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Regions Financial

870 hedge funds and large institutions have $16.7B invested in Regions Financial in 2024 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 312 increasing their positions, 290 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 61

43% more call options, than puts

Call options by funds: $92.6M | Put options by funds: $64.7M

15% more capital invested

Capital invested by funds: $14.5B → $16.7B (+$2.12B)

6% more funds holding

Funds holding: 817870 (+53)

8% more repeat investments, than reductions

Existing positions increased: 312 | Existing positions reduced: 290

1.14% less ownership

Funds ownership: 79.24%78.1% (-1.1%)

Holders
870
Holders Change
+53
Holders Change %
+6.49%
% of All Funds
12.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
119
Increased
312
Reduced
290
Closed
61
Calls
$92.6M
Puts
$64.7M
Net Calls
+$27.9M
Net Calls Change
+$9.82M
Name Holding Trade Value Shares
Change
Change in
Stake
LAM
601
LECAP Asset Management
United Kingdom
$297K +$278K +12,709 New
LA
602
Lane & Associates
New Jersey
$293K +$275K +12,580 New
VWA
603
Visionary Wealth Advisors
Illinois
$293K -$16.2K -740 -6%
TG
604
TCW Group
California
$293K -$6.42K -294 -2%
SMA
605
Sage Mountain Advisors
Georgia
$292K +$274K +12,536 New
CHP
606
Cable Hill Partners
Oregon
$292K -$23.5K -1,075 -8%
FIA
607
Foundations Investment Advisors
Arizona
$292K +$3.71K +170 +1%
GFA
608
Gallagher Fiduciary Advisors
Illinois
$292K +$273K +12,498 New
Vontobel Holding
609
Vontobel Holding
Switzerland
$290K +$35.4K +1,620 +15%
EWM
610
Empirical Wealth Management
Washington
$289K +$271K +12,394 New
WPC
611
Waters Parkerson & Co
Louisiana
$289K
VC
612
Veracity Capital
Georgia
$288K +$1.53K +70 +0.6%
CFSG
613
Clark Financial Services Group
Missouri
$287K +$33.8K +1,545 +14%
II
614
Inspire Investing
Idaho
$286K -$19.4K -887 -7%
AAM
615
Augustine Asset Management
Florida
$284K
SFM
616
Signet Financial Management
New Jersey
$281K -$6.12K -280 -2%
GI
617
Gradient Investments
Minnesota
$278K -$656 -30 -0.3%
RSWM
618
Robertson Stephens Wealth Management
California
$278K +$258K +11,794 New
MCM
619
Mill Capital Management
North Carolina
$277K
CIA
620
Cape Investment Advisory
Georgia
$276K
CGL
621
Clarius Group LLC
Washington
$275K +$328 +15 +0.1%
BW
622
Bison Wealth
Georgia
$274K -$32.3K -1,478 -11%
SCA
623
Southern Capital Advisors
Tennessee
$274K +$87 +4 +0%
HBT
624
Heartland Bank & Trust
Illinois
$274K +$28.1K +1,284 +12%
BCMLT
625
Beacon Capital Management LLC (Tennessee)
Tennessee
$272K -$2.47K -113 -1%

RF Hedge Fund Activity: Q3 2024 in Review

870 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q3 2024, worth a combined $16.7B — up 15% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new RF positions and 61 closed out — a net gain of 58 holders — while 312 added to existing stakes and 290 trimmed.

The largest buyer was State Street, adding an estimated $170M. The largest seller was Balyasny Asset Management, cutting an estimated $159M.

  • 870 institutional investors held Regions Financial (RF) as of Q3 2024, up from 817 in Q2 2024.
  • Funds reported $16.7B of Regions Financial stock for Q3 2024, up 15% quarter-over-quarter.
  • 119 funds opened new Regions Financial positions in Q3 2024 and 61 closed out, a net change of +58 holders.
  • The largest Regions Financial buyer in Q3 2024 was State Street, an estimated $170M added.
  • The largest Regions Financial seller in Q3 2024 was Balyasny Asset Management, an estimated $159M sold.

Based on aggregated 13F filings for Q3 2024.