 2018 was Fidelity Investments, an estimated $154M sold.

Based on aggregated 13F filings for Q3 2018.