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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
OIA
726
Optimum Investment Advisors
Illinois
$12K
HIA
727
Harbor Investment Advisory
Maryland
$10.8K
SWM
728
Spire Wealth Management
Virginia
$10.5K -$1.55K -82 -12%
GWS
729
Glassman Wealth Services
Virginia
$10.2K -$1.4K -74 -11%
EARNEST Partners
730
EARNEST Partners
Georgia
$9.89K
PFSC
731
Peoples Financial Services Corp
Pennsylvania
$9.8K
TC
732
Truvestments Capital
Florida
$9.17K
PB
733
Pinnacle Bancorp
Nebraska
$9.08K
CAC
734
Core Alternative Capital
Georgia
$8.84K
ME
735
McIlrath & Eck
Washington
$8.7K
BLC
736
Brown, Lisle/Cummings
Rhode Island
$8.6K
LWCFA
737
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8.49K
PFA
738
Pathway Financial Advisers
Indiana
$8.2K +$9.04K +477 New
TCOV
739
Trust Company of Vermont
Vermont
$8.07K -$1.89K -100 -18%
APC
740
Aspire Private Capital
North Carolina
$8.02K -$492 -26 -5%
GKIM
741
GW&K Investment Management
Massachusetts
$7K +$246 +13 +4%
PMFA
742
Plante Moran Financial Advisors
Michigan
$6.61K
PWA
743
Provenance Wealth Advisors
Florida
$6.55K +$7.22K +381 New
NFSG
744
Newbridge Financial Services Group
Florida
$5.96K +$76 +4 +1%
MCM
745
MV Capital Management
Maryland
$5.8K -$2.1K -111 -25%
WB
746
Webster Bank
Connecticut
$5.73K
AGWCA
747
Annis Gardner Whiting Capital Advisors
Florida
$5.64K +$5.83K +308 New
JWA
748
JFS Wealth Advisors
Pennsylvania
$5.59K +$1.27K +67 +26%
KC
749
Kenfarb & Co
Kentucky
$5.16K
LF
750
Lee Financial
Texas
$5.14K

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.