We are live on ! Find out more
RF icon

Regions Financial

795 hedge funds and large institutions have $15.3B invested in Regions Financial in 2024 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 287 increasing their positions, 285 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $74.2M | Put options by funds: $51.7M

6% more capital invested

Capital invested by funds: $14.5B → $15.3B (+$829M)

1% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 285

6% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 87

1.08% less ownership

Funds ownership: 80.22%79.15% (-1.1%)

2% less funds holding

Funds holding: 812795 (-17)

100% less funds holding in top 10

Funds holding in top 10: 40 (-4)

Holders
795
Holders Change
-17
Holders Change %
-2.09%
% of All Funds
11.45%
Holding in Top 10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-100%
% of All Funds
New
82
Increased
287
Reduced
285
Closed
87
Calls
$74.2M
Puts
$51.7M
Net Calls
+$22.4M
Net Calls Change
+$2.71M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
226
Advisors Asset Management
Colorado
$2.69M -$531K -28,056 -18%
Natixis Advisors
227
Natixis Advisors
Massachusetts
$2.69M +$13.8K +730 +0.6%
CCM
228
Coldstream Capital Management
Washington
$2.68M +$476K +25,160 +25%
FM
229
Foster & Motley
Ohio
$2.66M -$759K -40,161 -24%
WG
230
Welch Group
Alabama
$2.6M -$3.67K -194 -0.2%
SAA
231
Southeast Asset Advisors
Georgia
$2.6M +$9.83K +520 +0.4%
Connor, Clark & Lunn Investment Management (CC&L)
232
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.56M +$2.3M +121,598 New
Bank of Nova Scotia
233
Bank of Nova Scotia
Ontario, Canada
$2.56M +$8.32K +440 +0.4%
MOACM
234
Mutual of America Capital Management
New York
$2.55M -$62.5K -3,305 -3%
CLGM
235
Capitolis Liquid Global Markets
New York
$2.46M +$2.21M +117,000 New
1832 Asset Management
236
1832 Asset Management
Ontario, Canada
$2.46M +$47.6K +2,520 +2%
CIC
237
Cornercap Investment Counsel
Georgia
$2.45M +$203K +10,742 +10%
JIR
238
James Investment Research
Ohio
$2.42M -$14.1K -746 -0.6%
QCM
239
QRG Capital Management
Illinois
$2.42M +$306K +16,159 +16%
Mercer Global Advisors
240
Mercer Global Advisors
Colorado
$2.42M +$309K +16,358 +17%
HWA
241
HHM Wealth Advisors
Tennessee
$2.4M -$435 -23 -0%
CS
242
Candriam SCA
Luxembourg
$2.37M +$298K +15,748 +16%
Mackenzie Financial
243
Mackenzie Financial
Ontario, Canada
$2.35M +$24.1K +1,277 +1%
BCIM
244
British Columbia Investment Management
British Columbia, Canada
$2.34M +$60.3K +3,191 +3%
GWM
245
Greenwich Wealth Management
Connecticut
$2.32M -$3.86K -204 -0.2%
DIA
246
Dean Investment Associates
Ohio
$2.32M +$62.2K +3,288 +3%
BCM
247
Bayesian Capital Management
New York
$2.28M +$2.05M +108,400 New
Northwestern Mutual Wealth Management
248
Northwestern Mutual Wealth Management
Wisconsin
$2.27M -$763K -40,350 -27%
NAM
249
Nissay Asset Management
Japan
$2.23M +$21.8K +1,155 +1%
VPIM
250
Vanguard Personalized Indexing Management
California
$2.21M +$6.9K +365 +0.3%

RF Hedge Fund Activity: Q1 2024 in Review

795 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q1 2024, worth a combined $15.3B — up 5.7% from $14.5B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of RF and 82 opened new positions — a net loss of 5 holders — while 285 trimmed existing stakes and 287 added.

The largest buyer was Charles Schwab, adding an estimated $124M. The largest seller was Morgan Stanley, cutting an estimated $286M.

  • 795 institutional investors held Regions Financial (RF) as of Q1 2024, down from 812 in Q4 2023.
  • Funds reported $15.3B of Regions Financial stock for Q1 2024, up 5.7% quarter-over-quarter.
  • 82 funds opened new Regions Financial positions in Q1 2024 and 87 closed out, a net change of -5 holders.
  • The largest Regions Financial buyer in Q1 2024 was Charles Schwab, an estimated $124M added.
  • The largest Regions Financial seller in Q1 2024 was Morgan Stanley, an estimated $286M sold.

Based on aggregated 13F filings for Q1 2024.