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Regions Financial
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Overview Fund Activity

786 hedge funds and large institutions have $12.6B invested in Regions Financial in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 273 increasing their positions, 282 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
786
Holders Change
+5
Holders Change %
+0.64%
% of All Funds
12.53%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
84
Increased
273
Reduced
282
Closed
67
Calls
$78M
Puts
$88M
Net Calls
-$9.93M
Net Calls Change
+$2.41M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$926M
2
BG
Bahl & Gaynor
Ohio
$102M
3
Bank of America
Bank of America
North Carolina
$130M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.97B
5
State Street
State Street
Massachusetts
$901M

Top Sellers

1
Amundi
Amundi
France
$174M
2
Citadel Advisors
Citadel Advisors
Florida
$8.93M
3
Victory Capital Management
Victory Capital Management
Texas
$80M
4
RIP
Rhino Investment Partners
Pennsylvania
$0
5
PAM
Panagora Asset Management
Massachusetts
$1.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
601
CreativeOne Wealth
Kansas
$185K +$185K +10,768 New
DF
602
DecisionPoint Financial
Arizona
$184K – – –
AC
603
Annandale Capital
Texas
$182K +$182K +11,200 New
IWC
604
Integrated Wealth Concepts
Massachusetts
$179K -$95.8K -5,572 -35%
MWC
605
MBM Wealth Consultants
Missouri
$177K +$12.6K +784 +8%
AAS
606
Avantax Advisory Services
Texas
$176K +$176K +10,252 New
CCA
607
Cobblestone Capital Advisors
New York
$176K – – –
Lido Advisors
608
Lido Advisors
California
$175K +$175K +10,192 New
JSL
609
JT Stratford LLC
Georgia
$175K – – –
IA
610
IFG Advisors
Missouri
$173K – – –
PCM
611
Penserra Capital Management
California
$173K -$9.96K -583 -5%
CIC
612
Chase Investment Counsel
Virginia
$173K +$173K +10,077 New
SPIA
613
Steward Partners Investment Advisory
New York
$173K +$4.39K +255 +3%
RIM
614
Reliant Investment Management
Tennessee
$173K +$173K +10,035 New
AIA
615
Affinity Investment Advisors
California
$172K -$706K -41,067 -80%
SIC
616
Salem Investment Counselors
North Carolina
$167K -$8.72K -500 -5%
SOW
617
State of Wyoming
Wyoming
$164K +$118K +6,885 +258%
Jones Financial Companies
618
Jones Financial Companies
Missouri
$164K -$36.7K -2,133 -18%
Twin Tree Management
619
Twin Tree Management
Texas
$161K +$161K +9,379 New
AssetMark Inc
620
AssetMark Inc
California
$157K +$13.5K +783 +9%
IRC
621
Investors Research Corp
Georgia
$153K – – –
IA
622
IFP Advisors
Florida
$152K +$52.2K +3,033 +52%
Credit Agricole
623
Credit Agricole
France
$152K +$152K +8,826 New
MTIC
624
Missouri Trust & Investment Company
Missouri
$147K -$17.2K -1,000 -10%
JPWM
625
Jamison Private Wealth Management
Georgia
$137K +$137K +7,983 New
23 24
25
26 27