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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
MYAM
426
Meiji Yasuda Asset Management
Japan
$455K +$23.9K +1,260 +5%
QPWM
427
Quadrant Private Wealth Management
Pennsylvania
$454K -$7.58K -400 -2%
TPW
428
Transatlantique Private Wealth
New York
$454K -$587 -31 -0.1%
FMWA
429
Forvis Mazars Wealth Advisors
Missouri
$453K -$796 -42 -0.2%
CCIA
430
Campbell & Co Investment Adviser
Maryland
$448K +$493K +26,034 New
CFSG
431
Community Financial Services Group
Vermont
$446K +$491K +25,918 New
DWT
432
Dorsey & Whitney Trust
South Dakota
$445K +$6.48K +342 +1%
CFMC
433
Curbstone Financial Management Corp
New Hampshire
$445K +$9.47K +500 +2%
TLCM
434
Twin Lakes Capital Management
California
$443K +$5.11K +270 +1%
WS
435
Wedbush Securities
California
$443K +$288K +15,193 +143%
O
436
Ossiam
France
$435K +$102K +5,364 +27%
WWM
437
Western Wealth Management
Colorado
$433K -$50.4K -2,663 -10%
VRM
438
Vectors Research Management
New York
$430K
SG Americas Securities
439
SG Americas Securities
New York
$429K -$5.09M -268,940 -92%
BCV
440
Banque Cantonale Vaudoise
Switzerland
$426K -$480K -25,327 -51%
Impax Asset Management Group
441
Impax Asset Management Group
United Kingdom
$426K -$8.64K -456 -2%
PL
442
Plancorp LLC
Missouri
$422K +$1.46K +77 +0.3%
GT
443
Glenview Trust
Kentucky
$416K
IMC Chicago
444
IMC Chicago
Illinois
$412K +$454K +23,954 New
GL
445
Graypoint LLC
New York
$407K +$25.3K +1,338 +6%
JWCA
446
J.W. Cole Advisors
Florida
$406K -$58.3K -3,080 -12%
VanEck Associates
447
VanEck Associates
New York
$402K +$20.8K +1,098 +5%
S
448
SignatureFD
Georgia
$394K -$436 -23 -0.1%
MWM
449
Meridian Wealth Management
Kentucky
$393K -$19.5K -1,032 -4%
RCA
450
Resonant Capital Advisors
Wisconsin
$393K -$18.6K -980 -4%

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.