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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
GI
576
Gradient Investments
Minnesota
$253K -$16.2K -858 -7%
SCA
577
Southern Capital Advisors
Tennessee
$252K +$1.97K +104 +0.9%
MCM
578
Mill Capital Management
North Carolina
$250K
CIA
579
Cape Investment Advisory
Georgia
$249K
CIBC Private Wealth Group
580
CIBC Private Wealth Group
Georgia
$248K -$46.7K -2,470 -17%
VWA
581
Visionary Wealth Advisors
Illinois
$248K
BCMLT
582
Beacon Capital Management LLC (Tennessee)
Tennessee
$246K -$37.4K -1,980 -15%
CHP
583
Cable Hill Partners
Oregon
$245K
RB
584
Renasant Bank
Mississippi
$242K +$9.17K +485 +4%
MFG
585
Merit Financial Group
Georgia
$240K +$19.9K +1,055 +10%
GAM
586
Gotham Asset Management
New York
$237K -$20.9K -1,106 -9%
TAM
587
Trust Asset Management
Texas
$233K
ALC
588
Alexander Labrunerie & Co
Missouri
$231K +$208K +11,000 New
MM
589
MQS Management
New York
$230K +$207K +10,929 New
SAM
590
Smartleaf Asset Management
Massachusetts
$229K -$80.2K -4,240 -28%
MIM
591
Montgomery Investment Management
Maryland
$229K -$501K -26,522 -71%
NPI
592
New Perspectives Inc
Mississippi
$226K +$203K +10,752 New
CFSG
593
Clark Financial Services Group
Missouri
$226K -$719 -38 -0.4%
FF
594
Farrow Financial
Vermont
$223K
GLA
595
Great Lakes Advisors
Illinois
$222K -$9.49K -502 -5%
BHPW
596
Beverly Hills Private Wealth
California
$222K +$2.38K +126 +1%
MCM
597
Mendel Capital Management
Arkansas
$221K
CAM
598
Cozad Asset Management
Illinois
$221K -$208K -11,000 -51%
MAM
599
Mainsail Asset Management
Alabama
$221K
AIP
600
Ameritas Investment Partners
Nebraska
$217K

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.