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Regions Financial

817 hedge funds and large institutions have $14.5B invested in Regions Financial in 2024 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 313 increasing their positions, 267 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 61

32% more call options, than puts

Call options by funds: $74.8M | Put options by funds: $56.7M

17% more repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 267

3% more funds holding

Funds holding: 795817 (+22)

0.1% more ownership

Funds ownership: 79.15%79.24% (+0.1%)

5% less capital invested

Capital invested by funds: $15.3B → $14.5B (-$743M)

Holders
817
Holders Change
+22
Holders Change %
+2.77%
% of All Funds
11.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
95
Increased
313
Reduced
267
Closed
61
Calls
$74.8M
Puts
$56.7M
Net Calls
+$18.1M
Net Calls Change
-$4.35M
Name Holding Trade Value Shares
Change
Change in
Stake
CFMC
401
Curbstone Financial Management Corp
New Hampshire
$644K +$102K +5,250 +20%
AIC
402
Archer Investment Corporation
Indiana
$641K +$7.72K +398 +1%
EF
403
Empirical Finance
Pennsylvania
$639K -$46K -2,371 -7%
V
404
ViaWealth
Kansas
$638K
MA
405
Montag & Associates
Georgia
$631K +$11.9K +616 +2%
WA
406
Waddell & Associates
Tennessee
$626K +$20.5K +1,057 +4%
SFG
407
Sunburst Financial Group
Alabama
$624K -$5.82K -300 -1%
CL
408
Choreo LLC
Illinois
$624K +$607K +31,318 New
USAA
409
United Services Automobile Association
Texas
$624K -$45.9K -2,366 -7%
IA
410
IFG Advisory
Georgia
$620K +$10.6K +546 +2%
ACM
411
Allred Capital Management
Texas
$616K
MYAM
412
Meiji Yasuda Asset Management
Japan
$611K +$26.7K +1,379 +5%
OC
413
Oppenheimer & Co
New York
$609K -$75.4K -3,885 -11%
FRA
414
Frank Rimerman Advisors
California
$608K +$585K +30,184 +17,150%
NFG
415
Norris Financial Group
South Carolina
$604K +$161K +8,290 +38%
KWA
416
Kingswood Wealth Advisors
California
$594K +$3.49K +180 +0.6%
SAI
417
Systematic Alpha Investments
New Jersey
$593K
KRSITF
418
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$592K -$18.5K -954 -3%
LWM
419
LJI Wealth Management
Indiana
$589K +$570K +29,390 New
FT
420
Fiduciary Trust
Massachusetts
$587K +$79.6K +4,102 +16%
NMIMC
421
Northwestern Mutual Investment Management Company
Wisconsin
$584K -$3.39K -175 -0.6%
Marshall Wace
422
Marshall Wace
United Kingdom
$581K +$562K +29,000 New
LNWWM
423
Laird Norton Wetherby Wealth Management
California
$577K -$5.64K -291 -1%
ECG
424
Edge Capital Group
Georgia
$566K +$1.84K +95 +0.3%
MLA
425
My Legacy Advisors
Oregon
$560K +$136K +7,005 +33%

RF Hedge Fund Activity: Q2 2024 in Review

817 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q2 2024, worth a combined $14.5B — down 4.9% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new RF positions and 61 closed out — a net gain of 34 holders — while 313 added to existing stakes and 267 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $128M. The largest seller was Wellington Management Group, cutting an estimated $85.3M.

  • 817 institutional investors held Regions Financial (RF) as of Q2 2024, up from 795 in Q1 2024.
  • Funds reported $14.5B of Regions Financial stock for Q2 2024, down 4.9% quarter-over-quarter.
  • 95 funds opened new Regions Financial positions in Q2 2024 and 61 closed out, a net change of +34 holders.
  • The largest Regions Financial buyer in Q2 2024 was Balyasny Asset Management, an estimated $128M added.
  • The largest Regions Financial seller in Q2 2024 was Wellington Management Group, an estimated $85.3M sold.

Based on aggregated 13F filings for Q2 2024.