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Regions Financial

881 hedge funds and large institutions have $15B invested in Regions Financial in 2022 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 319 increasing their positions, 267 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 81

39% more call options, than puts

Call options by funds: $80.2M | Put options by funds: $57.8M

19% more repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 267

8% more capital invested

Capital invested by funds: $13.9B → $15B (+$1.13B)

5% more funds holding

Funds holding: 837881 (+44)

1.46% more ownership

Funds ownership: 74.36%75.81% (+1.5%)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
881
Holders Change
+44
Holders Change %
+5.26%
% of All Funds
14.16%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
140
Increased
319
Reduced
267
Closed
81
Calls
$80.2M
Puts
$57.8M
Net Calls
+$22.4M
Net Calls Change
-$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SW
551
SVB Wealth
Massachusetts
$338K -$27.9K -1,286 -8%
AF
552
Advisornet Financial
Minnesota
$337K +$17.9K +825 +6%
CGA
553
Crescent Grove Advisors
Illinois
$337K
HSG
554
Helen Stephens Group
Texas
$334K +$3.27K +151 +1%
SSG
555
Summit Securities Group
New York
$334K +$307K +14,171 +1,090%
FG
556
Fiduciary Group
Georgia
$331K
M
557
Mirova
France
$329K +$72.4K +3,340 +28%
FIM
558
Fruth Investment Management
Texas
$328K -$1.71K -79 -0.5%
BRWA
559
B. Riley Wealth Advisors
Florida
$324K +$28K +1,293 +9%
MPI
560
Mairs & Power Inc
Minnesota
$323K
PVM
561
Palogic Value Management
Texas
$323K +$325K +15,000 New
AAS
562
Avantax Advisory Services
Texas
$321K -$3.92K -181 -1%
SCM
563
SevenOneSeven Capital Management
Pennsylvania
$321K +$499 +23 +0.2%
CCFM
564
Clear Creek Financial Management
Washington
$318K -$50.6K -2,334 -14%
NWA
565
New World Advisors
Massachusetts
$316K -$13K -600 -4%
WAAG
566
Wealth Alliance Advisory Group
Kansas
$316K
CIA
567
Capital Investment Advisors
Georgia
$314K +$7K +323 +2%
AA
568
ALPS Advisors
Colorado
$314K -$1.74K -80 -0.5%
CA
569
Clearstead Advisors
Ohio
$313K -$38.3K -1,766 -11%
LC
570
LCNB Corp
Ohio
$313K
ACP
571
Arcus Capital Partners
Georgia
$312K
CWP
572
Cyndeo Wealth Partners
Florida
$312K +$313K +14,452 New
TWI
573
Thomas White International
Illinois
$312K -$142K -6,540 -31%
NHC
574
Nicholas Hoffman & Company
Georgia
$311K
P
575
Pitcairn
Pennsylvania
$311K -$3.32K -153 -1%

RF Hedge Fund Activity: Q4 2022 in Review

881 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q4 2022, worth a combined $15B — up 8.2% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new RF positions and 81 closed out — a net gain of 59 holders — while 319 added to existing stakes and 267 trimmed.

The largest buyer was Amundi, adding an estimated $73.7M. The largest seller was Janus Henderson Group, cutting an estimated $41M.

  • 881 institutional investors held Regions Financial (RF) as of Q4 2022, up from 837 in Q3 2022.
  • Funds reported $15B of Regions Financial stock for Q4 2022, up 8.2% quarter-over-quarter.
  • 140 funds opened new Regions Financial positions in Q4 2022 and 81 closed out, a net change of +59 holders.
  • The largest Regions Financial buyer in Q4 2022 was Amundi, an estimated $73.7M added.
  • The largest Regions Financial seller in Q4 2022 was Janus Henderson Group, an estimated $41M sold.

Based on aggregated 13F filings for Q4 2022.