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Regions Financial

881 hedge funds and large institutions have $15B invested in Regions Financial in 2022 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 319 increasing their positions, 267 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 81

39% more call options, than puts

Call options by funds: $80.2M | Put options by funds: $57.8M

19% more repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 267

8% more capital invested

Capital invested by funds: $13.9B → $15B (+$1.13B)

5% more funds holding

Funds holding: 837881 (+44)

1.46% more ownership

Funds ownership: 74.36%75.81% (+1.5%)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
881
Holders Change
+44
Holders Change %
+5.26%
% of All Funds
14.16%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
140
Increased
319
Reduced
267
Closed
81
Calls
$80.2M
Puts
$57.8M
Net Calls
+$22.4M
Net Calls Change
-$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MCA
426
Magnolia Capital Advisors
Mississippi
$706K +$37.9K +1,750 +6%
LNWWM
427
Laird Norton Wetherby Wealth Management
California
$699K +$17.3K +798 +3%
S
428
SignatureFD
Georgia
$682K -$7.63K -352 -1%
V
429
ViaWealth
Kansas
$680K +$667K +30,765 New
WFA
430
WMG Financial Advisors
Tennessee
$669K
ACM
431
Allred Capital Management
Texas
$663K
MCM
432
MAI Capital Management
Ohio
$655K +$2.71K +125 +0.4%
QI
433
Qtron Investments
Massachusetts
$652K -$71.1K -3,278 -10%
CAG
434
Csenge Advisory Group
Florida
$646K +$7.11K +328 +1%
APP
435
Alpha Paradigm Partners
Illinois
$645K +$506K +23,331 +353%
SAI
436
Systematic Alpha Investments
New Jersey
$639K
BFM
437
Boothbay Fund Management
New York
$638K -$214K -9,869 -25%
JWCA
438
J.W. Cole Advisors
Florida
$635K +$9.19K +424 +1%
DC
439
Davenport & Co
Virginia
$632K -$22K -1,016 -3%
NMIMC
440
Northwestern Mutual Investment Management Company
Wisconsin
$631K -$117K -5,417 -16%
LWM
441
LJI Wealth Management
Indiana
$611K +$614K +28,317 New
QPWM
442
Quadrant Private Wealth Management
Pennsylvania
$605K +$603K +27,794 New
JFGIW
443
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$603K -$26.4K -1,217 -4%
BCM
444
Brookstone Capital Management
Illinois
$601K +$106K +4,892 +22%
MA
445
Montag & Associates
Georgia
$600K
CA
446
Callahan Advisors
Texas
$599K
BMCM
447
Burns Matteson Capital Management
New York
$598K +$601K +27,717 New
CIAS
448
Capital Investment Advisory Services
North Carolina
$595K
LIM
449
Lathrop Investment Management
Arkansas
$595K
BPA
450
Beacon Pointe Advisors
California
$592K -$46.1K -2,127 -7%

RF Hedge Fund Activity: Q4 2022 in Review

881 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q4 2022, worth a combined $15B — up 8.2% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new RF positions and 81 closed out — a net gain of 59 holders — while 319 added to existing stakes and 267 trimmed.

The largest buyer was Amundi, adding an estimated $73.7M. The largest seller was Janus Henderson Group, cutting an estimated $41M.

  • 881 institutional investors held Regions Financial (RF) as of Q4 2022, up from 837 in Q3 2022.
  • Funds reported $15B of Regions Financial stock for Q4 2022, up 8.2% quarter-over-quarter.
  • 140 funds opened new Regions Financial positions in Q4 2022 and 81 closed out, a net change of +59 holders.
  • The largest Regions Financial buyer in Q4 2022 was Amundi, an estimated $73.7M added.
  • The largest Regions Financial seller in Q4 2022 was Janus Henderson Group, an estimated $41M sold.

Based on aggregated 13F filings for Q4 2022.