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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
IPW
476
Impact Partnership Wealth
Georgia
$351K +$387K +20,432 New
CCA
477
Checchi Capital Advisers
California
$348K -$360 -19 -0.1%
SCI
478
Stableford Capital II
Arizona
$345K +$57 +3 +0%
EGM
479
Engineers Gate Manager
New York
$341K +$143K +7,549 +61%
LA
480
Lynch & Associates
Indiana
$341K
KLCM
481
KG&L Capital Management
Louisiana
$338K +$65.4K +3,451 +21%
AWS
482
Atria Wealth Solutions
New York
$337K +$5.89K +311 +2%
CCB
483
Country Club Bank
Missouri
$336K -$130K -6,875 -26%
DAM
484
Delta Asset Management
Tennessee
$334K
CANY
485
Caxton Associates (New York)
New York
$334K +$368K +19,437 New
PWM
486
Perigon Wealth Management
California
$332K -$7.42K -392 -2%
MCA
487
Millennium Capital Advisors
Arkansas
$325K +$1.02K +54 +0.3%
XT
488
XTX Topco
Cayman Islands
$325K -$199K -10,488 -36%
TA
489
TrueWealth Advisors
Alabama
$325K +$227 +12 +0.1%
SDIC
490
South Dakota Investment Council
South Dakota
$325K -$70.1K -3,700 -16%
AA
491
ALPS Advisors
Colorado
$323K +$59K +3,113 +20%
VSQM
492
V-Square Quantitative Management
Illinois
$314K +$204K +10,771 +144%
ESCM
493
Echo Street Capital Management
New York
$313K +$345K +18,220 New
ATPW
494
Ashton Thomas Private Wealth
Arizona
$313K +$51K +2,690 +17%
CIC
495
Crawford Investment Counsel
Georgia
$312K
PAS
496
Park Avenue Securities
New York
$312K +$343K +18,131 New
PA
497
Profund Advisors
Maryland
$311K -$23.9K -1,262 -7%
NAM
498
NorthCrest Asset Manangement
Minnesota
$310K
GT
499
Greenleaf Trust
Michigan
$309K -$9.72K -513 -3%
WFA
500
WMG Financial Advisors
Tennessee
$308K -$97.3K -5,137 -22%

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.