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Regions Financial

870 hedge funds and large institutions have $16.7B invested in Regions Financial in 2024 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 312 increasing their positions, 290 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 61

43% more call options, than puts

Call options by funds: $92.6M | Put options by funds: $64.7M

15% more capital invested

Capital invested by funds: $14.5B → $16.7B (+$2.12B)

6% more funds holding

Funds holding: 817870 (+53)

8% more repeat investments, than reductions

Existing positions increased: 312 | Existing positions reduced: 290

1.14% less ownership

Funds ownership: 79.24%78.1% (-1.1%)

Holders
870
Holders Change
+53
Holders Change %
+6.49%
% of All Funds
12.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
119
Increased
312
Reduced
290
Closed
61
Calls
$92.6M
Puts
$64.7M
Net Calls
+$27.9M
Net Calls Change
+$9.82M
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
676
Orion Portfolio Solutions
Nebraska
$210K +$197K +8,996 New
VIM
677
Vinva Investment Management
Australia
$208K +$197K +9,010 New
IRC
678
Investors Research Corp
Georgia
$207K
VT
679
Vise Technologies
New York
$207K +$194K +8,862 New
SCTC
680
Sanibel Captiva Trust Company
Florida
$207K +$194K +8,857 New
TBA
681
Tower Bridge Advisors
Pennsylvania
$206K +$193K +8,809 New
PAMG
682
Patton Albertson Miller Group
Tennessee
$205K +$192K +8,801 New
FFWA
683
Forthright Family Wealth Advisory
Texas
$204K +$170K +7,775 New
SFWA
684
Summit Financial Wealth Advisors
Louisiana
$203K +$191K +8,718 New
WIA
685
Westbourne Investment Advisors
Maryland
$202K +$189K +8,650 New
WPA
686
West Paces Advisors
Georgia
$201K +$169K +7,750 +901%
QC
687
Quent Capital
New York
$197K +$3.48K +159 +2%
IA
688
IFP Advisors
Florida
$196K -$5.2K -238 -3%
GWM
689
Geneos Wealth Management
Colorado
$190K +$97.2K +4,446 +120%
AGWCA
690
Annis Gardner Whiting Capital Advisors
Florida
$181K +$163K +7,459 +2,422%
BIG
691
Brooklyn Investment Group
New York
$174K +$163K +7,468 New
GRP
692
Global Retirement Partners
California
$163K +$26.2K +1,200 +21%
FHA
693
First Horizon Advisors
Tennessee
$149K -$14.6K -668 -9%
PWMG
694
Prestige Wealth Management Group
New Jersey
$149K
PTC
695
Private Trust Company
Ohio
$147K +$28.9K +1,321 +26%
SAM
696
Smartleaf Asset Management
Massachusetts
$146K +$89.2K +4,083 +179%
NECFA
697
New England Capital Financial Advisors
Connecticut
$145K
JIP
698
Jaffetilchin Investment Partners
Florida
$144K +$135K +6,174 New
AIM
699
Anchor Investment Management
South Carolina
$143K -$43.7K -2,000 -25%
QCG
700
Quadrant Capital Group
Ohio
$142K +$175 +8 +0.1%

RF Hedge Fund Activity: Q3 2024 in Review

870 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q3 2024, worth a combined $16.7B — up 15% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new RF positions and 61 closed out — a net gain of 58 holders — while 312 added to existing stakes and 290 trimmed.

The largest buyer was State Street, adding an estimated $170M. The largest seller was Balyasny Asset Management, cutting an estimated $159M.

  • 870 institutional investors held Regions Financial (RF) as of Q3 2024, up from 817 in Q2 2024.
  • Funds reported $16.7B of Regions Financial stock for Q3 2024, up 15% quarter-over-quarter.
  • 119 funds opened new Regions Financial positions in Q3 2024 and 61 closed out, a net change of +58 holders.
  • The largest Regions Financial buyer in Q3 2024 was State Street, an estimated $170M added.
  • The largest Regions Financial seller in Q3 2024 was Balyasny Asset Management, an estimated $159M sold.

Based on aggregated 13F filings for Q3 2024.