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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
IC
451
IEQ Capital
California
$591K +$42K +1,935 +8%
GT
452
Glenview Trust
Kentucky
$584K
WWM
453
Western Wealth Management
Colorado
$583K -$531K -24,474 -48%
VanEck Associates
454
VanEck Associates
New York
$575K +$50.2K +2,313 +10%
CFMC
455
Curbstone Financial Management Corp
New Hampshire
$573K +$70.5K +3,250 +14%
FIM
456
Freedom Investment Management
Connecticut
$572K -$80.7K -3,722 -12%
FMWA
457
Forvis Mazars Wealth Advisors
Missouri
$569K
PAG
458
Private Advisor Group
New Jersey
$566K +$282K +13,010 +43%
GT
459
Greenleaf Trust
Michigan
$564K +$2.1K +97 +0.4%
NCM
460
Narwhal Capital Management
Georgia
$560K +$563K +25,959 New
First Manhattan
461
First Manhattan
New York
$550K +$75.2K +3,468 +16%
EF
462
Empirical Finance
Pennsylvania
$547K +$43.7K +2,017 +9%
AWS
463
Atria Wealth Solutions
New York
$546K +$3.56K +164 +0.7%
Carson Wealth (CWM LLC)
464
Carson Wealth (CWM LLC)
Nebraska
$545K +$51.7K +2,385 +10%
TLCM
465
Twin Lakes Capital Management
California
$539K +$5.1K +235 +0.9%
HC
466
HNP Capital
New York
$539K
VRM
467
Vectors Research Management
New York
$539K
DWT
468
Dorsey & Whitney Trust
South Dakota
$538K +$2.56K +118 +0.5%
PL
469
Plancorp LLC
Missouri
$533K -$4.73K -218 -0.9%
WA
470
Waddell & Associates
Tennessee
$516K +$519K +23,914 New
MWM
471
Meridian Wealth Management
Kentucky
$513K +$125K +5,762 +32%
IA
472
IFG Advisory
Georgia
$509K -$257K -11,833 -33%
EGM
473
Engineers Gate Manager
New York
$508K +$213K +9,806 +71%
EW
474
Element Wealth
Mississippi
$505K
SFG
475
Sunburst Financial Group
Alabama
$505K +$24.5K +1,132 +5%

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.