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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
CWP
701
Concord Wealth Partners
Virginia
$21.2K +$1.21K +64 +5%
PA
702
PSI Advisors
Florida
$20.7K +$2.18K +115 +11%
WTC
703
WhitTier Trust Company
Nevada
$19.5K
QL
704
Quarry LP
New York
$19.3K +$21.3K +1,123 New
GRP
705
Global Retirement Partners
California
$19.2K +$5.93K +313 +37%
AFS
706
Annapolis Financial Services
Maryland
$17.2K
BCM
707
Bourgeon Capital Management
Connecticut
$17.2K
GCM
708
Gables Capital Management
Florida
$17.2K
SWM
709
Sugarloaf Wealth Management
Georgia
$17.2K
WIM
710
Westside Investment Management
California
$17.2K
CHC
711
City Holding Co
West Virginia
$17.2K
CFD
712
Creative Financial Designs
Indiana
$16.4K +$8.52K +450 +89%
OA
713
Operose Advisors
Wisconsin
$16.2K +$17.8K +942 New
RFA
714
Register Financial Advisors
Georgia
$15.5K
HT
715
Headlands Technologies
Illinois
$15.4K -$75.9K -4,007 -82%
RTC
716
Riverview Trust Company
Washington
$15.2K
BEI
717
Benjamin Edwards Inc
Missouri
$15K +$9.32K +492 +122%
GC
718
Gould Capital
Washington
$14.2K
LC
719
Lindbrook Capital
California
$14.1K -$322 -17 -2%
HI
720
Harbour Investments
Wisconsin
$14K +$814 +43 +6%
WT
721
Washington Trust
Rhode Island
$13.8K
GWSG
722
GPS Wealth Strategies Group
Colorado
$13.4K +$170 +9 +1%
HCP
723
Hexagon Capital Partners
Arkansas
$13.3K +$1.02K +54 +8%
LWANC
724
Laurel Wealth Advisors (North Carolina)
North Carolina
$12.9K
SIS
725
Sound Income Strategies
Florida
$12.5K -$5.93K -313 -30%

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.