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Regions Financial

870 hedge funds and large institutions have $16.7B invested in Regions Financial in 2024 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 312 increasing their positions, 290 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 61

43% more call options, than puts

Call options by funds: $92.6M | Put options by funds: $64.7M

15% more capital invested

Capital invested by funds: $14.5B → $16.7B (+$2.12B)

6% more funds holding

Funds holding: 817870 (+53)

8% more repeat investments, than reductions

Existing positions increased: 312 | Existing positions reduced: 290

1.14% less ownership

Funds ownership: 79.24%78.1% (-1.1%)

Holders
870
Holders Change
+53
Holders Change %
+6.49%
% of All Funds
12.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
119
Increased
312
Reduced
290
Closed
61
Calls
$92.6M
Puts
$64.7M
Net Calls
+$27.9M
Net Calls Change
+$9.82M
Name Holding Trade Value Shares
Change
Change in
Stake
DAM
526
Delta Asset Management
Tennessee
$431K -$21K -962 -5%
VFA
527
Valeo Financial Advisors
Indiana
$431K +$983 +45 +0.2%
PWM
528
Perigon Wealth Management
California
$430K +$17.4K +798 +5%
LIA
529
LBMC Investment Advisors
Tennessee
$428K +$4.39K +201 +1%
LWM
530
LongView Wealth Management
Georgia
$423K +$546 +25 +0.1%
NAM
531
NorthCrest Asset Manangement
Minnesota
$420K +$459 +21 +0.1%
RWM
532
Ritholtz Wealth Management
New York
$418K +$15.2K +697 +4%
PP
533
Prudential plc
United Kingdom
$413K
MC
534
Moors & Cabot
Massachusetts
$411K -$137K -6,268 -26%
HCM
535
Howard Capital Management
Georgia
$409K +$383K +17,524 New
TNBTD
536
Trustmark National Bank Trust Department
Mississippi
$408K -$88K -4,025 -19%
SPA
537
Sherbrooke Park Advisers
New York
$405K +$380K +17,366 New
BRWA
538
B. Riley Wealth Advisors
Florida
$403K +$12.8K +584 +4%
CI
539
CX Institutional
Indiana
$402K -$14.7K -673 -4%
Koshinski Asset Management
540
Koshinski Asset Management
Illinois
$398K -$6.54K -299 -2%
BP
541
Ballentine Partners
Massachusetts
$397K +$37.2K +1,701 +11%
BWM
542
BCS Wealth Management
Tennessee
$395K -$27.5K -1,260 -7%
SNB
543
Security National Bank
Nebraska
$395K
HSG
544
Helen Stephens Group
Texas
$387K +$4.22K +193 +1%
OC
545
Oppenheimer & Co
New York
$386K -$302K -13,828 -46%
LA
546
Lynch & Associates
Indiana
$386K -$59.6K -2,725 -14%
RP
547
Rowlandmiller & Partners
Georgia
$381K
BPA
548
Beacon Pointe Advisors
California
$376K -$36.3K -1,663 -9%
FFM
549
Forum Financial Management
Illinois
$376K +$743 +34 +0.2%
EF
550
Empowered Funds
Pennsylvania
$374K -$984K -45,026 -74%

RF Hedge Fund Activity: Q3 2024 in Review

870 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q3 2024, worth a combined $16.7B — up 15% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new RF positions and 61 closed out — a net gain of 58 holders — while 312 added to existing stakes and 290 trimmed.

The largest buyer was State Street, adding an estimated $170M. The largest seller was Balyasny Asset Management, cutting an estimated $159M.

  • 870 institutional investors held Regions Financial (RF) as of Q3 2024, up from 817 in Q2 2024.
  • Funds reported $16.7B of Regions Financial stock for Q3 2024, up 15% quarter-over-quarter.
  • 119 funds opened new Regions Financial positions in Q3 2024 and 61 closed out, a net change of +58 holders.
  • The largest Regions Financial buyer in Q3 2024 was State Street, an estimated $170M added.
  • The largest Regions Financial seller in Q3 2024 was Balyasny Asset Management, an estimated $159M sold.

Based on aggregated 13F filings for Q3 2024.