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Regions Financial

786 hedge funds and large institutions have $12.6B invested in Regions Financial in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 273 increasing their positions, 282 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
786
Holders Change
+5
Holders Change %
+0.64%
% of All Funds
12.53%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
84
Increased
273
Reduced
282
Closed
67
Calls
$78M
Puts
$88M
Net Calls
-$9.93M
Net Calls Change
+$2.41M
Name Holding Trade Value Shares
Change
Shares
Change %
HWA
401
HHM Wealth Advisors
Tennessee
$517K -$210K -12,210 -29%
CA
402
Clearstead Advisors
Ohio
$509K +$264K +15,322 +107%
NMIMC
403
Northwestern Mutual Investment Management Company
Wisconsin
$509K +$361 +21 +0.1%
SAI
404
Systematic Alpha Investments
New Jersey
$509K
HWAM
405
Hennion & Walsh Asset Management
New Jersey
$506K -$4.82K -280 -0.9%
LWM
406
LJI Wealth Management
Indiana
$506K -$860 -50 -0.2%
CA
407
Cetera Advisors
Colorado
$503K +$92.4K +5,370 +22%
MM
408
MQS Management
New York
$499K +$499K +29,035 New
KeyBank National Association
409
KeyBank National Association
Ohio
$492K +$3.73K +217 +0.8%
SS
410
Simplicity Solutions
Minnesota
$489K +$14.6K +847 +3%
BFG
411
Bleakley Financial Group
New Jersey
$489K +$14.6K +847 +3%
Carson Wealth (CWM LLC)
412
Carson Wealth (CWM LLC)
Nebraska
$485K -$47K -2,735 -9%
MA
413
Montag & Associates
Georgia
$481K
Capstone Investment Advisors
414
Capstone Investment Advisors
New York
$478K +$83.9K +4,880 +21%
LNWWM
415
Laird Norton Wetherby Wealth Management
California
$475K -$1.88K -109 -0.4%
CIAS
416
Capital Investment Advisory Services
North Carolina
$475K
CAG
417
Csenge Advisory Group
Florida
$469K -$24.4K -1,418 -5%
CWS
418
Confluence Wealth Services
Pennsylvania
$468K +$84.3K +4,900 +22%
FT
419
Fiduciary Trust
Massachusetts
$466K -$8.19K -476 -2%
NW
420
NewEdge Wealth
Pennsylvania
$460K +$258K +14,986 +128%
LIM
421
Lathrop Investment Management
Arkansas
$457K
IC
422
IEQ Capital
California
$456K +$109K +6,362 +32%
VAS
423
Vestmark Advisory Solutions
Massachusetts
$455K +$254K +14,756 +126%
MYAM
424
Meiji Yasuda Asset Management
Japan
$455K +$21.7K +1,260 +5%
QPWM
425
Quadrant Private Wealth Management
Pennsylvania
$454K -$6.98K -400 -2%