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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
CS
526
Capital Square
Tennessee
$255K -$39.5K -2,083 -12%
IGAM
527
iA Global Asset Management
Quebec, Canada
$254K -$5.29K -279 -2%
PFM
528
Patton Fund Management
Texas
$253K +$278K +14,682 New
WAAG
529
Wealth Alliance Advisory Group
Kansas
$252K
QC
530
Quadrature Capital
United Kingdom
$251K +$277K +14,610 New
FIM
531
Fruth Investment Management
Texas
$251K -$1.5K -79 -0.5%
ACP
532
Arcus Capital Partners
Georgia
$249K
DEA
533
DoubleLine ETF Adviser
Florida
$249K +$14.6K +771 +6%
RAM
534
Ramirez Asset Management
New York
$249K +$274K +14,450 New
TPA
535
Trivium Point Advisory
Connecticut
$248K +$287K +15,135 New
CIA
536
Capital Investment Advisors
Georgia
$247K -$18.8K -995 -6%
NWA
537
New World Advisors
Massachusetts
$247K
P
538
Pitcairn
Pennsylvania
$245K +$9.66K +510 +4%
MNBTD
539
Moody National Bank Trust Division
Texas
$245K -$20.6K -1,087 -7%
TA
540
Tectonic Advisors
Texas
$243K +$268K +14,153 New
VC
541
Veracity Capital
Georgia
$242K +$16.3K +862 +7%
IWP
542
Icon Wealth Partners
Texas
$241K +$265K +13,998 New
P
543
&Partners
Tennessee
$240K +$40K +2,113 +18%
HI
544
Horizon Investments
North Carolina
$239K -$208 -11 -0.1%
BCA
545
Bay Colony Advisors
Massachusetts
$239K -$13.3K -703 -5%
SFM
546
Signet Financial Management
New Jersey
$239K -$26.7K -1,408 -9%
MLA
547
My Legacy Advisors
Oregon
$238K +$274K +14,440 New
MIH
548
Meitav Investment House
Israel
$237K +$86.6K +4,571 +49%
AAM
549
Augustine Asset Management
Florida
$236K -$152 -8 -0.1%
CIBC Private Wealth Group
550
CIBC Private Wealth Group
Georgia
$235K -$99.9K -5,274 -28%

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.