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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
CPR
376
CSU Producer Resources
Ohio
$706K +$634K +33,534 New
USAA
377
United Services Automobile Association
Texas
$705K -$17.1M -906,749 -96%
CW
378
CreativeOne Wealth
Kansas
$702K +$257K +13,568 +69%
XT
379
XTX Topco
Cayman Islands
$697K +$17.9K +949 +3%
BAMF
380
BI Asset Management Fondsmaeglerselskab
Denmark
$691K +$335K +17,698 +117%
MCM
381
MAI Capital Management
Ohio
$688K +$35.9K +1,900 +6%
EP
382
Edgestream Partners
New Jersey
$687K -$2.02M -106,800 -77%
DT
383
Diversified Trust
Tennessee
$673K -$2.84K -150 -0.5%
NB
384
Norinchukin Bank
Japan
$671K -$11.9K -631 -2%
V
385
ViaWealth
Kansas
$670K +$20.6K +1,090 +4%
PAM
386
Panagora Asset Management
Massachusetts
$670K -$425K -22,473 -41%
WI
387
WBI Investments
New Jersey
$669K +$144K +7,601 +31%
CA
388
Callahan Advisors
Texas
$667K -$18.9K -1,000 -3%
AIC
389
Archer Investment Corporation
Indiana
$665K
BFG
390
Bleakley Financial Group
New Jersey
$663K +$116K +6,144 +24%
IC
391
IEQ Capital
California
$662K +$6.11K +323 +1%
SW
392
Simplicity Wealth
New Jersey
$660K +$593K +31,347 New
Neuberger Berman Group
393
Neuberger Berman Group
New York
$657K +$40.6K +2,148 +7%
MA
394
Montag & Associates
Georgia
$649K
Vontobel Holding
395
Vontobel Holding
Switzerland
$647K -$77.7K -4,111 -12%
ACM
396
Allred Capital Management
Texas
$647K
SFG
397
Sunburst Financial Group
Alabama
$647K -$28.2K -1,490 -5%
KRSITF
398
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$642K -$49.9K -2,641 -8%
IA
399
IFG Advisory
Georgia
$639K -$60.1K -3,176 -9%
VA
400
Vident Advisory
Georgia
$635K +$62.4K +3,301 +12%

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.