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Regions Financial

795 hedge funds and large institutions have $15.3B invested in Regions Financial in 2024 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 287 increasing their positions, 285 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $74.2M | Put options by funds: $51.7M

6% more capital invested

Capital invested by funds: $14.5B → $15.3B (+$829M)

1% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 285

6% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 87

1.08% less ownership

Funds ownership: 80.22%79.15% (-1.1%)

2% less funds holding

Funds holding: 812795 (-17)

100% less funds holding in top 10

Funds holding in top 10: 40 (-4)

Holders
795
Holders Change
-17
Holders Change %
-2.09%
% of All Funds
11.45%
Holding in Top 10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-100%
% of All Funds
New
82
Increased
287
Reduced
285
Closed
87
Calls
$74.2M
Puts
$51.7M
Net Calls
+$22.4M
Net Calls Change
+$2.71M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
651
Allworth Financial
California
$85.3K +$16.7K +883 +28%
HCM
652
Highlander Capital Management
New Jersey
$84.2K
PS
653
Principal Securities
Iowa
$82.4K -$15.3K -811 -17%
WBC
654
Westpac Banking Corp
Australia
$80K
GWM
655
Geneos Wealth Management
Colorado
$78K
PFBT
656
Parkside Financial Bank & Trust
Missouri
$75.2K -$813 -43 -1%
MPWT
657
MassMutual Private Wealth & Trust
Connecticut
$73.7K +$1.4K +74 +2%
AA
658
Alta Advisers
United Kingdom
$71.5K
PA
659
Parallel Advisors
California
$71.3K +$1.3K +69 +2%
IBOK
660
Independence Bank of Kentucky
Kentucky
$67.8K
PCM
661
Perritt Capital Management
Illinois
$66.9K +$737 +39 +1%
WT
662
Whittier Trust
California
$64.8K -$15.1K -800 -21%
T
663
TOBAM
France
$64K -$66K -3,493 -54%
HFM
664
Harvest Fund Management
China
$64K
Bank Julius Baer & Co
665
Bank Julius Baer & Co
Switzerland
$59.9K -$97.6K -5,162 -64%
FMB
666
Field & Main Bank
Kentucky
$58.9K -$24.6K -1,300 -32%
GRP
667
Global Retirement Partners
California
$58K +$4.99K +264 +11%
DSC
668
Duncker Streett & Co
Missouri
$57.9K
FFA
669
Farther Finance Advisors
California
$55.4K +$6.52K +345 +15%
LFG
670
Larson Financial Group
Missouri
$52.9K
HGERS
671
Householder Group Estate & Retirement Specialist
Arizona
$52.6K +$435 +23 +0.9%
HCP
672
Hexagon Capital Partners
Arkansas
$51.5K -$1.8K -95 -4%
AT
673
Arlington Trust
Alabama
$50.6K -$8.15K -431 -15%
MG
674
Mather Group
Illinois
$48.1K +$47K +2,483 New
VCM
675
Versant Capital Management
Arizona
$46.6K -$1.34K -71 -3%

RF Hedge Fund Activity: Q1 2024 in Review

795 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q1 2024, worth a combined $15.3B — up 5.7% from $14.5B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of RF and 82 opened new positions — a net loss of 5 holders — while 285 trimmed existing stakes and 287 added.

The largest buyer was Charles Schwab, adding an estimated $124M. The largest seller was Morgan Stanley, cutting an estimated $286M.

  • 795 institutional investors held Regions Financial (RF) as of Q1 2024, down from 812 in Q4 2023.
  • Funds reported $15.3B of Regions Financial stock for Q1 2024, up 5.7% quarter-over-quarter.
  • 82 funds opened new Regions Financial positions in Q1 2024 and 87 closed out, a net change of -5 holders.
  • The largest Regions Financial buyer in Q1 2024 was Charles Schwab, an estimated $124M added.
  • The largest Regions Financial seller in Q1 2024 was Morgan Stanley, an estimated $286M sold.

Based on aggregated 13F filings for Q1 2024.