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

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$6.54M
2
Ameriprise
2
Ameriprise
Minnesota
$98M
3
Morgan Stanley
3
Morgan Stanley
New York
$280M
4
PAM
4
Panagora Asset Management
Massachusetts
$33.2M
5
Victory Capital Management
5
Victory Capital Management
Texas
$76.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
751
Cowen Prime Advisors
New York
$2.69K – – –
OP
752
ORG Partners
Indiana
$2.44K +$2.44K +133 New
ACA
753
Atlas Capital Advisors
Wyoming
$2.3K – – –
JFA
754
JNBA Financial Advisors
Minnesota
$2.1K – – –
FCG
755
Financial Connections Group
California
$2K – – –
VNA
756
Valley National Advisers
Pennsylvania
$2K +$2K +80 New
GJIA
757
Glass Jacobson Investment Advisors
Maryland
$1.93K +$1.93K +108 New
TFM
758
TFC Financial Management
Massachusetts
$1.89K -$18 -1 -0.9%
HPC
759
HM Payson & Co
Maine
$1.78K – – –
NF
760
Norwood Financial
Pennsylvania
$1.78K – – –
M
761
MOTCO
Texas
$1.66K +$1.66K +93 New
SIC
762
SJS Investment Consulting
Ohio
$1.53K -$517 -29 -25%
DI
763
Disciplined Investments
Oklahoma
$1.39K -$374 -21 -21%
LCM
764
Logan Capital Management
Pennsylvania
$1.3K – – –
CAS
765
Coppell Advisory Solutions
Texas
$1.22K +$1.22K +69 New
RWPA
766
Richard W. Paul & Associates
Michigan
$1.12K +$178 +10 +19%
FBC
767
Fairfield, Bush & Co
Connecticut
$1.07K +$1.07K +60 New
WP
768
WealthPLAN Partners
Nebraska
$1.02K -$1.85K -104 -65%
NSIM
769
North Star Investment Management
Illinois
$927 -$4.26K -239 -82%
Kayne Anderson Rudnick Investment Management
770
Kayne Anderson Rudnick Investment Management
California
$481 – – –
VWM
771
Venturi Wealth Management
Texas
$428 +$428 +24 New
UFF
772
USA Financial Formulas
Michigan
$374 – – –
TWP
773
TFO Wealth Partners
Ohio
$321 – – –
FCB
774
First Command Bank
Texas
$232 +$232 +13 New
FCFS
775
First Command Financial Services
Texas
$232 +$232 +13 New
29 30
31
32 33