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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
BG
26
Bahl & Gaynor
Ohio
$102M +$69.2M +3,651,390 +162%
Ameriprise
27
Ameriprise
Minnesota
$95.4M +$850K +44,882 +0.8%
SCM
28
Shapiro Capital Management
Georgia
$92.3M -$6.99M -369,040 -6%
N
29
Nuveen
North Carolina
$80.8M -$1.29M -68,036 -1%
Victory Capital Management
30
Victory Capital Management
Texas
$80M -$23.1M -1,220,748 -29%
Deutsche Bank
31
Deutsche Bank
Germany
$69.8M +$3.42M +180,446 +5%
Barclays
32
Barclays
United Kingdom
$67.8M +$21.9M +1,154,708 +41%
Manulife (Manufacturers Life Insurance)
33
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$59.5M -$5.05M -266,495 -7%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$59.4M +$4.05M +213,610 +7%
EIP
35
Epoch Investment Partners
New York
$50.2M -$5.13M -270,571 -8%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$48.5M +$2.79M +147,218 +6%
Canada Life
37
Canada Life
Manitoba, Canada
$46.8M +$596K +31,447 +1%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$45.2M +$157K +8,274 +0.3%
Retirement Systems of Alabama
39
Retirement Systems of Alabama
Alabama
$44.8M +$7.56M +398,920 +18%
RFC
40
Regions Financial Corp
Alabama
$42.8M -$4.02M -212,300 -8%
T. Rowe Price Associates
41
T. Rowe Price Associates
Maryland
$39.7M +$2.51M +132,712 +6%
American Century Companies
42
American Century Companies
Missouri
$39.6M +$5.95M +314,255 +16%
Holocene Advisors
43
Holocene Advisors
New York
$38.7M -$14.1M -743,928 -25%
KBC Group
44
KBC Group
Belgium
$37.8M +$3.26M +172,185 +9%
CS
45
Credit Suisse
Switzerland
$37.4M +$554K +29,243 +1%
APG Asset Management
46
APG Asset Management
Netherlands
$36.5M -$930K -49,122 -2%
WCM
47
Wedge Capital Management
North Carolina
$36M +$2.34M +123,682 +6%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$34.8M +$201K +10,600 +0.5%
HSBC Holdings
49
HSBC Holdings
United Kingdom
$34.7M -$4.05M -213,885 -10%
Aberdeen Group
50
Aberdeen Group
United Kingdom
$34.5M +$2.9M +153,243 +8%

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.