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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
IA
626
IFP Advisors
Florida
$152K +$57.5K +3,033 +52%
Credit Agricole
627
Credit Agricole
France
$152K +$167K +8,826 New
MTIC
628
Missouri Trust & Investment Company
Missouri
$147K -$18.9K -1,000 -10%
JPWM
629
Jamison Private Wealth Management
Georgia
$137K +$151K +7,983 New
AIM
630
Anchor Investment Management
South Carolina
$131K +$2.46K +130 +2%
QC
631
Quent Capital
New York
$130K +$3.62K +191 +3%
BCMLT
632
Beacon Capital Management LLC (Tennessee)
Tennessee
$124K
Federated Hermes
633
Federated Hermes
Pennsylvania
$121K -$328K -17,313 -71%
CG
634
Cutler Group
California
$120K +$87.9K +4,639 +198%
PWMG
635
Prestige Wealth Management Group
New Jersey
$118K
EMFAT
636
Emerald Mutual Fund Advisers Trust
Pennsylvania
$117K
NECFA
637
New England Capital Financial Advisors
Connecticut
$107K
QCG
638
Quadrant Capital Group
Ohio
$105K
TFA
639
Transamerica Financial Advisors
Florida
$98K +$2.65K +140 +3%
SIM
640
Sentry Investment Management
Wisconsin
$93K -$24.7K -1,303 -20%
PTC
641
Private Trust Company
Ohio
$89.9K
HFM
642
Hartford Financial Management
Connecticut
$86K
SN
643
Sittner & Nelson
Oregon
$85.1K
CB
644
Centennial Bank
Arkansas
$81.8K
PG
645
Proffitt & Goodson
Tennessee
$80.4K
Caisse de Depot et Placement du Quebec (CDPQ)
646
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$78.1K -$3.79K -200 -4%
FMB
647
Field & Main Bank
Kentucky
$70.5K
HCM
648
Highlander Capital Management
New Jersey
$69K
WBC
649
Westpac Banking Corp
Australia
$65.4K
KIG
650
Kessler Investment Group
Indiana
$64.8K -$15.3K -807 -18%

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.