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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
ACP
526
Arcus Capital Partners
Georgia
$305K
BSW
527
Buckingham Strategic Wealth
Missouri
$304K +$30.6K +1,620 +13%
RAM
528
Ramirez Asset Management
New York
$304K
CAMG
529
CWA Asset Management Group
Florida
$304K +$273K +14,439 New
CCA
530
Cravens & Co Advisors
Tennessee
$303K -$52.9K -2,800 -16%
FIM
531
Fruth Investment Management
Texas
$302K +$38 +2 +0%
PA
532
Prossimo Advisors
California
$301K +$271K +14,320 New
MIH
533
Meitav Investment House
Israel
$298K -$12.3K -653 -4%
CS
534
Capital Square
Tennessee
$294K -$9.74K -515 -4%
BCA
535
Bay Colony Advisors
Massachusetts
$294K
HIC
536
Hartline Investment Corp
Illinois
$294K +$264K +13,953 New
AF
537
Aldebaran Financial
$292K +$6.03K +319 +2%
CA
538
CapWealth Advisors
Tennessee
$291K -$506K -26,778 -66%
BTI
539
Blue Trust Inc
Georgia
$290K +$10.1K +536 +4%
AAS
540
Avantax Advisory Services
Texas
$287K +$258K +13,650 New
FMII
541
Farmers & Merchants Investments Inc
Nebraska
$287K
CA
542
Clearstead Advisors
Ohio
$285K -$1.29K -68 -0.5%
GIP
543
Greatmark Investment Partners
Georgia
$284K
BRWA
544
B. Riley Wealth Advisors
Florida
$283K -$26.5K -1,401 -8%
HI
545
Horizon Investments
North Carolina
$283K -$6.35K -336 -2%
CG
546
Caprock Group
Idaho
$282K -$58.9K -3,117 -19%
PA
547
PFG Advisors
Arizona
$281K +$32.5K +1,717 +15%
IGAM
548
iA Global Asset Management
Quebec, Canada
$280K -$58K -3,070 -19%
CTC
549
Cetera Trust Company
Minnesota
$280K
SW
550
SVB Wealth
Massachusetts
$280K +$76 +4 +0%

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.