We are live on ! Find out more
RF icon

Regions Financial
RF

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: 812 → 795 (-17)

100% less funds holding in top 10

Funds holding in top 10: 4 → 0 (-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

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$124M
2
CI
Cincinnati Insurance
Ohio
+$67M
3
First Trust Advisors
First Trust Advisors
Illinois
+$60M
4
Invesco
Invesco
Georgia
+$38.4M
5
BlackRock
BlackRock
New York
+$33.9M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$286M
2
State Street
State Street
Massachusetts
-$155M
3
BG
Bahl & Gaynor
Ohio
-$62.2M
4
TIM
Thornburg Investment Management
New Mexico
-$59M
5
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
-$44.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
776
HighMark Wealth Management
Minnesota
$1.47K +$1.32K +70 New
GFPC
777
Global Financial Private Client
Florida
$1.46K +$1.34K +71 New
A
778
AlphaQuest
New York
$1.45K +$1.3K +69 New
MSG
779
Main Street Group
Virginia
$1.35K +$1.21K +64 New
PIM
780
Plato Investment Management
Australia
$1.14K – – –
FMTCOCP
781
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1K +$813 +43 New
VNA
782
Valley National Advisers
Pennsylvania
$1K +$1.14K +60 New
ECM
783
Everence Capital Management
Indiana
$923 – – –
CAM
784
ClariVest Asset Management
California
$807 – – –
NL
785
NVWM LLC
Pennsylvania
$786 +$700 +37 New
Kayne Anderson Rudnick Investment Management
786
Kayne Anderson Rudnick Investment Management
California
$568 – – –
TWP
787
TFO Wealth Partners
Ohio
$379 – – –
CJ
788
Caitlin John
Michigan
$362 -$76 -4 -19%
PCMC
789
Planning Capital Management Corporation
Pennsylvania
$337 +$303 +16 New
CPG
790
Cornerstone Planning Group
New Jersey
$278 +$265 +14 New
MCM
791
Manchester Capital Management
Vermont
$253 -$548 -29 -71%
MIM
792
Macroview Investment Management
Maryland
$253 – – –
VWA
793
Valued Wealth Advisors
Utah
$149 -$76 -4 -36%
FIA
794
FNY Investment Advisers
New York
$105 – – –
WA
795
WestEnd Advisors
North Carolina
$84 +$76 +4 New
DWM
796
Dogwood Wealth Management
Kansas
$2 – – –
SCM
797
Shapiro Capital Management
Georgia
– -$42.7M -2,203,828 Closed
AFWM
798
AMJ Financial Wealth Management
Virginia
– -$4.91M -253,112 Closed
FHC
799
Forest Hill Capital
Arkansas
– -$3.93M -202,815 Closed
QT
800
Quantbot Technologies
New York
– -$3.32M -171,197 Closed
30 31
32
33 34

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.