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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
Squarepoint
426
Squarepoint
New York
$527K -$18.2M -962,580 -97%
CC
427
Courier Capital
New York
$526K -$19.2K -1,014 -4%
VRM
428
Vectors Research Management
New York
$526K
QPWM
429
Quadrant Private Wealth Management
Pennsylvania
$525K
BPFA
430
Barnes Pettey Financial Advisors
Mississippi
$524K -$98.3K -5,200 -17%
RIM
431
Rakuten Investment Management
Japan
$524K +$427K +22,593 +980%
PFS
432
Prospera Financial Services
Texas
$523K -$122K -6,472 -21%
PL
433
Plancorp LLC
Missouri
$520K +$189 +10 +0%
GG
434
Greenwood Gearhart
Arkansas
$516K +$378K +20,000 +442%
TPW
435
Transatlantique Private Wealth
New York
$512K -$38.6K -2,041 -8%
KeyBank National Association
436
KeyBank National Association
Ohio
$511K -$21.7K -1,149 -5%
CIA
437
Capital Investment Advisors
Georgia
$509K +$44.8K +2,367 +11%
SCI
438
Stableford Capital II
Arizona
$509K -$2.69K -142 -0.6%
SEC
439
Seven Eight Capital
New York
$502K +$451K +23,845 New
IPW
440
Impact Partnership Wealth
Georgia
$502K -$89.6K -4,738 -17%
Teacher Retirement System of Texas
441
Teacher Retirement System of Texas
Texas
$497K -$368K -19,482 -45%
VanEck Associates
442
VanEck Associates
New York
$494K -$4.41K -233 -1%
TMAM
443
Tokio Marine Asset Management
Japan
$490K -$19K -1,003 -4%
NIM
444
NEOS Investment Management
Connecticut
$490K +$191K +10,115 +77%
PFM
445
Patton Fund Management
Texas
$477K +$122K +6,433 +40%
FG
446
Fiduciary Group
Georgia
$475K +$12.4K +655 +3%
SB
447
Simmons Bank
Arkansas
$471K -$8.57K -453 -2%
AFG
448
Atomi Financial Group
New York
$470K -$5.03K -266 -1%
MYIA
449
Mount Yale Investment Advisors
Colorado
$463K -$2K -106 -0.5%
S
450
SignatureFD
Georgia
$463K +$4.5K +238 +1%

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.