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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
DPW
701
DiNuzzo Private Wealth
Pennsylvania
$24.5K +$189 +10 +0.9%
MA
702
MCF Advisors
Kentucky
$23.4K -$37.5K -1,981 -64%
AWM
703
Avior Wealth Management
Nebraska
$21.1K +$18.9K +1,002 New
GCM
704
Gables Capital Management
Florida
$21K
SWM
705
Sugarloaf Wealth Management
Georgia
$21K
CHC
706
City Holding Co
West Virginia
$21K
OA
707
Operose Advisors
Wisconsin
$19.8K
BGAI
708
Bruce G. Allen Investments
Colorado
$19.6K +$8.76K +463 +99%
WPA
709
West Paces Advisors
Georgia
$18K -$95.8K -5,065 -86%
CFD
710
Creative Financial Designs
Indiana
$18K -$1.89K -100 -10%
WT
711
Washington Trust
Rhode Island
$16.8K
HI
712
Harbour Investments
Wisconsin
$16.3K -$2.65K -140 -15%
LWANC
713
Laurel Wealth Advisors (North Carolina)
North Carolina
$15.8K -$12.3K -649 -46%
HIA
714
Harbor Investment Advisory
Maryland
$14.9K +$1.57K +83 +13%
OIA
715
Optimum Investment Advisors
Illinois
$14.7K
WIA
716
Wetzel Investment Advisors
Indiana
$14.6K
PA
717
PSI Advisors
Florida
$14.3K -$15.1K -800 -54%
SL
718
Salomon & Ludwin
Virginia
$13K +$8.04K +425 +220%
GBT
719
Grove Bank & Trust
Florida
$12.7K
WAM
720
WFA Asset Management
Wisconsin
$12.6K +$11.3K +600 New
SWM
721
Spire Wealth Management
Virginia
$12.2K +$548 +29 +5%
PFSC
722
Peoples Financial Services Corp
Pennsylvania
$12K
S
723
Sachetta
Massachusetts
$11.9K
LC
724
Lindbrook Capital
California
$11.6K +$3.21K +170 +45%
TC
725
Truvestments Capital
Florida
$11.2K

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.