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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
SOW
701
State of Wyoming
Wyoming
$135K +$11.6K +530 +10%
PS
702
Principal Securities
Iowa
$133K +$18.2K +831 +17%
Federated Hermes
703
Federated Hermes
Pennsylvania
$126K -$37K -1,691 -24%
JPWM
704
Jamison Private Wealth Management
Georgia
$122K +$306 +14 +0.3%
RFS
705
Richardson Financial Services
Massachusetts
$119K
HFM
706
Hartford Financial Management
Connecticut
$117K
PA
707
Parallel Advisors
California
$114K +$35.6K +1,631 +50%
PG
708
Proffitt & Goodson
Tennessee
$109K
CA
709
CoreCap Advisors
Michigan
$106K +$71.5K +3,272 +259%
CI Investments Inc
710
CI Investments Inc
Ontario, Canada
$101K -$6.16K -282 -6%
PCM
711
Penserra Capital Management
California
$101K +$1.2K +55 +1%
MG
712
Mather Group
Illinois
$93.2K +$8.5K +389 +11%
MPWT
713
MassMutual Private Wealth & Trust
Connecticut
$92.2K +$2.62K +120 +3%
CWC
714
Carolinas Wealth Consulting
North Carolina
$90.4K +$38K +1,741 +83%
CCA
715
Catalyst Capital Advisors
New York
$89.9K +$84.3K +3,855 New
WBC
716
Westpac Banking Corp
Australia
$88.7K
C
717
Covestor
United Kingdom
$88K -$17.8K -814 -18%
PFBT
718
Parkside Financial Bank & Trust
Missouri
$86.6K +$1.22K +56 +2%
VWM
719
Venturi Wealth Management
Texas
$86.5K +$65.3K +2,986 +414%
EB
720
Eastern Bank
Massachusetts
$81K +$75.8K +3,470 New
FFA
721
Farther Finance Advisors
California
$80.6K +$7.78K +356 +11%
SIS
722
Sound Income Strategies
Florida
$80.4K +$35K +1,602 +87%
AA
723
Alta Advisers
United Kingdom
$79.3K
IBOK
724
Independence Bank of Kentucky
Kentucky
$78.6K +$3.19K +146 +5%
Bank Julius Baer & Co
725
Bank Julius Baer & Co
Switzerland
$76K -$197 -9 -0.3%

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.