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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
PB
726
Pinnacle Bancorp
Nebraska
$11.1K
QL
727
Quarry LP
New York
$10.9K -$2.35K -124 -19%
ME
728
McIlrath & Eck
Washington
$10.6K
BLC
729
Brown, Lisle/Cummings
Rhode Island
$10.5K
CA
730
Crewe Advisors
Utah
$10.4K +$9.3K +492 New
PFA
731
Pathway Financial Advisers
Indiana
$10.2K +$57 +3 +0.6%
TCOV
732
Trust Company of Vermont
Vermont
$9.87K
MAM
733
Meeder Asset Management
Ohio
$9.53K +$8.57K +453 New
GA
734
GoalVest Advisory
New York
$9.26K +$4.92K +260 +144%
PP
735
Pingora Partners
Wyoming
$9.05K +$8.13K +430 New
GKIM
736
GW&K Investment Management
Massachusetts
$9K -$1.14K -60 -12%
JWA
737
JFS Wealth Advisors
Pennsylvania
$8.37K +$1.36K +72 +22%
RTL
738
Red Tortoise LLC
Georgia
$8.23K
APC
739
Aspire Private Capital
North Carolina
$8.1K
PMFA
740
Plante Moran Financial Advisors
Michigan
$8.08K
CWP
741
Concord Wealth Partners
Virginia
$7.53K -$15K -793 -69%
AGWCA
742
Annis Gardner Whiting Capital Advisors
Florida
$6.55K
BAM
743
Byrne Asset Management
New Jersey
$5.26K -$567 -30 -11%
WTC
744
WhitTier Trust Company
Nevada
$4.98K -$16.9K -895 -79%
CSWM
745
Cassady Schiller Wealth Management
Ohio
$4.96K
TFM
746
TFC Financial Management
Massachusetts
$4.4K +$1.17K +62 +42%
RWM
747
Ruedi Wealth Management
Illinois
$4.33K
CPG
748
Custom Portfolio Group
Colorado
$4.26K
TCM
749
Tradewinds Capital Management
Washington
$4.21K +$3.78K +200 New
BF
750
BOK Financial
Oklahoma
$4.15K -$340 -18 -8%

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.