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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
NECFA
701
New England Capital Financial Advisors
Connecticut
$142K +$135K +6,236 New
PA
702
Parallel Advisors
California
$141K -$2.99K -138 -2%
SOW
703
State of Wyoming
Wyoming
$141K -$86K -3,967 -38%
MWC
704
MBM Wealth Consultants
Missouri
$139K +$43.3K +1,999 +45%
PWMG
705
Prestige Wealth Management Group
New Jersey
$137K
TFA
706
Transamerica Financial Advisors
Florida
$133K +$18.3K +843 +16%
IUHSA
707
Itau Unibanco Holding S.A.
Brazil
$118K +$118K +5,463 New
CLOS
708
Compagnie Lombard Odier SCmA
Switzerland
$115K +$116K +5,353 New
CSPIA
709
Cary Street Partners Investment Advisory
Virginia
$111K +$112K +5,172 New
GC
710
Globeflex Capital
California
$110K
JIR
711
James Investment Research
Ohio
$110K +$8.8K +406 +9%
HFM
712
Hartford Financial Management
Connecticut
$108K
GBT
713
Grove Bank & Trust
Florida
$107K +$108K +4,976 New
SN
714
Sittner & Nelson
Oregon
$107K +$107K +4,950 New
AP
715
Arlington Partners
Alabama
$106K -$67.9K -3,130 -39%
CMF
716
Counterpoint Mutual Funds
California
$104K +$105K +4,833 New
PCM
717
Penserra Capital Management
California
$104K +$8.2K +378 +8%
CB
718
Centennial Bank
Arkansas
$102K +$103K +4,754 New
MCC
719
Money Concepts Capital
Florida
$102K +$99.5K +4,589 +3,255%
PG
720
Proffitt & Goodson
Tennessee
$101K
CA
721
Crewe Advisors
Utah
$98.8K -$217 -10 -0.2%
CWP
722
Concord Wealth Partners
Virginia
$97.5K +$98.1K +4,522 New
FMB
723
Field & Main Bank
Kentucky
$97K
AI
724
AXS Investments
New York
$92.7K -$170K -7,830 -65%
AWM
725
Accurate Wealth Management
Florida
$90.8K +$89.4K +4,121 New

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.