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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
LFAS
676
Level Four Advisory Services
Texas
$204K +$205K +9,447 New
AWM
677
Axxcess Wealth Management
California
$203K +$204K +9,430 New
HSA
678
HBK Sorce Advisory
Pennsylvania
$203K +$205K +9,438 New
NC
679
NinePointTwo Capital
California
$203K +$205K +9,448 New
USCWA
680
U.S. Capital Wealth Advisors
Texas
$202K +$203K +9,376 New
AssetMark Inc
681
AssetMark Inc
California
$202K +$11K +506 +6%
PCMC
682
Paragon Capital Management (Colorado)
Colorado
$202K +$203K +9,353 New
MCI
683
MRP Capital Investments
Georgia
$201K +$202K +9,300 New
NA
684
NewEdge Advisors
Louisiana
$196K +$238K +10,970 +20%
QCG
685
Quadrant Capital Group
Ohio
$193K +$19.9K +916 +11%
IRC
686
Investors Research Corp
Georgia
$191K
FDCDDQ
687
Federation des caisses Desjardins du Quebec
Quebec, Canada
$186K
DGAM
688
Desjardins Global Asset Management
Quebec, Canada
$185K +$4.25K +196 +2%
MTIC
689
Missouri Trust & Investment Company
Missouri
$184K
GI
690
Gradient Investments
Minnesota
$181K -$5.55K -256 -3%
SPWM
691
Spartan Planning & Wealth Management
North Carolina
$178K +$5.62K +259 +3%
CSS
692
Cubist Systematic Strategies
Connecticut
$175K -$4.79M -220,827 -96%
T
693
TOBAM
France
$167K -$85.1K -3,926 -34%
NHT
694
New Hampshire Trust
New Hampshire
$166K +$167K +7,706 New
PTC
695
Private Trust Company
Ohio
$163K -$16.4K -755 -9%
BAM
696
Belpointe Asset Management
Nevada
$160K +$44.8K +2,066 +39%
QC
697
Quent Capital
New York
$159K -$1.6K -74 -1%
BCMLT
698
Beacon Capital Management LLC (Tennessee)
Tennessee
$150K -$412 -19 -0.3%
AIM
699
Anchor Investment Management
South Carolina
$143K
IBOK
700
Independence Bank of Kentucky
Kentucky
$143K -$21.7K -1,000 -13%

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.