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Regions Financial

870 hedge funds and large institutions have $16.7B invested in Regions Financial in 2024 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 312 increasing their positions, 290 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 61

43% more call options, than puts

Call options by funds: $92.6M | Put options by funds: $64.7M

15% more capital invested

Capital invested by funds: $14.5B → $16.7B (+$2.12B)

6% more funds holding

Funds holding: 817870 (+53)

8% more repeat investments, than reductions

Existing positions increased: 312 | Existing positions reduced: 290

1.14% less ownership

Funds ownership: 79.24%78.1% (-1.1%)

Holders
870
Holders Change
+53
Holders Change %
+6.49%
% of All Funds
12.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
119
Increased
312
Reduced
290
Closed
61
Calls
$92.6M
Puts
$64.7M
Net Calls
+$27.9M
Net Calls Change
+$9.82M
Name Holding Trade Value Shares
Change
Change in
Stake
BLC
801
Brown, Lisle/Cummings
Rhode Island
$11.7K
CA
802
Crewe Advisors
Utah
$11.5K
CFO
803
CVA Family Office
Colorado
$11.4K +$5.7K +261 +114%
LWANC
804
Laurel Wealth Advisors (North Carolina)
North Carolina
$10K -$6.99K -320 -43%
PMFA
805
Plante Moran Financial Advisors
Michigan
$9.56K +$568 +26 +7%
ZB
806
Zions Bancorporation
Utah
$9.19K -$10.5K -480 -55%
RTL
807
Red Tortoise LLC
Georgia
$9.12K
M
808
MOTCO
Texas
$9.12K +$8.54K +391 New
APC
809
Aspire Private Capital
North Carolina
$8.98K
WFA
810
West Financial Advisors
Iowa
$8.61K +$8.06K +369 New
CHA
811
Carmichael Hill & Associates
Maryland
$8.4K +$7.87K +360 New
BWP
812
Baldwin Wealth Partners
Massachusetts
$7.85K +$7.28K +333 New
HIA
813
Harbor Investment Advisory
Maryland
$7.58K -$372 -17 -5%
WAM
814
WFA Asset Management
Wisconsin
$7K
MSFP
815
Mark Sheptoff Financial Planning
Connecticut
$7K +$6.56K +300 New
LOIP
816
Live Oak Investment Partners
Texas
$6.42K
PFA
817
Pathway Financial Advisers
Indiana
$6.3K -$4.81K -220 -45%
HPC
818
HM Payson & Co
Maine
$5.83K +$3.26K +149 +148%
OC
819
Oarsman Capital
Wisconsin
$5.76K +$5.4K +247 New
HNB
820
Hilltop National Bank
Wyoming
$5.55K +$5.2K +238 New
CSWM
821
Cassady Schiller Wealth Management
Ohio
$5.5K
JWA
822
JFS Wealth Advisors
Pennsylvania
$5.48K -$2.8K -128 -35%
RWM
823
Ruedi Wealth Management
Illinois
$5.27K -$437 -20 -8%
TFM
824
TFC Financial Management
Massachusetts
$4.97K -$109 -5 -2%
TCM
825
Tradewinds Capital Management
Washington
$4.67K

RF Hedge Fund Activity: Q3 2024 in Review

870 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q3 2024, worth a combined $16.7B — up 15% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new RF positions and 61 closed out — a net gain of 58 holders — while 312 added to existing stakes and 290 trimmed.

The largest buyer was State Street, adding an estimated $170M. The largest seller was Balyasny Asset Management, cutting an estimated $159M.

  • 870 institutional investors held Regions Financial (RF) as of Q3 2024, up from 817 in Q2 2024.
  • Funds reported $16.7B of Regions Financial stock for Q3 2024, up 15% quarter-over-quarter.
  • 119 funds opened new Regions Financial positions in Q3 2024 and 61 closed out, a net change of +58 holders.
  • The largest Regions Financial buyer in Q3 2024 was State Street, an estimated $170M added.
  • The largest Regions Financial seller in Q3 2024 was Balyasny Asset Management, an estimated $159M sold.

Based on aggregated 13F filings for Q3 2024.