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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
N
801
Numerai
California
-$3.18M -164,162 Closed
RHCA
802
Rosenthal Henry Capital Advisors
Indiana
-$3.13M -161,305 Closed
MMA
803
Mizuho Markets Americas
New York
-$2.97M -153,136 Closed
BMCM
804
Black Maple Capital Management
Wisconsin
-$2.62M -135,300 Closed
SAM
805
Smithbridge Asset Management
Pennsylvania
-$2.34M -120,719 Closed
CANY
806
Caxton Associates (New York)
New York
-$2.23M -115,316 Closed
ARC
807
Advisor Resource Council
Texas
-$1.94M -100,326 Closed
CAI
808
Capital Advisors Inc
Oklahoma
-$1.94M -100,100 Closed
EMPI
809
Elo Mutual Pension Insurance
Finland
-$1.59M -81,926 Closed
Nomura Holdings
810
Nomura Holdings
Japan
-$1.29M -66,496 Closed
SGA
811
Strategic Global Advisors
California
-$1.09M -56,336 Closed
CCIA
812
Campbell & Co Investment Adviser
Maryland
-$1.06M -54,494 Closed
EGM
813
Engineers Gate Manager
New York
-$965K -49,772 Closed
VI
814
Versor Investments
New York
-$950K -49,000 Closed
Impax Asset Management Group
815
Impax Asset Management Group
United Kingdom
-$802K -41,365 Closed
GS
816
GTS Securities
New York
-$772K -40,829 Closed
CIM
817
Contravisory Investment Management
Massachusetts
-$771K -39,800 Closed
ECM
818
ExodusPoint Capital Management
New York
-$665K -34,323 Closed
LWM
819
LJI Wealth Management
Indiana
-$575K -29,667 Closed
CIAS
820
Capital Investment Advisory Services
North Carolina
-$530K -27,353 Closed
IWA
821
Icon Wealth Advisors
Texas
-$499K -25,754 Closed
SAG
822
SageView Advisory Group
California
-$498K -25,553 Closed
FI
823
FJ Investments
Utah
-$473K -24,400 Closed
MWM
824
Meridian Wealth Management
Kentucky
-$443K -22,874 Closed
FA
825
FDx Advisors
Illinois
-$421K -21,712 Closed

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.