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Regions Financial

772 hedge funds and large institutions have $14.4B invested in Regions Financial in 2021 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 270 increasing their positions, 265 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 65

2% more funds holding

Funds holding: 757772 (+15)

2% more repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 265

0.38% more ownership

Funds ownership: 73.79%74.17% (+0.38%)

1% less call options, than puts

Call options by funds: $60.1M | Put options by funds: $60.7M

2% less capital invested

Capital invested by funds: $14.6B → $14.4B (-$267M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
772
Holders Change
+15
Holders Change %
+1.98%
% of All Funds
13.44%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
85
Increased
270
Reduced
265
Closed
65
Calls
$60.1M
Puts
$60.7M
Net Calls
-$625K
Net Calls Change
-$35.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.3B +$9.36M +432,973 +0.4%
BlackRock
2
BlackRock
New York
$1.73B +$64.8M +2,994,515 +4%
State Street
3
State Street
Massachusetts
$1.31B +$33.4M +1,545,729 +2%
Capital World Investors
4
Capital World Investors
California
$483M +$20.9M +965,121 +4%
JP Morgan Chase
5
JP Morgan Chase
New York
$431M -$179M -8,256,065 -28%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$379M +$15.6M +721,089 +4%
LSV Asset Management
7
LSV Asset Management
Illinois
$374M +$4.29M +198,325 +1%
Invesco
8
Invesco
Georgia
$320M +$22.9M +1,061,142 +7%
Charles Schwab
9
Charles Schwab
California
$275M +$36.6M +1,692,667 +14%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$265M -$1.23M -57,069 -0.4%
Wells Fargo
11
Wells Fargo
California
$241M -$36.7M -1,697,988 -12%
Northern Trust
12
Northern Trust
Illinois
$239M -$2.43M -112,337 -0.9%
TIM
13
Thornburg Investment Management
New Mexico
$232M +$234K +10,843 +0.1%
Norges Bank
14
Norges Bank
Norway
$205M -$4.7M -217,361 -2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$194M -$1.91M -88,521 -0.9%
SCM
16
Shapiro Capital Management
Georgia
$179M +$5.71M +264,215 +3%
Bank of America
17
Bank of America
North Carolina
$161M -$17.2M -795,581 -9%
KBC Group
18
KBC Group
Belgium
$160M +$13.1M +608,028 +8%
UBS AM
19
UBS AM
Illinois
$152M +$28.9M +1,336,050 +22%
PPA
20
Parametric Portfolio Associates
Washington
$147M +$784K +36,271 +0.5%
Ameriprise
21
Ameriprise
Minnesota
$145M +$1.64M +75,874 +1%
Morgan Stanley
22
Morgan Stanley
New York
$145M -$8.46M -391,151 -5%
Legal & General Group
23
Legal & General Group
United Kingdom
$141M +$15.8M +732,624 +12%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$116M +$11.2M +516,544 +10%
Nordea Investment Management
25
Nordea Investment Management
Sweden
$96.4M -$4.68M -216,408 -4%

RF Hedge Fund Activity: Q2 2021 in Review

772 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q2 2021, worth a combined $14.4B — down 1.8% from $14.6B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new RF positions and 65 closed out — a net gain of 20 holders — while 270 added to existing stakes and 265 trimmed.

The largest buyer was Ardevora Asset Management, opening a new position worth an estimated $73.1M. The largest seller was JP Morgan Chase, cutting an estimated $179M.

  • 772 institutional investors held Regions Financial (RF) as of Q2 2021, up from 757 in Q1 2021.
  • Funds reported $14.4B of Regions Financial stock for Q2 2021, down 1.8% quarter-over-quarter.
  • 85 funds opened new Regions Financial positions in Q2 2021 and 65 closed out, a net change of +20 holders.
  • The largest Regions Financial buyer in Q2 2021 was Ardevora Asset Management, an estimated $73.1M added.
  • The largest Regions Financial seller in Q2 2021 was JP Morgan Chase, an estimated $179M sold.

Based on aggregated 13F filings for Q2 2021.