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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
WA
401
Waddell & Associates
Tennessee
$635K -$1.42K -75 -0.2%
SAI
402
Systematic Alpha Investments
New Jersey
$623K
KWA
403
Kingswood Wealth Advisors
California
$620K -$12.5K -660 -2%
NMIMC
404
Northwestern Mutual Investment Management Company
Wisconsin
$617K -$2.25K -119 -0.4%
MYAM
405
Meiji Yasuda Asset Management
Japan
$613K +$50.9K +2,690 +10%
LNWWM
406
Laird Norton Wetherby Wealth Management
California
$611K -$10.9K -576 -2%
AWM
407
Axxcess Wealth Management
California
$607K -$59.6K -3,154 -10%
CFSG
408
Community Financial Services Group
Vermont
$599K +$538K +28,460 New
ECG
409
Edge Capital Group
Georgia
$592K
HWAM
410
Hennion & Walsh Asset Management
New Jersey
$583K -$18.7K -987 -3%
PCIA
411
Prime Capital Investment Advisors
Kansas
$573K +$58.3K +3,081 +13%
TNBTD
412
Trustmark National Bank Trust Department
Mississippi
$571K +$315K +16,671 +159%
CFMC
413
Curbstone Financial Management Corp
New Hampshire
$566K -$5.67K -300 -1%
IMRF
414
Illinois Municipal Retirement Fund
Illinois
$565K
Verition Fund Management
415
Verition Fund Management
Connecticut
$562K +$2.63K +139 +0.5%
FMWA
416
Forvis Mazars Wealth Advisors
Missouri
$554K
FFG
417
Fortem Financial Group
California
$553K +$91.5K +4,841 +23%
VSQM
418
V-Square Quantitative Management
Illinois
$550K +$71.2K +3,768 +17%
TLCM
419
Twin Lakes Capital Management
California
$549K +$5.97K +316 +1%
WWM
420
Western Wealth Management
Colorado
$543K +$4.88K +258 +1%
SC
421
Syon Capital
California
$543K -$476K -25,186 -49%
SC
422
Savant Capital
Illinois
$537K +$81K +4,286 +20%
JWCA
423
J.W. Cole Advisors
Florida
$534K +$27.2K +1,439 +6%
MC
424
Moors & Cabot
Massachusetts
$532K -$90.9K -4,807 -16%
FT
425
Fiduciary Trust
Massachusetts
$530K +$28.2K +1,489 +6%

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.