We are live on ! Find out more
RF icon

Regions Financial
RF

817 hedge funds and large institutions have $14.5B invested in Regions Financial in 2024 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 313 increasing their positions, 267 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 61

32% more call options, than puts

Call options by funds: $74.8M | Put options by funds: $56.7M

17% more repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 267

3% more funds holding

Funds holding: 795 → 817 (+22)

0.1% more ownership

Funds ownership: 79.15% → 79.24% (+0.1%)

5% less capital invested

Capital invested by funds: $15.3B → $14.5B (-$743M)

Holders
817
Holders Change
+22
Holders Change %
+2.77%
% of All Funds
11.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
95
Increased
313
Reduced
267
Closed
61
Calls
$74.8M
Puts
$56.7M
Net Calls
+$18.1M
Net Calls Change
-$4.35M

Top Buyers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$128M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$36.8M
3
Wells Fargo
Wells Fargo
California
+$30.2M
4
Millennium Management
Millennium Management
New York
+$27.4M
5
UBS AM
UBS AM
Illinois
+$24.2M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$85.3M
2
BlackRock
BlackRock
New York
-$60.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$54.9M
4
TIM
Thornburg Investment Management
New Mexico
-$44.6M
5
Barclays
Barclays
United Kingdom
-$43.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
776
Hollencrest Capital Management
California
$3.91K – – –
RCM
777
Raleigh Capital Management
North Carolina
$3.85K +$2.27K +117 +156%
OSNBOA
778
Old Second National Bank of Aurora
Illinois
$3.65K – – –
AWM
779
Abound Wealth Management
Tennessee
$3.59K – – –
CCC
780
Chelsea Counsel Company
California
$3.45K +$3.3K +170 New
VWM
781
Valley Wealth Managers
New Jersey
$3.01K +$2.91K +150 New
CAL
782
Capital Advisors Ltd
Ohio
$3K -$388 -20 -11%
CMP
783
Coston McIsaac & Partners
Maine
$3K – – –
OP
784
ORG Partners
Indiana
$2.65K +$2.58K +133 New
ACA
785
Atlas Capital Advisors
Wyoming
$2.58K – – –
BHWM
786
Beaird Harris Wealth Management
Texas
$2.48K – – –
GJIA
787
Glass Jacobson Investment Advisors
Maryland
$2.17K – – –
HI
788
Hoey Investments
Pennsylvania
$2.13K +$2.06K +106 New
HPC
789
HM Payson & Co
Maine
$2.02K – – –
FCG
790
Financial Connections Group
California
$2K – – –
AW
791
Avion Wealth
Texas
$2K +$1.01K +52 +58%
SIC
792
SJS Investment Consulting
Ohio
$1.88K – – –
DF
793
Dunhill Financial
United Kingdom
$1.71K +$39 +2 +2%
AWM
794
Avior Wealth Management
Nebraska
$1.6K -$17.9K -922 -92%
CT
795
Caldwell Trust
Florida
$1.42K – – –
CAS
796
Coppell Advisory Solutions
Texas
$1.38K +$1.34K +69 New
ANBT
797
American National Bank & Trust
Texas
$1.2K +$1.16K +60 New
CFB
798
Cullen/Frost Bankers
Texas
$1.1K +$1.07K +55 New
PIM
799
Plato Investment Management
Australia
$1.08K – – –
VNA
800
Valley National Advisers
Pennsylvania
$1K – – –
30 31
32
33 34

RF Hedge Fund Activity: Q2 2024 in Review

817 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q2 2024, worth a combined $14.5B — down 4.9% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new RF positions and 61 closed out — a net gain of 34 holders — while 313 added to existing stakes and 267 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $128M. The largest seller was Wellington Management Group, cutting an estimated $85.3M.

  • 817 institutional investors held Regions Financial (RF) as of Q2 2024, up from 795 in Q1 2024.
  • Funds reported $14.5B of Regions Financial stock for Q2 2024, down 4.9% quarter-over-quarter.
  • 95 funds opened new Regions Financial positions in Q2 2024 and 61 closed out, a net change of +34 holders.
  • The largest Regions Financial buyer in Q2 2024 was Balyasny Asset Management, an estimated $128M added.
  • The largest Regions Financial seller in Q2 2024 was Wellington Management Group, an estimated $85.3M sold.

Based on aggregated 13F filings for Q2 2024.