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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
SB
451
Simmons Bank
Arkansas
$387K
Bessemer Group
452
Bessemer Group
New Jersey
$387K +$20K +1,056 +5%
TMAM
453
Tokio Marine Asset Management
Japan
$387K +$63K +3,325 +17%
PCIA
454
Prime Capital Investment Advisors
Kansas
$383K -$1.67K -88 -0.4%
ONB
455
Old National Bancorp
Indiana
$380K -$71.3K -3,763 -15%
VI
456
Vestcor Inc
New Brunswick, Canada
$379K
NFG
457
Norris Financial Group
South Carolina
$376K
FFM
458
Forum Financial Management
Illinois
$375K
DSN
459
D. Scott Neal
Kentucky
$374K
MYIA
460
Mount Yale Investment Advisors
Colorado
$373K -$720 -38 -0.2%
SFP
461
Shepherd Financial Partners
Massachusetts
$372K +$2.99K +158 +0.7%
SFS
462
Sowell Financial Services
Arkansas
$371K -$127K -6,726 -24%
CAM
463
Cozad Asset Management
Illinois
$370K -$98.5K -5,200 -19%
First Manhattan
464
First Manhattan
New York
$370K -$22.2K -1,174 -5%
FFG
465
Fortem Financial Group
California
$368K +$44.1K +2,329 +12%
II
466
Inspire Investing
Idaho
$366K -$17.8K -941 -4%
AFG
467
Atomi Financial Group
New York
$366K +$403K +21,285 New
SC
468
Syon Capital
California
$364K +$400K +21,135 New
AP
469
Atwood & Palmer
Missouri
$361K
VFA
470
Valeo Financial Advisors
Indiana
$360K +$27.9K +1,475 +8%
SC
471
Savant Capital
Illinois
$358K -$947 -50 -0.2%
Verition Fund Management
472
Verition Fund Management
Connecticut
$358K +$394K +20,785 New
LIA
473
LBMC Investment Advisors
Tennessee
$356K +$7.99K +422 +2%
BPA
474
Beacon Pointe Advisors
California
$355K +$51.2K +2,703 +15%
BBHC
475
Brown Brothers Harriman & Co
New York
$355K +$192K +10,114 +96%

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.