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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
MWM
351
MGB Wealth Management
Texas
$863K
Jones Financial Companies
352
Jones Financial Companies
Missouri
$858K +$385K +20,386 +100%
DA
353
Duality Advisers
Florida
$853K +$192K +10,143 +33%
CTA
354
Colonial Trust Advisors
South Carolina
$852K +$30.6K +1,617 +4%
IAA
355
Independent Advisor Alliance
North Carolina
$849K -$11.1K -587 -1%
EP
356
Eudaimonia Partners
Tennessee
$849K +$1.53K +81 +0.2%
CAG
357
Csenge Advisory Group
Florida
$844K +$33.3K +1,761 +5%
CCG
358
Ceeto Capital Group
Florida
$838K
CFGS
359
Concourse Financial Group Securities
Alabama
$837K +$265K +14,003 +55%
RIG
360
Ramiah Investment Group
Wisconsin
$834K +$1.72K +91 +0.2%
AWM
361
AE Wealth Management
Kansas
$832K -$1.48M -78,373 -66%
IIM
362
INTECH Investment Management
Florida
$829K +$745K +39,414 New
CWS
363
Confluence Wealth Services
Pennsylvania
$828K +$49.8K +2,635 +7%
EOJOAM
364
E. Ohman J:or Asset Management
Sweden
$818K
MM
365
Meridian Management
Arkansas
$794K -$60.8K -3,213 -8%
RDWM
366
Red Door Wealth Management
Tennessee
$793K -$19.8K -1,046 -3%
CCC
367
Cincinnati Casualty Company
Ohio
$788K +$708K +37,440 New
MLICM
368
Metropolitan Life Insurance Company (MetLife)
New York
$784K -$11.2K -590 -2%
ACA
369
Aptus Capital Advisors
Alabama
$752K +$37.4K +1,976 +6%
PAG
370
Private Advisor Group
New Jersey
$750K -$83.7K -4,426 -11%
CC
371
Centiva Capital
New York
$744K +$381K +20,153 +132%
OC
372
Oppenheimer & Co
New York
$721K -$5.93M -313,855 -90%
EF
373
Empirical Finance
Pennsylvania
$721K +$21.4K +1,134 +3%
IFU
374
iSAM Funds (UK)
United Kingdom
$719K +$647K +34,195 New
RCM
375
Ridgepath Capital Management
Tennessee
$717K +$22.4K +1,186 +4%

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.