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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
SSW
351
Smith Shellnut Wilson
Mississippi
$815K
IA
352
Inspire Advisors
Idaho
$814K +$84.5K +4,461 +10%
SCM
353
Sirios Capital Management
Massachusetts
$809K -$62.7K -3,311 -7%
EOJOAM
354
E. Ohman J:or Asset Management
Sweden
$795K +$114K +6,000 +15%
BSB
355
Bangor Savings Bank
Maine
$779K -$21.5K -1,135 -2%
NS
356
NBC Securities
Alabama
$776K +$855K +45,141 New
EP
357
Eudaimonia Partners
Tennessee
$762K -$1.61M -85,233 -66%
SAM
358
Shell Asset Management
Netherlands
$757K +$11K +582 +1%
TCM
359
Twin Capital Management
Pennsylvania
$751K -$75.4K -3,979 -8%
CT
360
Colonial Trust
South Carolina
$750K +$2.14K +113 +0.3%
EFSCE
361
Enterprise Financial Services Corp (EFSC)
Missouri
$744K
HCMT
362
Highland Capital Management (Tennessee)
Tennessee
$731K
ZB
363
Zions Bancorporation
Utah
$731K +$187K +9,865 +30%
IAA
364
Independent Advisor Alliance
North Carolina
$727K +$105K +5,546 +15%
MM
365
Meridian Management
Arkansas
$717K -$186K -9,804 -19%
SCA
366
Snowden Capital Advisors
New York
$715K +$644K +33,984 New
CA
367
CapWealth Advisors
Tennessee
$699K +$150K +7,905 +24%
FPAS
368
Focus Partners Advisor Solutions
Missouri
$691K +$372K +19,615 +95%
TFS
369
Thoroughbred Financial Services
Tennessee
$684K +$385K +20,335 +104%
CL
370
CSS LLC
Illinois
$671K
RIG
371
Ramiah Investment Group
Wisconsin
$670K -$200K -10,582 -21%
MLICM
372
Metropolitan Life Insurance Company (MetLife)
New York
$668K -$39.2K -2,067 -5%
RDWM
373
Red Door Wealth Management
Tennessee
$658K -$3.79K -200 -0.5%
MIM
374
Montgomery Investment Management
Maryland
$643K -$37.9K -2,000 -5%
PAG
375
Private Advisor Group
New Jersey
$640K +$25.4K +1,343 +4%

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.