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Regions Financial

806 hedge funds and large institutions have $14.4B invested in Regions Financial in 2023 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 278 increasing their positions, 276 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
806
Holders Change
+20
Holders Change %
+2.54%
% of All Funds
11.82%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
111
Increased
278
Reduced
276
Closed
80
Calls
$100M
Puts
$80.3M
Net Calls
+$19.7M
Net Calls Change
+$29.7M
Name Holding Trade Value Shares
Change
Shares
Change %
JWA
751
JFS Wealth Advisors
Pennsylvania
$6.32K +$19 +1 +0.3%
AGWCA
752
Annis Gardner Whiting Capital Advisors
Florida
$6.04K
BAM
753
Byrne Asset Management
New Jersey
$5.47K +$782 +40 +17%
LOIP
754
Live Oak Investment Partners
Texas
$5.33K -$4.73K
CSWM
755
Cassady Schiller Wealth Management
Ohio
$4.57K
CIR
756
Clear Investment Research
Georgia
$4.5K +$4.5K +232 New
LPP
757
Life Planning Partners
Florida
$4.37K +$4.37K +226 New
BF
758
BOK Financial
Oklahoma
$4.26K +$349 +18 +9%
RWM
759
Ruedi Wealth Management
Illinois
$3.99K
CPG
760
Custom Portfolio Group
Colorado
$3.92K +$3.92K +200 New
VL
761
Vima LLC
Michigan
$3.88K +$3.88K +200 New
HCM
762
Hollencrest Capital Management
California
$3.78K
RCM
763
Raleigh Capital Management
North Carolina
$3.75K +$3.75K +194 New
OSNBOA
764
Old Second National Bank of Aurora
Illinois
$3.53K
GA
765
GoalVest Advisory
New York
$3.49K +$3.49K +180 New
AWM
766
Abound Wealth Management
Tennessee
$3.47K -$426 -22 -11%
FRA
767
Frank Rimerman Advisors
California
$3.41K +$3.41K +176 New
SL
768
Salomon & Ludwin
Virginia
$3.32K
BWM
769
Baystate Wealth Management
Massachusetts
$3.13K +$39 +2 +1%
CMP
770
Coston McIsaac & Partners
Maine
$3K
CAL
771
Capital Advisors Ltd
Ohio
$3K +$2.46K +127 +454%
TFM
772
TFC Financial Management
Massachusetts
$2.85K +$795 +41 +39%
CWM
773
CarsonAllaria Wealth Management
Illinois
$2.81K +$2.81K +145 New
OP
774
ORG Partners
Indiana
$2.58K
ACA
775
Atlas Capital Advisors
Wyoming
$2.5K