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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
GJIA
776
Glass Jacobson Investment Advisors
Maryland
$1.86K
TFM
777
TFC Financial Management
Massachusetts
$1.82K
NF
778
Norwood Financial
Pennsylvania
$1.72K
M
779
MOTCO
Texas
$1.6K
SIC
780
SJS Investment Consulting
Ohio
$1.55K +$76 +4 +5%
ECM
781
Everence Capital Management
Indiana
$1.36K +$360K +19,030 +32%
LCM
782
Logan Capital Management
Pennsylvania
$1.26K
T
783
TOBAM
France
$1K -$201K -10,595 -99%
NSIM
784
North Star Investment Management
Illinois
$894
TWP
785
TFO Wealth Partners
Ohio
$517 +$208 +11 +61%
Kayne Anderson Rudnick Investment Management
786
Kayne Anderson Rudnick Investment Management
California
$464
UFF
787
USA Financial Formulas
Michigan
$361
FGAM
788
Financial Gravity Asset Management
Texas
$249 -$19 -1 -6%
MIM
789
Macroview Investment Management
Maryland
$207 +$227 +12 New
GCS
790
Gordian Capital (Singapore)
Singapore
$17
RIP
791
Rhino Investment Partners
Pennsylvania
-$31.2M -1,753,397 Closed
MWM
792
Moran Wealth Management
Florida
-$20.3M -1,136,566 Closed
Walleye Capital
793
Walleye Capital
New York
-$20.5M -1,082,973 Closed
TI
794
Trexquant Investment
Connecticut
-$6.8M -381,844 Closed
Capital Fund Management (CFM)
795
Capital Fund Management (CFM)
France
-$5.06M -267,064 Closed
OIM
796
Opus Investment Management
Massachusetts
-$3.41M -191,441 Closed
IG
797
ING Group
Netherlands
-$2.39M -134,036 Closed
VIA
798
Vident Investment Advisory
Georgia
-$2.32M -130,107 Closed
Janney Montgomery Scott
799
Janney Montgomery Scott
Pennsylvania
-$2.03M -113,679 Closed
Two Sigma Advisers
800
Two Sigma Advisers
New York
-$1.91M -107,400 Closed

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.