We are live on ! Find out more
RF icon

Regions Financial

881 hedge funds and large institutions have $15B invested in Regions Financial in 2022 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 319 increasing their positions, 267 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 81

39% more call options, than puts

Call options by funds: $80.2M | Put options by funds: $57.8M

19% more repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 267

8% more capital invested

Capital invested by funds: $13.9B → $15B (+$1.13B)

5% more funds holding

Funds holding: 837881 (+44)

1.46% more ownership

Funds ownership: 74.36%75.81% (+1.5%)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
881
Holders Change
+44
Holders Change %
+5.26%
% of All Funds
14.16%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
140
Increased
319
Reduced
267
Closed
81
Calls
$80.2M
Puts
$57.8M
Net Calls
+$22.4M
Net Calls Change
-$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
651
Trust Asset Management
Texas
$227K
MIM
652
Marco Investment Management
Georgia
$227K
MWM
653
Mattern Wealth Management
Kansas
$227K
MCM
654
Mendel Capital Management
Arkansas
$225K
HW
655
Hedeker Wealth
Illinois
$225K -$12K -555 -5%
FTDI
656
First Trust Direct Indexing
Massachusetts
$224K -$2.62K -121 -1%
FMAEN1
657
Fund Management at Engine No 1
California
$222K +$223K +10,288 New
BIP
658
Blueprint Investment Partners
North Carolina
$222K +$12.6K +583 +6%
CCA
659
Cobblestone Capital Advisors
New York
$221K -$16.3K -750 -7%
IA
660
IFP Advisors
Florida
$220K +$39K +1,797 +7%
SIC
661
Salem Investment Counselors
North Carolina
$220K
SS
662
Simplicity Solutions
Minnesota
$219K +$220K +10,138 New
Balyasny Asset Management
663
Balyasny Asset Management
Illinois
$218K -$322K -14,844 -59%
GAA
664
Global Assets Advisory
Florida
$217K -$9.67K -446 -4%
IA
665
IFG Advisors
Missouri
$217K
AWM
666
Arista Wealth Management
Nevada
$216K +$217K +10,000 New
Jones Financial Companies
667
Jones Financial Companies
Missouri
$211K +$17.4K +804 +9%
EP
668
Edgestream Partners
New Jersey
$210K +$211K +9,729 New
PFS
669
Prospera Financial Services
Texas
$209K -$138K -6,362 -40%
KIG
670
Kessler Investment Group
Indiana
$209K +$2.82K +130 +1%
KeyBank National Association
671
KeyBank National Association
Ohio
$207K +$208K +9,601 New
FHA
672
Flagship Harbor Advisors
Massachusetts
$206K -$119K -5,478 -36%
ASN
673
Advisory Services Network
Georgia
$205K +$206K +9,489 New
LSA
674
Lansing Street Advisors
Pennsylvania
$204K -$186K -8,572 -48%
KWM
675
Kingsview Wealth Management
Oregon
$204K -$21.3K -984 -9%

RF Hedge Fund Activity: Q4 2022 in Review

881 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q4 2022, worth a combined $15B — up 8.2% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new RF positions and 81 closed out — a net gain of 59 holders — while 319 added to existing stakes and 267 trimmed.

The largest buyer was Amundi, adding an estimated $73.7M. The largest seller was Janus Henderson Group, cutting an estimated $41M.

  • 881 institutional investors held Regions Financial (RF) as of Q4 2022, up from 837 in Q3 2022.
  • Funds reported $15B of Regions Financial stock for Q4 2022, up 8.2% quarter-over-quarter.
  • 140 funds opened new Regions Financial positions in Q4 2022 and 81 closed out, a net change of +59 holders.
  • The largest Regions Financial buyer in Q4 2022 was Amundi, an estimated $73.7M added.
  • The largest Regions Financial seller in Q4 2022 was Janus Henderson Group, an estimated $41M sold.

Based on aggregated 13F filings for Q4 2022.