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Regions Financial
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Overview Fund Activity

781 hedge funds and large institutions have $12.9B invested in Regions Financial in 2023 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 241 increasing their positions, 331 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
781
Holders Change
-40
Holders Change %
-4.87%
% of All Funds
12.32%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
70
Increased
241
Reduced
331
Closed
105
Calls
$107M
Puts
$119M
Net Calls
-$12.3M
Net Calls Change
-$10.2M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$885M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$398M
3
Citadel Advisors
Citadel Advisors
Florida
$73.3M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$138M
5
EIP
Epoch Investment Partners
New York
$56.8M

Top Sellers

1
Millennium Management
Millennium Management
New York
$6.54M
2
Ameriprise
Ameriprise
Minnesota
$98M
3
Morgan Stanley
Morgan Stanley
New York
$280M
4
PAM
Panagora Asset Management
Massachusetts
$33.2M
5
Victory Capital Management
Victory Capital Management
Texas
$76.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GKIM
726
GW&K Investment Management
Massachusetts
$7K +$7K +369 New
PMFA
727
Plante Moran Financial Advisors
Michigan
$6.84K – – –
NFSG
728
Newbridge Financial Services Group
Florida
$6.11K +$71 +4 +1%
WB
729
Webster Bank
Connecticut
$5.93K – – –
KTC
730
Kistler-Tiffany Companies
Pennsylvania
$5.85K – – –
SSB
731
Sandy Spring Bank
Maryland
$5.67K +$5.67K +318 New
KC
732
Kenfarb & Co
Kentucky
$5.34K – – –
LF
733
Lee Financial
Texas
$5.3K +$3.65K +203 +221%
Loomis, Sayles & Company
734
Loomis, Sayles & Company
Massachusetts
$5K -$22K -1,166 -81%
BAM
735
Byrne Asset Management
New Jersey
$5K +$5K +280 New
SF
736
Safeguard Financial
Wisconsin
$5K +$5K +331 New
LOIP
737
Live Oak Investment Partners
Texas
$4.9K -$5.1K – –
JWA
738
JFS Wealth Advisors
Pennsylvania
$4.6K +$1.98K +111 +76%
CSWM
739
Cassady Schiller Wealth Management
Ohio
$4.21K – – –
CA
740
Crewe Advisors
Utah
$4.15K -$61K -3,420 -94%
RWM
741
Ruedi Wealth Management
Illinois
$3.67K – – –
HCM
742
Hollencrest Capital Management
California
$3.48K – – –
CNBTD
743
Citizens National Bank Trust Department
Mississippi
$3.42K – – –
AWM
744
Abound Wealth Management
Tennessee
$3.4K +$214 +12 +7%
CCA
745
Column Capital Advisors
Indiana
$3.33K -$5.1K -286 -60%
BWA
746
BDO Wealth Advisors
Florida
$3.28K – – –
OSNBOA
747
Old Second National Bank of Aurora
Illinois
$3.24K – – –
CMP
748
Coston McIsaac & Partners
Maine
$3K – – –
TWM
749
Tradition Wealth Management
Minnesota
$3K +$3K +164 New
BWM
750
Baystate Wealth Management
Massachusetts
$2.81K +$36 +2 +1%
28 29
30
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