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Regions Financial

792 hedge funds and large institutions have $12.6B invested in Regions Financial in 2023 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 275 increasing their positions, 283 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 67

1% more funds holding

Funds holding: 786792 (+6)

0.5% more ownership

Funds ownership: 77.14%77.65% (+0.5%)

3% less capital invested

Capital invested by funds: $12.9B → $12.6B (-$344M)

3% less repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 283

11% less call options, than puts

Call options by funds: $78M | Put options by funds: $88M

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
792
Holders Change
+6
Holders Change %
+0.76%
% of All Funds
12.57%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
85
Increased
275
Reduced
283
Closed
67
Calls
$78M
Puts
$88M
Net Calls
-$9.93M
Net Calls Change
+$2.41M
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
226
Ostrum Asset Management
France
$2.13M +$1.32M +69,775 +129%
RPSA
227
Richard P. Slaughter Associates
Texas
$2.08M -$110K -5,790 -5%
AIM
228
Achmea Investment Management
Netherlands
$2.07M -$1.15M -60,557 -33%
Wealth Enhancement Advisory Services
229
Wealth Enhancement Advisory Services
Minnesota
$2.07M +$2.28M +120,359 New
WG
230
Welch Group
Alabama
$2.06M +$3.07K +162 +0.1%
HF
231
HRT Financial
New York
$2.02M +$2.22M +117,415 New
MMA
232
Mizuho Markets Americas
New York
$1.94M +$2.14M +112,936 New
Mackenzie Financial
233
Mackenzie Financial
Ontario, Canada
$1.94M +$322K +16,985 +17%
BMCM
234
Black Maple Capital Management
Wisconsin
$1.94M +$1.87M +98,500 +704%
AWM
235
AE Wealth Management
Kansas
$1.92M +$388K +20,470 +22%
GWM
236
Greenwich Wealth Management
Connecticut
$1.89M -$7.29K -385 -0.3%
Northwestern Mutual Wealth Management
237
Northwestern Mutual Wealth Management
Wisconsin
$1.88M -$365K -19,291 -15%
JIR
238
James Investment Research
Ohio
$1.87M +$109K +5,758 +6%
CIC
239
Cornercap Investment Counsel
Georgia
$1.86M +$43.1K +2,277 +2%
Assenagon Asset Management
240
Assenagon Asset Management
Luxembourg
$1.85M -$24.4M -1,290,066 -92%
AQR Capital Management
241
AQR Capital Management
Connecticut
$1.84M +$490K +25,885 +32%
Baird Financial Group
242
Baird Financial Group
Wisconsin
$1.82M +$175K +9,230 +10%
MCM
243
Maltese Capital Management
New York
$1.81M -$981K -51,800 -33%
CS
244
Candriam SCA
Luxembourg
$1.81M +$136K +7,168 +7%
Cetera Investment Advisers
245
Cetera Investment Advisers
Illinois
$1.79M -$95K -5,013 -5%
SAA
246
Southeast Asset Advisors
Georgia
$1.77M +$73K +3,852 +4%
KA
247
Kintegral Advisory
New York
$1.76M -$1.14K -60 -0.1%
Corient Private Wealth
248
Corient Private Wealth
Florida
$1.75M +$260K +13,704 +16%
C
249
Certuity
Florida
$1.75M +$2.52K +133 +0.1%
CCM
250
Coldstream Capital Management
Washington
$1.74M +$2.63K +139 +0.1%

RF Hedge Fund Activity: Q3 2023 in Review

792 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q3 2023, worth a combined $12.6B — down 2.7% from $12.9B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new RF positions and 67 closed out — a net gain of 18 holders — while 275 added to existing stakes and 283 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $78.8M. The largest seller was Amundi, cutting an estimated $81.7M.

  • 792 institutional investors held Regions Financial (RF) as of Q3 2023, up from 786 in Q2 2023.
  • Funds reported $12.6B of Regions Financial stock for Q3 2023, down 2.7% quarter-over-quarter.
  • 85 funds opened new Regions Financial positions in Q3 2023 and 67 closed out, a net change of +18 holders.
  • The largest Regions Financial buyer in Q3 2023 was Wellington Management Group, an estimated $78.8M added.
  • The largest Regions Financial seller in Q3 2023 was Amundi, an estimated $81.7M sold.

Based on aggregated 13F filings for Q3 2023.