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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
GWM
651
Geneos Wealth Management
Colorado
$63.7K
CFGS
652
Concourse Financial Group Securities
Alabama
$61.4K +$5.08K +268 +8%
DAC
653
Dividend Assets Capital
South Carolina
$61K
PA
654
Parallel Advisors
California
$60.7K -$758 -40 -1%
C
655
Covestor
United Kingdom
$60K -$15.1K -795 -18%
MPWT
656
MassMutual Private Wealth & Trust
Connecticut
$58.8K -$720 -38 -1%
AA
657
Alta Advisers
United Kingdom
$58.5K
KI
658
Kapitalo Investimentos
Brazil
$57.6K +$63.4K +3,348 New
WT
659
Whittier Trust
California
$57.3K +$4.75K +251 +8%
IBOK
660
Independence Bank of Kentucky
Kentucky
$55.4K -$37.9K -2,000 -38%
PCM
661
Perritt Capital Management
Illinois
$54K
HFM
662
Harvest Fund Management
China
$53K +$57.9K +3,057 New
MA
663
MCF Advisors
Kentucky
$52.8K +$7.29K +385 +15%
CAM
664
Chesapeake Asset Management
New York
$52.8K +$58.1K +3,067 New
CAS
665
Coppell Advisory Solutions
Texas
$49.1K +$41.9K +2,210 +3,203%
DSC
666
Duncker Streett & Co
Missouri
$47.3K
CI Investments Inc
667
CI Investments Inc
Ontario, Canada
$47K +$2.44K +129 +5%
AS
668
AM Squared
Hong Kong
$46.4K -$218K -11,500 -81%
FDCDDQ
669
Federation des caisses Desjardins du Quebec
Quebec, Canada
$46.1K -$59.4K -3,135 -54%
LFG
670
Larson Financial Group
Missouri
$43.2K +$19 +1 +0%
HGERS
671
Householder Group Estate & Retirement Specialist
Arizona
$42.2K +$46.4K +2,452 New
BAAM
672
Baker Avenue Asset Management
California
$42K +$18.9K +1,000 +69%
Point72 Asset Management
673
Point72 Asset Management
Connecticut
$41.1K +$45.2K +2,384 +59,600%
WPA
674
West Paces Advisors
Georgia
$41K +$33.2K +1,752 +277%
PFBT
675
Parkside Financial Bank & Trust
Missouri
$40.2K +$2.54K +134 +6%

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.