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Regions Financial

817 hedge funds and large institutions have $14.5B invested in Regions Financial in 2024 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 313 increasing their positions, 267 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 61

32% more call options, than puts

Call options by funds: $74.8M | Put options by funds: $56.7M

17% more repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 267

3% more funds holding

Funds holding: 795817 (+22)

0.1% more ownership

Funds ownership: 79.15%79.24% (+0.1%)

5% less capital invested

Capital invested by funds: $15.3B → $14.5B (-$743M)

Holders
817
Holders Change
+22
Holders Change %
+2.77%
% of All Funds
11.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
95
Increased
313
Reduced
267
Closed
61
Calls
$74.8M
Puts
$56.7M
Net Calls
+$18.1M
Net Calls Change
-$4.35M
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
576
Visionary Wealth Advisors
Illinois
$267K +$29.2K +1,507 +13%
CTC
577
Cetera Trust Company
Minnesota
$266K
Nomura Holdings
578
Nomura Holdings
Japan
$266K +$257K +13,252 New
BWL
579
Bogart Wealth LLC
Virginia
$265K
SJL
580
Shayne & Jacobs LLC
Tennessee
$264K
II
581
Inspire Investing
Idaho
$263K -$155K -7,972 -38%
IWM
582
IHT Wealth Management
Illinois
$261K +$1.22K +63 +0.5%
CWP
583
Cyndeo Wealth Partners
Florida
$259K +$250K +12,905 New
TG
584
TCW Group
California
$258K -$4.46K -230 -2%
CIC
585
Chase Investment Counsel
Virginia
$256K +$249K +12,818 New
SW
586
SVB Wealth
Massachusetts
$251K -$14.6K -753 -6%
MIH
587
Meitav Investment House
Israel
$250K -$21.9K -1,131 -8%
CTC
588
Central Trust Company
Missouri
$249K -$48K -2,477 -17%
MFG
589
Merit Financial Group
Georgia
$249K +$6.54K +337 +3%
CIBC Private Wealth Group
590
CIBC Private Wealth Group
Georgia
$249K +$9.56K +493 +4%
WPC
591
Waters Parkerson & Co
Louisiana
$248K -$3.2K -165 -1%
FIA
592
Foundations Investment Advisors
Arizona
$247K +$239K +12,338 New
SFM
593
Signet Financial Management
New Jersey
$247K -$1.98K -102 -0.8%
SW
594
SteelPeak Wealth
California
$247K +$236K +12,175 New
VC
595
Veracity Capital
Georgia
$246K +$1.63K +84 +0.7%
AAM
596
Augustine Asset Management
Florida
$244K +$2.58K +133 +1%
BW
597
BIP Wealth
Georgia
$241K -$48.4K -2,496 -17%
GI
598
Gradient Investments
Minnesota
$240K -$776 -40 -0.3%
DF
599
DecisionPoint Financial
Arizona
$240K
MCM
600
Mill Capital Management
North Carolina
$238K

RF Hedge Fund Activity: Q2 2024 in Review

817 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q2 2024, worth a combined $14.5B — down 4.9% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new RF positions and 61 closed out — a net gain of 34 holders — while 313 added to existing stakes and 267 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $128M. The largest seller was Wellington Management Group, cutting an estimated $85.3M.

  • 817 institutional investors held Regions Financial (RF) as of Q2 2024, up from 795 in Q1 2024.
  • Funds reported $14.5B of Regions Financial stock for Q2 2024, down 4.9% quarter-over-quarter.
  • 95 funds opened new Regions Financial positions in Q2 2024 and 61 closed out, a net change of +34 holders.
  • The largest Regions Financial buyer in Q2 2024 was Balyasny Asset Management, an estimated $128M added.
  • The largest Regions Financial seller in Q2 2024 was Wellington Management Group, an estimated $85.3M sold.

Based on aggregated 13F filings for Q2 2024.