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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
Bank of America
26
Bank of America
North Carolina
$123M -$35.2M -1,860,939 -24%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$122M +$8.3M +439,130 +8%
Ameriprise
28
Ameriprise
Minnesota
$116M -$96K -5,077 -0.1%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$101M +$5.42M +286,593 +6%
KBC Group
30
KBC Group
Belgium
$87.4M +$31.7M +1,674,638 +67%
N
31
Nuveen
North Carolina
$85M -$13.3M -705,377 -15%
CI
32
Cincinnati Insurance
Ohio
$74.6M +$67M +3,545,893 New
Deutsche Bank
33
Deutsche Bank
Germany
$64M +$4.73M +250,341 +9%
American Century Companies
34
American Century Companies
Missouri
$61M +$6.92M +365,818 +14%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$59.4M +$3.24M +171,280 +6%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$58.5M +$1.37M +72,700 +3%
HSBC Holdings
37
HSBC Holdings
United Kingdom
$56.2M +$21.5M +1,136,946 +74%
EIP
38
Epoch Investment Partners
New York
$55.2M -$6.52M -344,839 -12%
Russell Investments Group
39
Russell Investments Group
United Kingdom
$54.2M +$11.5M +607,799 +31%
Victory Capital Management
40
Victory Capital Management
Texas
$53.3M -$21.4M -1,129,286 -31%
Aberdeen Group
41
Aberdeen Group
United Kingdom
$53M +$3.22M +170,069 +7%
Canada Life
42
Canada Life
Manitoba, Canada
$52.8M -$335K -17,715 -0.7%
VDI
43
Vaughan David Investments
Illinois
$51.8M -$132K -7,006 -0.3%
RFC
44
Regions Financial Corp
Alabama
$49.3M -$2.02M -106,958 -4%
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$48M -$4.26M -225,125 -9%
UBS Group
46
UBS Group
Switzerland
$47.1M -$881K -46,618 -2%
WCM
47
Wedge Capital Management
North Carolina
$43.7M -$5.08M -268,509 -11%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$41.3M -$66.1K -3,494 -0.2%
APG Asset Management
49
APG Asset Management
Netherlands
$40.7M +$355K +18,765 +0.9%
Pzena Investment Management
50
Pzena Investment Management
New York
$40M

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.