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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
NFG
451
Norris Financial Group
South Carolina
$460K
DSN
452
D. Scott Neal
Kentucky
$456K
First Manhattan
453
First Manhattan
New York
$452K -$151 -8 -0%
SFS
454
Sowell Financial Services
Arkansas
$451K -$36.8K -1,946 -8%
VFA
455
Valeo Financial Advisors
Indiana
$450K +$71K +3,753 +20%
KLCM
456
KG&L Capital Management
Louisiana
$450K -$24.9K -1,318 -6%
RIL
457
Rothschild Investment LLC
Illinois
$449K -$6.14K -325 -1%
Simplex Trading
458
Simplex Trading
Illinois
$449K +$404K +21,375 New
GT
459
Glenview Trust
Kentucky
$449K -$52K -2,748 -11%
PA
460
Profund Advisors
Maryland
$448K -$85.5K -4,524 -18%
SA
461
SpiderRock Advisors
Delaware
$447K +$441K +23,325 New
II
462
Inspire Investing
Idaho
$444K -$33.1K -1,749 -8%
MLA
463
My Legacy Advisors
Oregon
$440K +$61.8K +3,270 +19%
TRCT
464
Tower Research Capital (TRC)
New York
$438K -$2.59M -136,943 -87%
ATPW
465
Ashton Thomas Private Wealth
Arizona
$435K +$32.2K +1,704 +9%
BBHC
466
Brown Brothers Harriman & Co
New York
$434K
PWM
467
Perigon Wealth Management
California
$433K +$10.7K +565 +3%
TPA
468
Trivium Point Advisory
Connecticut
$433K +$14.5K +765 +4%
ONB
469
Old National Bancorp
Indiana
$431K -$6.62K -350 -2%
GT
470
Greenleaf Trust
Michigan
$431K +$43.8K +2,314 +13%
CWP
471
Capital Wealth Planning
Florida
$427K +$100K +5,308 +35%
BMCM
472
Burns Matteson Capital Management
New York
$427K -$249K -13,155 -39%
DAM
473
Delta Asset Management
Tennessee
$409K
MCA
474
Millennium Capital Advisors
Arkansas
$408K +$4.14K +219 +1%
RCA
475
Resonant Capital Advisors
Wisconsin
$408K -$71.1K -3,761 -16%

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.