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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
FMII
551
Farmers & Merchants Investments Inc
Nebraska
$234K
AF
552
Aldebaran Financial
$233K +$265 +14 +0.1%
GIP
553
Greatmark Investment Partners
Georgia
$232K
BW
554
Bison Wealth
Georgia
$232K -$30.7K -1,620 -11%
TPCW
555
TD Private Client Wealth
New York
$231K -$16.5K -873 -6%
FMAEN1
556
Fund Management at Engine No 1
California
$230K +$22.4K +1,185 +10%
PCMC
557
Paragon Capital Management (Colorado)
Colorado
$230K -$10.8K -568 -4%
GLA
558
Great Lakes Advisors
Illinois
$229K +$6.91K +365 +3%
BTI
559
Blue Trust Inc
Georgia
$229K +$26.3K +1,388 +12%
ASN
560
Advisory Services Network
Georgia
$229K +$40.7K +2,150 +19%
CGL
561
Clarius Group LLC
Washington
$228K -$41K -2,167 -14%
SCA
562
Stonebridge Capital Advisors
Minnesota
$228K -$7.16K -378 -3%
CHP
563
Cable Hill Partners
Oregon
$227K +$250K +13,223 New
BWL
564
Bogart Wealth LLC
Virginia
$227K +$250K +13,218 New
SJL
565
Shayne & Jacobs LLC
Tennessee
$227K
PA
566
PFG Advisors
Arizona
$225K -$13.6K -716 -5%
OAM
567
Oppenheimer Asset Management
New York
$225K +$247K +13,058 New
AM
568
AGF Management
Ontario, Canada
$224K -$6.52M -344,230 -96%
DGAM
569
Desjardins Global Asset Management
Quebec, Canada
$222K +$24.5K +1,292 +11%
GI
570
Gradient Investments
Minnesota
$221K +$3.28K +173 +1%
WPC
571
Waters Parkerson & Co
Louisiana
$221K +$5.68K +300 +2%
BC
572
Burney Company
Virginia
$218K -$41.4K -2,184 -15%
BL
573
Balentine LLC
Georgia
$218K -$31.4K -1,658 -12%
AWM
574
Axxcess Wealth Management
California
$213K +$235K +12,405 New
SFG
575
Steward Financial Group
Texas
$213K +$2.39K +126 +1%

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.