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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
SEEDPG
601
S.E.E.D. Planning Group
New York
$189K
AC
602
ASB Consultores
Florida
$186K +$205K +10,800 New
CFSG
603
Clark Financial Services Group
Missouri
$186K -$265 -14 -0.1%
TNBTD
604
Trustmark National Bank Trust Department
Mississippi
$186K -$21K -1,110 -9%
CW
605
CreativeOne Wealth
Kansas
$185K +$204K +10,768 New
DF
606
DecisionPoint Financial
Arizona
$184K
AC
607
Annandale Capital
Texas
$182K +$212K +11,200 New
IWC
608
Integrated Wealth Concepts
Massachusetts
$179K -$106K -5,572 -35%
MWC
609
MBM Wealth Consultants
Missouri
$177K +$14.8K +784 +8%
AAS
610
Avantax Advisory Services
Texas
$176K +$194K +10,252 New
CCA
611
Cobblestone Capital Advisors
New York
$176K
Lido Advisors
612
Lido Advisors
California
$175K +$193K +10,192 New
JSL
613
JT Stratford LLC
Georgia
$175K
IA
614
IFG Advisors
Missouri
$173K
PCM
615
Penserra Capital Management
California
$173K -$11K -583 -5%
CIC
616
Chase Investment Counsel
Virginia
$173K +$191K +10,077 New
SPIA
617
Steward Partners Investment Advisory
New York
$173K +$4.83K +255 +3%
RIM
618
Reliant Investment Management
Tennessee
$173K +$190K +10,035 New
AIA
619
Affinity Investment Advisors
California
$172K -$778K -41,067 -80%
SIC
620
Salem Investment Counselors
North Carolina
$167K -$9.47K -500 -5%
SOW
621
State of Wyoming
Wyoming
$164K +$130K +6,885 +258%
Jones Financial Companies
622
Jones Financial Companies
Missouri
$164K -$40.4K -2,133 -18%
Twin Tree Management
623
Twin Tree Management
Texas
$161K +$178K +9,379 New
AssetMark Inc
624
AssetMark Inc
California
$157K +$14.8K +783 +9%
IRC
625
Investors Research Corp
Georgia
$153K

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.