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Regions Financial
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Overview Fund Activity

821 hedge funds and large institutions have $13.1B invested in Regions Financial in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 302 increasing their positions, 297 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
821
Holders Change
-58
Holders Change %
-6.6%
% of All Funds
13.14%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
71
Increased
302
Reduced
297
Closed
116
Calls
$115M
Puts
$117M
Net Calls
-$2.19M
Net Calls Change
-$24.6M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$625M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$120M
3
Amundi
Amundi
France
+$68.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$38.4M
5
RIP
Rhino Investment Partners
Pennsylvania
+$30.2M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$159M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$139M
3
American Century Companies
American Century Companies
Missouri
-$69.4M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$57.8M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$50.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAI
426
Systematic Alpha Investments
New Jersey
$550K – – –
CAG
427
Csenge Advisory Group
Florida
$549K -$7.26K -391 -1%
IC
428
IEQ Capital
California
$545K +$36.2K +1,952 +7%
NMIMC
429
Northwestern Mutual Investment Management Company
Wisconsin
$545K +$1.32K +71 +0.2%
LWM
430
LJI Wealth Management
Indiana
$541K +$15.8K +850 +3%
PWPS
431
Pinnacle Wealth Planning Services
Ohio
$538K +$538K +28,984 New
CA
432
Callahan Advisors
Texas
$535K +$18.6K +1,000 +4%
HIP
433
HUB Investment Partners
Texas
$532K +$532K +28,637 New
IAIM
434
Industrial Alliance Investment Management
Quebec, Canada
$528K +$528K +28,430 New
S
435
SignatureFD
Georgia
$527K -$60K -3,231 -10%
VanEck Associates
436
VanEck Associates
New York
$523K +$28.5K +1,535 +6%
MA
437
Montag & Associates
Georgia
$517K – – –
CIAS
438
Capital Investment Advisory Services
North Carolina
$513K – – –
First Manhattan
439
First Manhattan
New York
$508K +$33.7K +1,816 +7%
PTC
440
Petrus Trust Company
Texas
$504K +$504K +27,146 New
WWM
441
Western Wealth Management
Colorado
$500K -$1.89K -102 -0.4%
QPWM
442
Quadrant Private Wealth Management
Pennsylvania
$496K -$25.1K -1,340 -5%
EF
443
Empirical Finance
Pennsylvania
$494K +$22.9K +1,232 +5%
LIM
444
Lathrop Investment Management
Arkansas
$493K -$18.6K -1,000 -4%
TPW
445
Transatlantique Private Wealth
New York
$491K -$170K -9,166 -26%
FMWA
446
Forvis Mazars Wealth Advisors
Missouri
$490K – – –
PFO
447
Pathstone Family Office
New Jersey
$489K -$1.19M -61,974 -71%
MYAM
448
Meiji Yasuda Asset Management
Japan
$488K +$3.53K +190 +0.7%
CIM
449
Cambria Investment Management
California
$488K -$5.78M -311,622 -92%
VFA
450
Valeo Financial Advisors
Indiana
$483K +$153K +8,217 +46%
16 17
18
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