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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
AG
376
Ascent Group
Virginia
$629K +$793K +41,878 New
LA
377
LBP AM
France
$628K +$692K +36,513 New
EP
378
Edgestream Partners
New Jersey
$624K +$687K +36,292 New
GCM
379
Graham Capital Management
Connecticut
$621K +$684K +36,113 New
M&T Bank
380
M&T Bank
New York
$616K -$13.2K -699 -2%
NB
381
Norinchukin Bank
Japan
$614K -$697K -36,775 -51%
FHA
382
First Horizon Advisors
Tennessee
$605K -$16.9K -893 -2%
Vontobel Holding
383
Vontobel Holding
Switzerland
$600K -$1.25M -66,110 -65%
MC
384
Moors & Cabot
Massachusetts
$599K -$104K -5,507 -14%
BPFA
385
Barnes Pettey Financial Advisors
Mississippi
$594K -$27.5K -1,452 -4%
PFS
386
Prospera Financial Services
Texas
$593K +$206K +10,864 +46%
KRSITF
387
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$587K +$8.31K +439 +1%
BMCM
388
Burns Matteson Capital Management
New York
$585K +$644K +34,012 New
ACA
389
Aptus Capital Advisors
Alabama
$579K +$44.9K +2,373 +8%
SFG
390
Sunburst Financial Group
Alabama
$567K -$407K -21,463 -39%
EF
391
Empirical Finance
Pennsylvania
$567K +$62.9K +3,323 +11%
BAMF
392
BI Asset Management Fondsmaeglerselskab
Denmark
$556K +$24.5K +1,295 +4%
DT
393
Diversified Trust
Tennessee
$551K -$8.35K -441 -1%
CA
394
Callahan Advisors
Texas
$545K
AIC
395
Archer Investment Corporation
Indiana
$544K
SLG
396
Stanley-Laman Group
Pennsylvania
$537K -$11K -579 -2%
MCM
397
MAI Capital Management
Ohio
$534K -$17.8K -941 -3%
V
398
ViaWealth
Kansas
$529K
ACM
399
Allred Capital Management
Texas
$529K
IA
400
IFG Advisory
Georgia
$522K -$6.44K -340 -1%

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.