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Regions Financial
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Overview Fund Activity

821 hedge funds and large institutions have $13.1B invested in Regions Financial in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 302 increasing their positions, 297 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
821
Holders Change
-58
Holders Change %
-6.6%
% of All Funds
13.14%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
71
Increased
302
Reduced
297
Closed
116
Calls
$115M
Puts
$117M
Net Calls
-$2.19M
Net Calls Change
-$24.6M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$625M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$120M
3
Amundi
Amundi
France
+$68.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$38.4M
5
RIP
Rhino Investment Partners
Pennsylvania
+$30.2M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$159M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$139M
3
American Century Companies
American Century Companies
Missouri
-$69.4M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$57.8M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$50.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCIA
501
Prime Capital Investment Advisors
Kansas
$351K -$65K -3,500 -16%
ECG
502
Edge Capital Group
Georgia
$351K -$28.7K -1,544 -8%
TA
503
TrueWealth Advisors
Alabama
$350K +$1.86K +100 +0.5%
Lazard Asset Management
504
Lazard Asset Management
New York
$348K -$1.35M -72,903 -79%
WCM
505
Wedge Capital Management
North Carolina
$345K +$43.8K +2,361 +15%
WE
506
Wealth Effects
Massachusetts
$342K -$50.9K -2,741 -13%
Capstone Investment Advisors
507
Capstone Investment Advisors
New York
$341K +$95.3K +5,137 +39%
CS
508
Capital Square
Tennessee
$340K -$551 -30 -0.2%
AAS
509
Avantax Advisory Services
Texas
$337K +$60.6K +3,266 +22%
CIC
510
Crawford Investment Counsel
Georgia
$337K – – –
NAM
511
NorthCrest Asset Manangement
Minnesota
$334K – – –
TNB
512
Thomasville National Bank
Georgia
$334K +$27.1K +1,459 +9%
SC
513
Savant Capital
Illinois
$333K -$9.08K -489 -3%
GLA
514
Great Lakes Advisors
Illinois
$332K -$349K -18,804 -51%
FIM
515
Freedom Investment Management
Connecticut
$330K -$162K -8,718 -33%
MNBTD
516
Moody National Bank Trust Division
Texas
$327K – – –
GAM
517
Gotham Asset Management
New York
$325K +$325K +17,502 New
LSAG
518
Lake Street Advisors Group
New Hampshire
$324K -$4.51K -243 -1%
PWM
519
Perigon Wealth Management
California
$322K -$29.4K -1,584 -8%
MAS
520
Meeder Advisory Services
Ohio
$319K -$8.37K -451 -3%
CCA
521
Cravens & Co Advisors
Tennessee
$319K -$3.71K -200 -1%
SNB
522
Security National Bank
Nebraska
$314K – – –
AC
523
ASB Consultores
Florida
$314K -$105K -5,633 -25%
EI
524
Ellevest Inc
New York
$310K -$87.4K -4,707 -22%
Bessemer Group
525
Bessemer Group
New Jersey
$309K -$25.9K -1,395 -8%
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