We are live on ! Find out more
RF icon

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
CMBA
726
C.M. Bidwell & Associates
Hawaii
$88.6K +$89.1K +4,110 New
HWA
727
HHM Wealth Advisors
Tennessee
$88.4K +$10.8K +500 +14%
HCM
728
Highlander Capital Management
New Jersey
$86K
WT
729
Whittier Trust
California
$82.4K -$1.08K -50 -1%
TPCW
730
TD Private Client Wealth
New York
$82.2K +$3.32K +153 +4%
MPWT
731
MassMutual Private Wealth & Trust
Connecticut
$78K -$1.43K -66 -2%
CFGS
732
Concourse Financial Group Securities
Alabama
$76K -$6.72K -310 -8%
DAC
733
Dividend Assets Capital
South Carolina
$76K
AA
734
Alta Advisers
United Kingdom
$73K
DSC
735
Duncker Streett & Co
Missouri
$71.4K
CP
736
Castleview Partners
Texas
$70.7K
PFBT
737
Parkside Financial Bank & Trust
Missouri
$69.5K +$16.6K +765 +31%
PCM
738
Perritt Capital Management
Illinois
$67.7K +$68.1K +3,139 New
GWM
739
Geneos Wealth Management
Colorado
$64.7K -$6.5K -300 -9%
FWM
740
Focused Wealth Management
New York
$64.7K +$65K +3,000 New
FIA
741
FNY Investment Advisers
New York
$64K +$65K +3,000 New
PMEF
742
Point72 Middle East FZE
United Arab Emirates
$62.4K +$62.8K +2,896 New
C
743
Covestor
United Kingdom
$59K -$39.6K -1,826 -40%
CI Investments Inc
744
CI Investments Inc
Ontario, Canada
$57K +$29.9K +1,381 +111%
DZ Bank
745
DZ Bank
Germany
$55K
LFG
746
Larson Financial Group
Missouri
$54.1K +$51K +2,352 +1,508%
CWC
747
Carolinas Wealth Consulting
North Carolina
$53.3K
IGWM
748
ICA Group Wealth Management
Colorado
$53.1K +$53.4K +2,464 New
HCP
749
Hexagon Capital Partners
Arkansas
$52.4K -$46.9K -2,164 -47%
CFO
750
CVA Family Office
Colorado
$49.7K -$2.6K -120 -5%

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.