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Regions Financial

817 hedge funds and large institutions have $14.5B invested in Regions Financial in 2024 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 313 increasing their positions, 267 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 61

32% more call options, than puts

Call options by funds: $74.8M | Put options by funds: $56.7M

17% more repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 267

3% more funds holding

Funds holding: 795817 (+22)

0.1% more ownership

Funds ownership: 79.15%79.24% (+0.1%)

5% less capital invested

Capital invested by funds: $15.3B → $14.5B (-$743M)

Holders
817
Holders Change
+22
Holders Change %
+2.77%
% of All Funds
11.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
95
Increased
313
Reduced
267
Closed
61
Calls
$74.8M
Puts
$56.7M
Net Calls
+$18.1M
Net Calls Change
-$4.35M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
351
Avantax Advisory Services
Texas
$983K +$687K +35,420 +259%
XF
352
XML Financial
Maryland
$962K -$48.5K -2,500 -5%
SSW
353
Smith Shellnut Wilson
Mississippi
$959K +$8.36K +431 +0.9%
Simplex Trading
354
Simplex Trading
Illinois
$950K +$505K +26,047 +122%
CFGS
355
Concourse Financial Group Securities
Alabama
$944K +$140K +7,207 +18%
NMERB
356
New Mexico Educational Retirement Board
New Mexico
$939K
TFS
357
Thoroughbred Financial Services
Tennessee
$937K +$584K +30,122 +181%
WA
358
Waverly Advisors
Alabama
$915K -$223K -11,472 -20%
CWS
359
Confluence Wealth Services
Pennsylvania
$912K +$119K +6,119 +16%
NS
360
NBC Securities
Alabama
$904K
CAG
361
Csenge Advisory Group
Florida
$903K +$96.7K +4,986 +12%
BMCM
362
Black Maple Capital Management
Wisconsin
$893K +$864K +44,564 New
CT
363
Colonial Trust
South Carolina
$882K +$9.45K +487 +1%
VEA
364
Virtus ETF Advisers
New York
$868K +$840K +43,296 New
EFSCE
365
Enterprise Financial Services Corp (EFSC)
Missouri
$867K
FPAS
366
Focus Partners Advisor Solutions
Missouri
$861K -$24.3K -1,254 -3%
Verition Fund Management
367
Verition Fund Management
Connecticut
$854K +$309K +15,925 +60%
TCM
368
Twin Capital Management
Pennsylvania
$853K -$4.85K -250 -0.6%
MWM
369
MGB Wealth Management
Texas
$839K
Carson Wealth (CWM LLC)
370
Carson Wealth (CWM LLC)
Nebraska
$839K +$14.1K +729 +2%
Neuberger Berman Group
371
Neuberger Berman Group
New York
$830K +$198K +10,197 +33%
IAA
372
Independent Advisor Alliance
North Carolina
$823K +$13.6K +702 +2%
HCMT
373
Highland Capital Management (Tennessee)
Tennessee
$814K -$17.5K -900 -2%
JFG
374
Jefferies Financial Group
New York
$802K +$776K +40,000 New
CCG
375
Ceeto Capital Group
Florida
$799K

RF Hedge Fund Activity: Q2 2024 in Review

817 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q2 2024, worth a combined $14.5B — down 4.9% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new RF positions and 61 closed out — a net gain of 34 holders — while 313 added to existing stakes and 267 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $128M. The largest seller was Wellington Management Group, cutting an estimated $85.3M.

  • 817 institutional investors held Regions Financial (RF) as of Q2 2024, up from 795 in Q1 2024.
  • Funds reported $14.5B of Regions Financial stock for Q2 2024, down 4.9% quarter-over-quarter.
  • 95 funds opened new Regions Financial positions in Q2 2024 and 61 closed out, a net change of +34 holders.
  • The largest Regions Financial buyer in Q2 2024 was Balyasny Asset Management, an estimated $128M added.
  • The largest Regions Financial seller in Q2 2024 was Wellington Management Group, an estimated $85.3M sold.

Based on aggregated 13F filings for Q2 2024.