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Regions Financial

759 hedge funds and large institutions have $15B invested in Regions Financial in 2021 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 291 increasing their positions, 256 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

16% more call options, than puts

Call options by funds: $61.1M | Put options by funds: $52.7M

14% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 256

5% more capital invested

Capital invested by funds: $14.4B → $15B (+$665M)

0.22% less ownership

Funds ownership: 74.17%73.94% (-0.22%)

3% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 67

2% less funds holding

Funds holding: 772759 (-13)

Holders
759
Holders Change
-13
Holders Change %
-1.68%
% of All Funds
13.29%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
65
Increased
291
Reduced
256
Closed
67
Calls
$61.1M
Puts
$52.7M
Net Calls
+$8.38M
Net Calls Change
+$9.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.44B +$9.78M +491,645 +0.4%
BlackRock
2
BlackRock
New York
$1.89B +$55M +2,765,670 +3%
State Street
3
State Street
Massachusetts
$1.44B +$59.7M +3,000,412 +5%
JP Morgan Chase
4
JP Morgan Chase
New York
$464M +$8.11M +407,790 +2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$423M +$20.8M +1,047,339 +6%
LSV Asset Management
6
LSV Asset Management
Illinois
$393M -$2.14M -107,588 -0.6%
Invesco
7
Invesco
Georgia
$355M +$16M +805,591 +5%
Charles Schwab
8
Charles Schwab
California
$325M +$33M +1,659,459 +12%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$278M -$1.61M -80,868 -0.6%
Wells Fargo
10
Wells Fargo
California
$276M +$20.1M +1,008,943 +8%
TIM
11
Thornburg Investment Management
New Mexico
$257M +$11.8M +592,257 +5%
Northern Trust
12
Northern Trust
Illinois
$244M -$8.67M -435,496 -4%
Goldman Sachs
13
Goldman Sachs
New York
$237M +$141M +7,066,614 +175%
Capital World Investors
14
Capital World Investors
California
$215M -$276M -13,853,557 -58%
Norges Bank
15
Norges Bank
Norway
$212M -$4.32M -216,965 -2%
Bank of America
16
Bank of America
North Carolina
$199M +$26.8M +1,346,588 +17%
SCM
17
Shapiro Capital Management
Georgia
$194M +$4.61M +231,525 +3%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$193M +$61.4M +3,086,376 +53%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$193M -$11.6M -584,338 -6%
Morgan Stanley
20
Morgan Stanley
New York
$177M +$22.3M +1,120,914 +16%
PPA
21
Parametric Portfolio Associates
Washington
$157M +$2.26M +113,766 +2%
Legal & General Group
22
Legal & General Group
United Kingdom
$153M +$4.06M +204,279 +3%
UBS AM
23
UBS AM
Illinois
$136M -$22.6M -1,135,889 -15%
Federated Hermes
24
Federated Hermes
Pennsylvania
$111M +$37M +1,860,138 +55%
Nordea Investment Management
25
Nordea Investment Management
Sweden
$104M +$1.26M +63,306 +1%

RF Hedge Fund Activity: Q3 2021 in Review

759 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q3 2021, worth a combined $15B — up 4.6% from $14.4B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of RF and 65 opened new positions — a net loss of 2 holders — while 256 trimmed existing stakes and 291 added.

The largest buyer was Goldman Sachs, adding an estimated $141M. The largest seller was Capital World Investors, cutting an estimated $276M.

  • 759 institutional investors held Regions Financial (RF) as of Q3 2021, down from 772 in Q2 2021.
  • Funds reported $15B of Regions Financial stock for Q3 2021, up 4.6% quarter-over-quarter.
  • 65 funds opened new Regions Financial positions in Q3 2021 and 67 closed out, a net change of -2 holders.
  • The largest Regions Financial buyer in Q3 2021 was Goldman Sachs, an estimated $141M added.
  • The largest Regions Financial seller in Q3 2021 was Capital World Investors, an estimated $276M sold.

Based on aggregated 13F filings for Q3 2021.