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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
MHR
751
Matthew Hamilton Rosenberg
$4.83K -$4.64K -245 -47%
LOIP
752
Live Oak Investment Partners
Texas
$4.73K
PP
753
Paloma Partners
Connecticut
$4.21K +$4.64K +245 New
CSWM
754
Cassady Schiller Wealth Management
Ohio
$4.06K
CA
755
Crewe Advisors
Utah
$4.01K
BAM
756
Byrne Asset Management
New Jersey
$4K -$758 -40 -14%
RWM
757
Ruedi Wealth Management
Illinois
$3.54K
AWM
758
Abound Wealth Management
Tennessee
$3.46K +$189 +10 +5%
BWP
759
Baldwin Wealth Partners
Massachusetts
$3.44K +$3.79K +200 New
HCM
760
Hollencrest Capital Management
California
$3.35K
CCP
761
Carmel Capital Partners
California
$3.32K +$3.66K +193 New
SL
762
Salomon & Ludwin
Virginia
$3.32K +$3.66K +193 New
OSNBOA
763
Old Second National Bank of Aurora
Illinois
$3.13K
CMP
764
Coston McIsaac & Partners
Maine
$3K
TWM
765
Tradition Wealth Management
Minnesota
$3K
VNA
766
Valley National Advisers
Pennsylvania
$3K +$1.33K +70 +88%
BF
767
BOK Financial
Oklahoma
$2.94K -$7.82K -413 -67%
CCA
768
Column Capital Advisors
Indiana
$2.75K -$511 -27 -14%
BWM
769
Baystate Wealth Management
Massachusetts
$2.74K +$38 +2 +1%
CT
770
Caldwell Trust
Florida
$2.63K
TFA
771
Toth Financial Advisory
Virginia
$2.32K +$2.56K +135 New
OP
772
ORG Partners
Indiana
$2.29K
ACA
773
Atlas Capital Advisors
Wyoming
$2.22K
JFA
774
JNBA Financial Advisors
Minnesota
$2.03K
FCG
775
Financial Connections Group
California
$2K

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.