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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
Fisher Asset Management
676
Fisher Asset Management
Washington
$38.6K
AF
677
Allworth Financial
California
$38.1K +$6.82K +360 +19%
VCM
678
Versant Capital Management
Arizona
$38.1K
DMBA
679
Deseret Mutual Benefit Administrators
Utah
$37.1K -$1.31K -69 -3%
HPC
680
HM Payson & Co
Maine
$36.1K +$37.9K +2,000 +2,000%
RDIA
681
RE Dickinson Investment Advisors
Iowa
$35K
BCWM
682
Bartlett & Co Wealth Management
Ohio
$31.3K
BC
683
Bartlett & Co
Ohio
$31K
FFA
684
Farther Finance Advisors
California
$30.9K +$15.3K +809 +82%
GBT
685
Grove Bank & Trust
Florida
$30.1K -$9.98K -527 -23%
POIA
686
Pin Oak Investment Advisors
Texas
$30K +$9.77K +516 +44%
CSPIA
687
Cary Street Partners Investment Advisory
Virginia
$29.3K +$1.33K +70 +4%
LS
688
Livforsakringsbolaget Skandia
Sweden
$28.6K
AP
689
Arlington Partners
Alabama
$25.8K -$31.5K -1,663 -53%
AT
690
Arlington Trust
Alabama
$25.8K +$28.4K +1,502 New
SWA
691
Sutton Wealth Advisors
Florida
$25.8K +$928 +49 +3%
MFT
692
Moisand Fitzgerald Tamayo
Florida
$25.7K +$28.3K +1,494 New
CWC
693
Carolinas Wealth Consulting
North Carolina
$24.1K -$10.7K -564 -25%
CAL
694
Capital Analysts LLC
Pennsylvania
$24K
ST
695
Smithfield Trust
Pennsylvania
$23K
DWA
696
Delos Wealth Advisors
Texas
$22.9K
RFG
697
RFP Financial Group
Georgia
$22.7K +$3.79K +200 +18%
VFM
698
Viking Fund Management
North Dakota
$22.4K +$10K +530 +69%
TWC
699
TD Waterhouse Canada
Ontario, Canada
$22.3K -$18.4K -971 -42%
BIA
700
Bell Investment Advisors
California
$22.1K +$1.08K +57 +5%

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.