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Regions Financial
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Overview Fund Activity

821 hedge funds and large institutions have $13.1B invested in Regions Financial in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 302 increasing their positions, 297 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
821
Holders Change
-58
Holders Change %
-6.6%
% of All Funds
13.14%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
71
Increased
302
Reduced
297
Closed
116
Calls
$115M
Puts
$117M
Net Calls
-$2.19M
Net Calls Change
-$24.6M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$625M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$120M
3
Amundi
Amundi
France
+$68.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$38.4M
5
RIP
Rhino Investment Partners
Pennsylvania
+$30.2M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$159M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$139M
3
American Century Companies
American Century Companies
Missouri
-$69.4M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$57.8M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$50.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
576
Stonebridge Capital Advisors
Minnesota
$246K – – –
DGAM
577
Desjardins Global Asset Management
Quebec, Canada
$241K +$81.5K +4,397 +51%
FFG
578
Fortem Financial Group
California
$240K +$240K +12,954 New
BAM
579
Belpointe Asset Management
Nevada
$240K +$103K +5,524 +74%
EW
580
Element Wealth
Mississippi
$238K -$196K -10,573 -45%
ICA
581
Infrastructure Capital Advisors
New York
$238K +$238K +12,848 New
WPC
582
Waters Parkerson & Co
Louisiana
$236K – – –
GA
583
Geller Advisors
New York
$234K +$16.6K +884 +8%
PA
584
PFG Advisors
Arizona
$233K +$27.6K +1,489 +13%
CWS
585
Confluence Wealth Services
Pennsylvania
$233K +$233K +12,560 New
BCA
586
Bay Colony Advisors
Massachusetts
$233K -$64.5K -3,517 -22%
SFG
587
Steward Financial Group
Texas
$231K +$2.65K +143 +1%
VWA
588
Visionary Wealth Advisors
Illinois
$229K – – –
CG
589
Caprock Group
Idaho
$227K -$8.82K -469 -4%
SW
590
SVB Wealth
Massachusetts
$223K -$67.7K -3,648 -23%
CM
591
Caption Management
Oklahoma
$223K -$598K -32,200 -73%
MCM
592
Mill Capital Management
North Carolina
$222K +$1.08K +58 +0.5%
NW
593
NewEdge Wealth
Pennsylvania
$221K +$16.2K +874 +8%
BW
594
Bison Wealth
Georgia
$221K -$293K -18,895 -57%
P
595
&Partners
Tennessee
$219K +$13.1K +707 +6%
HBT
596
Heartland Bank & Trust
Illinois
$217K +$15.5K +835 +8%
EVM
597
Evelyn V. Moreno
$217K – – –
ATPW
598
Ashton Thomas Private Wealth
Arizona
$216K -$5.9K -318 -3%
WSTAM
599
Wilbanks Smith & Thomas Asset Management
Virginia
$216K +$216K +11,639 New
JIC
600
Johnson Investment Counsel
Ohio
$216K +$2.82K +152 +1%
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