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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
HCM
751
Hollencrest Capital Management
California
$4.1K
CAL
752
Capital Advisors Ltd
Ohio
$4K +$605 +32 +21%
FIM
753
FWL Investment Management
Texas
$3.89K +$3.5K +185 New
OSNBOA
754
Old Second National Bank of Aurora
Illinois
$3.83K
AWM
755
Abound Wealth Management
Tennessee
$3.77K
FRA
756
Frank Rimerman Advisors
California
$3.7K
FGAM
757
Financial Gravity Asset Management
Texas
$3.59K +$2.55K +135 +397%
RS
758
Rakuten Securities
Japan
$3.18K +$2.82K +149 +7,450%
CMP
759
Coston McIsaac & Partners
Maine
$3K
FCG
760
Financial Connections Group
California
$3K
ACA
761
Atlas Capital Advisors
Wyoming
$2.71K
BHWM
762
Beaird Harris Wealth Management
Texas
$2.61K
JFA
763
JNBA Financial Advisors
Minnesota
$2.48K
GJIA
764
Glass Jacobson Investment Advisors
Maryland
$2.27K
CAM
765
Chesapeake Asset Management
New York
$2.27K -$62K -3,280 -97%
WCM
766
Westend Capital Management
California
$2.19K +$1.97K +104 New
HPC
767
HM Payson & Co
Maine
$2.13K +$1.91K +101 New
LSA
768
Leonteq Securities AG
Switzerland
$2.13K -$2.53K -134 -57%
NF
769
Norwood Financial
Pennsylvania
$2.1K
AW
770
Avion Wealth
Texas
$2K +$1.04K +55 +162%
SIC
771
SJS Investment Consulting
Ohio
$1.98K +$1.3K +69 +276%
DF
772
Dunhill Financial
United Kingdom
$1.76K +$170 +9 +12%
CFO
773
CVA Family Office
Colorado
$1.68K
RCM
774
Raleigh Capital Management
North Carolina
$1.58K -$2.25K -119 -61%
CT
775
Caldwell Trust
Florida
$1.49K +$1.34K +71 New

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.