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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
LA
476
Lynch & Associates
Indiana
$406K +$5.46K +289 +2%
NI
477
NFC Investments
Tennessee
$405K
DWT
478
Dorsey & Whitney Trust
South Dakota
$403K -$121K -6,420 -25%
BPA
479
Beacon Pointe Advisors
California
$401K +$21.7K +1,146 +6%
TA
480
TrueWealth Advisors
Alabama
$398K +$265 +14 +0.1%
SDIC
481
South Dakota Investment Council
South Dakota
$398K
CCA
482
Checchi Capital Advisers
California
$398K +$6.73K +356 +2%
LSAG
483
Lake Street Advisors Group
New Hampshire
$396K +$9.13K +483 +3%
AssetMark Inc
484
AssetMark Inc
California
$395K +$128K +6,763 +56%
AP
485
Atwood & Palmer
Missouri
$389K
Capstone Investment Advisors
486
Capstone Investment Advisors
New York
$383K +$270K +14,297 +364%
BWM
487
BCS Wealth Management
Tennessee
$383K +$29.5K +1,562 +9%
NAM
488
NorthCrest Asset Manangement
Minnesota
$379K
LIA
489
LBMC Investment Advisors
Tennessee
$377K +$3.99K +211 +1%
CCB
490
Country Club Bank
Missouri
$371K -$10.7K -565 -3%
MCA
491
Magnolia Capital Advisors
Mississippi
$370K +$4.54K +240 +1%
SFA
492
Sequoia Financial Advisors
Ohio
$370K -$91.2K -4,821 -22%
DEA
493
DoubleLine ETF Adviser
Florida
$368K +$37.6K +1,988 +13%
RWM
494
Ritholtz Wealth Management
New York
$362K +$326K +17,227 New
TNB
495
Thomasville National Bank
Georgia
$357K
SNB
496
Security National Bank
Nebraska
$356K
P
497
&Partners
Tennessee
$355K -$24.8K -1,309 -7%
AA
498
Advisory Alpha
Michigan
$353K +$624 +33 +0.2%
LWM
499
LongView Wealth Management
Georgia
$353K
KWM
500
Kingsview Wealth Management
Oregon
$352K -$973K -51,473 -75%

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.