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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
EWA
501
EverSource Wealth Advisors
Alabama
$351K -$8.3K -439 -2%
TFS
502
Thoroughbred Financial Services
Tennessee
$350K -$543K -28,732 -63%
P
503
Pitcairn
Pennsylvania
$348K +$26.1K +1,382 +9%
RP
504
Rowlandmiller & Partners
Georgia
$343K
EI
505
Ellevest Inc
New York
$343K -$1.29K -68 -0.4%
IWC
506
Integrated Wealth Concepts
Massachusetts
$343K +$115K +6,061 +59%
CIC
507
Crawford Investment Counsel
Georgia
$343K -$3.97K -210 -1%
SPIA
508
Steward Partners Investment Advisory
New York
$343K +$117K +6,166 +61%
TA
509
Tectonic Advisors
Texas
$341K +$32.7K +1,730 +12%
HSG
510
Helen Stephens Group
Texas
$341K +$3.82K +202 +1%
FFM
511
Forum Financial Management
Illinois
$338K
CGA
512
Crescent Grove Advisors
Illinois
$326K
NHC
513
Nicholas Hoffman & Company
Georgia
$325K
LIM
514
Lathrop Investment Management
Arkansas
$321K -$214K -11,307 -43%
HSA
515
HBK Sorce Advisory
Pennsylvania
$317K +$61.9K +3,275 +28%
PVM
516
Palogic Value Management
Texas
$316K
IMCOOI
517
Investment Management Corp of Ontario (IMCO)
Canada
$315K -$1.79M -94,909 -86%
BL
518
Balentine LLC
Georgia
$315K -$42.5K -2,248 -13%
CTC
519
Central Trust Company
Missouri
$314K -$5.22K -276 -2%
BMA
520
Brooks Moore & Associates
Tennessee
$313K
TPCW
521
TD Private Client Wealth
New York
$311K +$7.39K +391 +3%
WIA
522
World Investment Advisors
California
$309K +$277K +14,675 New
SP
523
Symmetry Partners
Connecticut
$308K -$1.25M -66,126 -82%
WAAG
524
Wealth Alliance Advisory Group
Kansas
$308K
BW
525
BIP Wealth
Georgia
$305K -$68K -3,595 -20%

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.