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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
WA
401
Waddell & Associates
Tennessee
$520K +$121K +6,399 +27%
VA
402
Vident Advisory
Georgia
$519K +$571K +30,147 New
HWA
403
HHM Wealth Advisors
Tennessee
$517K -$231K -12,210 -29%
CA
404
Clearstead Advisors
Ohio
$509K +$290K +15,322 +107%
NMIMC
405
Northwestern Mutual Investment Management Company
Wisconsin
$509K +$398 +21 +0.1%
SAI
406
Systematic Alpha Investments
New Jersey
$509K
HWAM
407
Hennion & Walsh Asset Management
New Jersey
$506K -$5.3K -280 -0.9%
LWM
408
LJI Wealth Management
Indiana
$506K -$947 -50 -0.2%
CA
409
Cetera Advisors
Colorado
$503K +$102K +5,370 +22%
MM
410
MQS Management
New York
$499K +$550K +29,035 New
KeyBank National Association
411
KeyBank National Association
Ohio
$492K +$4.11K +217 +0.8%
BFG
412
Bleakley Financial Group
New Jersey
$489K +$16K +847 +3%
SS
413
Simplicity Solutions
Minnesota
$489K +$16K +847 +3%
Carson Wealth (CWM LLC)
414
Carson Wealth (CWM LLC)
Nebraska
$485K -$51.8K -2,735 -9%
MA
415
Montag & Associates
Georgia
$481K
Capstone Investment Advisors
416
Capstone Investment Advisors
New York
$478K +$92.4K +4,880 +21%
LNWWM
417
Laird Norton Wetherby Wealth Management
California
$475K -$2.06K -109 -0.4%
CIAS
418
Capital Investment Advisory Services
North Carolina
$475K
CAG
419
Csenge Advisory Group
Florida
$469K -$26.9K -1,418 -5%
CWS
420
Confluence Wealth Services
Pennsylvania
$468K +$92.8K +4,900 +22%
FT
421
Fiduciary Trust
Massachusetts
$466K -$9.02K -476 -2%
NW
422
NewEdge Wealth
Pennsylvania
$460K +$284K +14,986 +128%
LIM
423
Lathrop Investment Management
Arkansas
$457K
IC
424
IEQ Capital
California
$456K +$121K +6,362 +32%
VAS
425
Vestmark Advisory Solutions
Massachusetts
$455K +$280K +14,756 +126%

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.