We are live on ! Find out more
RF icon

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
CA
676
CoreCap Advisors
Michigan
$46.5K +$41.8K +2,208 New
RFA
677
Register Financial Advisors
Georgia
$46.3K +$41.6K +2,200 New
CWC
678
Carolinas Wealth Consulting
North Carolina
$43.8K +$7.68K +406 +24%
RDIA
679
RE Dickinson Investment Advisors
Iowa
$43K
DMBA
680
Deseret Mutual Benefit Administrators
Utah
$42.1K +$6.13K +324 +19%
Loomis, Sayles & Company
681
Loomis, Sayles & Company
Massachusetts
$41K -$2.99K -158 -8%
ZB
682
Zions Bancorporation
Utah
$40.8K -$288K -15,218 -89%
BCWM
683
Bartlett & Co Wealth Management
Ohio
$38.2K
SIS
684
Sound Income Strategies
Florida
$36.3K +$4.69K +248 +17%
POIA
685
Pin Oak Investment Advisors
Texas
$36K
LS
686
Livforsakringsbolaget Skandia
Sweden
$35K
PWMG
687
Private Wealth Management Group
New Jersey
$33.6K -$17K -900 -36%
MFT
688
Moisand Fitzgerald Tamayo
Florida
$31.4K
IGWM
689
ICA Group Wealth Management
Colorado
$30.8K
RFG
690
RFP Financial Group
Georgia
$30.4K -$3.78K -200 -12%
MCM
691
MV Capital Management
Maryland
$30.2K +$11.7K +618 +76%
CAL
692
Capital Analysts LLC
Pennsylvania
$29K
BEI
693
Benjamin Edwards Inc
Missouri
$29K +$6.6K +349 +34%
ST
694
Smithfield Trust
Pennsylvania
$28K
ETC
695
Exchange Traded Concepts
Oklahoma
$27.5K +$24.7K +1,306 New
VFM
696
Viking Fund Management
North Dakota
$27.4K
TWC
697
TD Waterhouse Canada
Ontario, Canada
$27.2K -$3.76K -199 -14%
BIA
698
Bell Investment Advisors
California
$27.1K -$19 -1 -0.1%
EC
699
EntryPoint Capital
New York
$26.4K +$23.7K +1,253 New
GC
700
Gould Capital
Washington
$25.5K +$3.38K +179 +17%

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.