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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 %
BHWM
776
Beaird Harris Wealth Management
Texas
$2.4K +$2.4K +124 New
JFA
777
JNBA Financial Advisors
Minnesota
$2.29K
AWM
778
Able Wealth Management
New Jersey
$2.19K +$2.19K +113 New
GJIA
779
Glass Jacobson Investment Advisors
Maryland
$2.09K
FCG
780
Financial Connections Group
California
$2K
LIWM
781
Long Island Wealth Management
New York
$2K +$2K +120 New
NF
782
Norwood Financial
Pennsylvania
$1.94K
M
783
MOTCO
Texas
$1.8K
CFB
784
Cullen/Frost Bankers
Texas
$1.74K +$1.74K +90 New
CFO
785
CVA Family Office
Colorado
$1.55K +$1.55K +80 New
DF
786
Dunhill Financial
United Kingdom
$1.43K +$1.43K +74 New
CAS
787
Coppell Advisory Solutions
Texas
$1.34K -$42.8K -2,210 -97%
FBC
788
Fairfield, Bush & Co
Connecticut
$1.16K +$1.16K +60 New
PIM
789
Plato Investment Management
Australia
$1.05K +$1.05K +54 New
BWM
790
BKM Wealth Management
Wisconsin
$1.01K +$1.01K +52 New
AW
791
Avion Wealth
Texas
$1K -$676 -23 -40%
Lazard Asset Management
792
Lazard Asset Management
New York
$1K
MCM
793
Manchester Capital Management
Vermont
$795 +$795 +41 New
CAM
794
ClariVest Asset Management
California
$762 +$762 +39 New
LCM
795
Logan Capital Management
Pennsylvania
$698 -$717 -37 -51%
FGAM
796
Financial Gravity Asset Management
Texas
$586 +$293 +17 +100%
Kayne Anderson Rudnick Investment Management
797
Kayne Anderson Rudnick Investment Management
California
$523
SIC
798
SJS Investment Consulting
Ohio
$485 -$1.26K -65 -72%
CJ
799
Caitlin John
Michigan
$413 +$413 +21 New
TWP
800
TFO Wealth Partners
Ohio
$349 -$213 -11 -38%