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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
BW
551
Bison Wealth
Georgia
$278K +$586 +31 +0.2%
BWL
552
Bogart Wealth LLC
Virginia
$278K
SJL
553
Shayne & Jacobs LLC
Tennessee
$278K
TG
554
TCW Group
California
$275K -$30.4K -1,607 -11%
CL
555
CSS LLC
Illinois
$274K -$303K -16,000 -55%
IWM
556
IHT Wealth Management
Illinois
$273K -$7.47K -395 -3%
MAS
557
Meeder Advisory Services
Ohio
$272K -$29.2K -1,542 -11%
Lido Advisors
558
Lido Advisors
California
$271K -$10.9K -579 -4%
CGL
559
Clarius Group LLC
Washington
$271K +$7.05K +373 +3%
MOS
560
MGO One Seven
Ohio
$270K -$624 -33 -0.3%
FCP
561
Fidelis Capital Partners
Florida
$269K +$6.07K +321 +3%
BP
562
Ballentine Partners
Massachusetts
$267K +$240K +12,706 New
VI
563
Vestcor Inc
New Brunswick, Canada
$267K -$171K -9,059 -42%
AWM
564
Apollon Wealth Management
South Carolina
$266K +$19.2K +1,013 +9%
WPC
565
Waters Parkerson & Co
Louisiana
$264K
B
566
Bailard
California
$263K +$237K +12,514 New
PSP
567
Principal Street Partners
Tennessee
$263K -$18.6K -983 -7%
SFM
568
Signet Financial Management
New Jersey
$262K +$11K +584 +5%
VC
569
Veracity Capital
Georgia
$256K -$11.4K -605 -5%
JSL
570
JT Stratford LLC
Georgia
$256K -$32.1K -1,700 -12%
CI
571
CX Institutional
Indiana
$256K +$10.9K +578 +5%
Koshinski Asset Management
572
Koshinski Asset Management
Illinois
$255K -$322K -17,021 -58%
AF
573
Advisornet Financial
Minnesota
$255K -$67.5K -3,568 -23%
AAM
574
Augustine Asset Management
Florida
$254K
C
575
CEDRUS
Colorado
$253K +$227K +12,025 New

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.