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Regions Financial

881 hedge funds and large institutions have $15B invested in Regions Financial in 2022 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 319 increasing their positions, 267 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 81

39% more call options, than puts

Call options by funds: $80.2M | Put options by funds: $57.8M

19% more repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 267

8% more capital invested

Capital invested by funds: $13.9B → $15B (+$1.13B)

5% more funds holding

Funds holding: 837881 (+44)

1.46% more ownership

Funds ownership: 74.36%75.81% (+1.5%)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
881
Holders Change
+44
Holders Change %
+5.26%
% of All Funds
14.16%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
140
Increased
319
Reduced
267
Closed
81
Calls
$80.2M
Puts
$57.8M
Net Calls
+$22.4M
Net Calls Change
-$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
KC
826
Kenfarb & Co
Kentucky
$6.46K
TWC
827
TD Waterhouse Canada
Ontario, Canada
$6.44K
NSIM
828
North Star Investment Management
Illinois
$6.27K +$1.13K +52 +22%
LF
829
Lee Financial
Texas
$6.23K -$6.29K -290 -50%
WTA
830
Washington Trust Advisors
Massachusetts
$6.17K
ZIG
831
Zullo Investment Group
Pennsylvania
$6.13K +$22 +1 +0.4%
BHWM
832
Beaird Harris Wealth Management
Texas
$6.1K +$6.14K +283 New
LOIP
833
Live Oak Investment Partners
Texas
$5.93K
PWS
834
Paragon Wealth Strategies
Florida
$5.53K +$65 +3 +1%
HPC
835
HM Payson & Co
Maine
$5.52K +$3.38K +156 +156%
VWM
836
Valley Wealth Managers
New Jersey
$5.26K
SC
837
Schubert & Co
Texas
$5.09K -$759 -35 -13%
CSWM
838
Cassady Schiller Wealth Management
Ohio
$5.09K +$5.12K +236 New
PFA
839
Pathway Financial Advisers
Indiana
$4.74K +$4.77K +220 New
TCOV
840
Trust Company of Vermont
Vermont
$4.44K
RWM
841
Ruedi Wealth Management
Illinois
$4.44K +$4.47K +206 New
HCM
842
Hollencrest Capital Management
California
$4.2K +$4.23K +195 New
CNBTD
843
Citizens National Bank Trust Department
Mississippi
$4K
BWA
844
BDO Wealth Advisors
Florida
$3.97K -$19.8K -911 -83%
OSNBOA
845
Old Second National Bank of Aurora
Illinois
$3.92K
AWM
846
Abound Wealth Management
Tennessee
$3.86K +$3.88K +179 New
AWM
847
Accel Wealth Management
Iowa
$3.21K
SC
848
Sierra Capital
Florida
$3K
BWM
849
Baystate Wealth Management
Massachusetts
$3K +$43 +2 +1%
JWM
850
Janiczek Wealth Management
Colorado
$2.97K +$304 +14 +12%

RF Hedge Fund Activity: Q4 2022 in Review

881 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q4 2022, worth a combined $15B — up 8.2% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new RF positions and 81 closed out — a net gain of 59 holders — while 319 added to existing stakes and 267 trimmed.

The largest buyer was Amundi, adding an estimated $73.7M. The largest seller was Janus Henderson Group, cutting an estimated $41M.

  • 881 institutional investors held Regions Financial (RF) as of Q4 2022, up from 837 in Q3 2022.
  • Funds reported $15B of Regions Financial stock for Q4 2022, up 8.2% quarter-over-quarter.
  • 140 funds opened new Regions Financial positions in Q4 2022 and 81 closed out, a net change of +59 holders.
  • The largest Regions Financial buyer in Q4 2022 was Amundi, an estimated $73.7M added.
  • The largest Regions Financial seller in Q4 2022 was Janus Henderson Group, an estimated $41M sold.

Based on aggregated 13F filings for Q4 2022.