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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
XF
326
XML Financial
Maryland
$992K -$56.8K -3,000 -5%
KWM
327
Kingsview Wealth Management
Oregon
$986K +$1.09M +57,324 New
FPGT
328
Financial Partners Group (Tennessee)
Tennessee
$981K +$71.3K +3,764 +7%
CS
329
Cannell & Spears
New York
$972K
Fifth Third Bancorp
330
Fifth Third Bancorp
Ohio
$951K -$22.9K -1,211 -2%
CCG
331
Ceeto Capital Group
Florida
$948K
DCM
332
Dean Capital Management
Kansas
$946K +$1.04M +55,028 New
GCA
333
Greenwood Capital Associates
South Carolina
$946K -$561K -29,603 -35%
NSG
334
Nalls Sherbakoff Group
Tennessee
$917K
Neuberger Berman Group
335
Neuberger Berman Group
New York
$904K -$475K -25,103 -32%
SBIA
336
Sheaff Brock Investment Advisors
Indiana
$900K -$8.28K -437 -0.8%
PRC
337
Pearl River Capital
Michigan
$898K +$989K +52,206 New
BIA
338
BHK Investment Advisors
Alabama
$889K -$14.7K -774 -1%
NA
339
NewEdge Advisors
Louisiana
$887K -$182K -9,628 -16%
IIM
340
INTECH Investment Management
Florida
$885K -$3.62M -190,866 -79%
CTA
341
Colonial Trust Advisors
South Carolina
$880K -$5.34K -282 -0.5%
IAMOG
342
Investors Asset Management of Georgia
Georgia
$879K
MP
343
MSD Partners
New York
$875K
TRCT
344
Tower Research Capital (TRC)
New York
$866K +$692K +36,543 +264%
Rockefeller Capital Management
345
Rockefeller Capital Management
New York
$862K +$34K +1,794 +4%
JFGIW
346
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$858K -$27.5K -1,451 -3%
CAM
347
Cresset Asset Management
Illinois
$845K +$58.8K +3,105 +7%
CB
348
Commerce Bank
Missouri
$844K -$44.7K -2,360 -5%
NMERB
349
New Mexico Educational Retirement Board
New Mexico
$840K +$66.3K +3,500 +8%
PP
350
Prudential plc
United Kingdom
$838K -$154K -8,134 -14%

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.