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Regions Financial

817 hedge funds and large institutions have $14.5B invested in Regions Financial in 2024 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 313 increasing their positions, 267 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 61

32% more call options, than puts

Call options by funds: $74.8M | Put options by funds: $56.7M

17% more repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 267

3% more funds holding

Funds holding: 795817 (+22)

0.1% more ownership

Funds ownership: 79.15%79.24% (+0.1%)

5% less capital invested

Capital invested by funds: $15.3B → $14.5B (-$743M)

Holders
817
Holders Change
+22
Holders Change %
+2.77%
% of All Funds
11.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
95
Increased
313
Reduced
267
Closed
61
Calls
$74.8M
Puts
$56.7M
Net Calls
+$18.1M
Net Calls Change
-$4.35M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
501
Valeo Financial Advisors
Indiana
$369K -$83.8K -4,323 -19%
CWA
502
Centennial Wealth Advisory
Michigan
$368K +$356K +18,379 New
AI
503
Atria Investments
North Carolina
$368K +$356K +18,346 New
BWM
504
BCS Wealth Management
Tennessee
$365K +$233 +12 +0.1%
LIA
505
LBMC Investment Advisors
Tennessee
$363K +$3.86K +199 +1%
LWM
506
LongView Wealth Management
Georgia
$363K +$25.9K +1,337 +8%
FDCDDQ
507
Federation des caisses Desjardins du Quebec
Quebec, Canada
$361K +$228K +11,740 +187%
NAM
508
NorthCrest Asset Manangement
Minnesota
$361K
TA
509
Tectonic Advisors
Texas
$359K +$33.4K +1,721 +11%
Teacher Retirement System of Texas
510
Teacher Retirement System of Texas
Texas
$359K -$111K -5,746 -24%
CI
511
CX Institutional
Indiana
$359K +$112K +5,749 +47%
BPA
512
Beacon Pointe Advisors
California
$357K -$24.8K -1,278 -7%
MGIA
513
Moneta Group Investment Advisors
Missouri
$355K +$344K +17,738 New
PP
514
Prudential plc
United Kingdom
$355K -$1.55M -79,820 -82%
PWM
515
Perigon Wealth Management
California
$353K -$57.5K -2,965 -14%
BSW
516
Buckingham Strategic Wealth
Missouri
$353K +$61.6K +3,174 +22%
AssetMark Inc
517
AssetMark Inc
California
$350K -$25.5K -1,316 -7%
Koshinski Asset Management
518
Koshinski Asset Management
Illinois
$349K +$101K +5,219 +43%
RWM
519
Ritholtz Wealth Management
New York
$345K +$39 +2 +0%
TNB
520
Thomasville National Bank
Georgia
$344K +$3.26K +168 +1%
Lido Advisors
521
Lido Advisors
California
$344K +$81.9K +4,222 +33%
PA
522
Prossimo Advisors
California
$343K +$54.7K +2,820 +20%
SNB
523
Security National Bank
Nebraska
$339K
BRWA
524
B. Riley Wealth Advisors
Florida
$338K +$7.91K +408 +3%
FTDI
525
First Trust Direct Indexing
Massachusetts
$337K +$138K +7,095 +73%

RF Hedge Fund Activity: Q2 2024 in Review

817 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q2 2024, worth a combined $14.5B — down 4.9% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new RF positions and 61 closed out — a net gain of 34 holders — while 313 added to existing stakes and 267 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $128M. The largest seller was Wellington Management Group, cutting an estimated $85.3M.

  • 817 institutional investors held Regions Financial (RF) as of Q2 2024, up from 795 in Q1 2024.
  • Funds reported $14.5B of Regions Financial stock for Q2 2024, down 4.9% quarter-over-quarter.
  • 95 funds opened new Regions Financial positions in Q2 2024 and 61 closed out, a net change of +34 holders.
  • The largest Regions Financial buyer in Q2 2024 was Balyasny Asset Management, an estimated $128M added.
  • The largest Regions Financial seller in Q2 2024 was Wellington Management Group, an estimated $85.3M sold.

Based on aggregated 13F filings for Q2 2024.