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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
MAS
576
Meeder Advisory Services
Ohio
$210K -$114 -6 -0%
GA
577
Geller Advisors
New York
$206K +$224K +11,813 New
BSW
578
Buckingham Strategic Wealth
Missouri
$205K -$5.93K -313 -3%
SCA
579
Southern Capital Advisors
Tennessee
$204K -$43.6K -2,301 -16%
MCM
580
Mill Capital Management
North Carolina
$204K -$14.7K -778 -6%
WSTAM
581
Wilbanks Smith & Thomas Asset Management
Virginia
$204K
CIA
582
Cape Investment Advisory
Georgia
$203K +$9.47K +500 +4%
VWA
583
Visionary Wealth Advisors
Illinois
$203K +$1.89K +100 +0.9%
EW
584
Element Wealth
Mississippi
$202K
EVM
585
Evelyn V. Moreno
$201K
HH
586
Hilltop Holdings
Texas
$200K +$13.6K +719 +7%
CG
587
Caprock Group
Idaho
$200K -$148K -7,811 -41%
GAM
588
Gotham Asset Management
New York
$199K -$11.6K -614 -5%
UB
589
UMB Bank
Missouri
$196K -$341 -18 -0.2%
OIA
590
OneDigital Investment Advisors
Kansas
$195K +$214K +11,316 New
AIP
591
Ameritas Investment Partners
Nebraska
$194K
WIA
592
World Investment Advisors
California
$194K
TSS
593
Two Sigma Securities
New York
$192K +$212K +11,179 New
BHPW
594
Beverly Hills Private Wealth
California
$192K -$223K -11,797 -51%
MIM
595
MTM Investment Management
South Carolina
$191K
HBT
596
Heartland Bank & Trust
Illinois
$191K +$3.24K +171 +2%
CCFM
597
Clear Creek Financial Management
Washington
$191K -$13.5K -712 -6%
LGG
598
Luts & Greenleigh Group
Maryland
$191K
TAM
599
Trust Asset Management
Texas
$190K
RB
600
Renasant Bank
Mississippi
$189K -$210K -11,087 -50%

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.