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Regions Financial

792 hedge funds and large institutions have $12.6B invested in Regions Financial in 2023 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 275 increasing their positions, 283 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 67

1% more funds holding

Funds holding: 786792 (+6)

0.5% more ownership

Funds ownership: 77.14%77.65% (+0.5%)

3% less capital invested

Capital invested by funds: $12.9B → $12.6B (-$344M)

3% less repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 283

11% less call options, than puts

Call options by funds: $78M | Put options by funds: $88M

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
792
Holders Change
+6
Holders Change %
+0.76%
% of All Funds
12.57%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
85
Increased
275
Reduced
283
Closed
67
Calls
$78M
Puts
$88M
Net Calls
-$9.93M
Net Calls Change
+$2.41M
Name Holding Trade Value Shares
Change
Change in
Stake
MG
826
Mather Group
Illinois
-$256K -14,356 Closed
LC
827
LCNB Corp
Ohio
-$253K -14,204 Closed
APWM
828
Argonautica Private Wealth Management
Massachusetts
-$242K -13,575 Closed
ICA
829
Infrastructure Capital Advisors
New York
-$241K -13,512 Closed
FCP
830
Fidelis Capital Partners
Florida
-$229K -12,840 Closed
LFAS
831
Level Four Advisory Services
Texas
-$217K -12,198 Closed
FTDI
832
First Trust Direct Indexing
Massachusetts
-$206K -11,563 Closed
CI
833
Cigna Investments
Connecticut
-$201K -11,268 Closed
BOH
834
Bank of Hawaii
Hawaii
-$194K -10,905 Closed
MCM
835
Mendel Capital Management
Arkansas
-$186K -10,450 Closed
KWA
836
Kingswood Wealth Advisors
California
-$184K -10,298 Closed
GIA
837
Gladstone Institutional Advisory
Florida
-$181K -10,157 Closed
AT
838
American Trust
Kentucky
-$180K -10,116 Closed
MIM
839
Marco Investment Management
Georgia
-$179K -10,034 Closed
AWM
840
Arista Wealth Management
Nevada
-$178K -10,000 Closed
HS
841
Horan Securities
United States
-$27.2K -1,524 Closed
IGWM
842
ICA Group Wealth Management
Colorado
-$26.1K -1,464 Closed
MCI
843
MRP Capital Investments
Georgia
-$24.9K -1,400 Closed
SSG
844
Summit Securities Group
New York
-$22K -1,227 Closed
CP
845
Castleview Partners
Texas
-$18.7K -1,050 Closed
HCA
846
Harbor Capital Advisors
Illinois
-$13.7K -768 Closed
TAIM
847
TD Ameritrade Investment Management
Nebraska
-$7K -378 Closed
SF
848
Safeguard Financial
Wisconsin
-$5K -331 Closed
SSB
849
Sandy Spring Bank
Maryland
-$5.67K -318 Closed
Loomis, Sayles & Company
850
Loomis, Sayles & Company
Massachusetts
-$5K -265 Closed

RF Hedge Fund Activity: Q3 2023 in Review

792 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q3 2023, worth a combined $12.6B — down 2.7% from $12.9B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new RF positions and 67 closed out — a net gain of 18 holders — while 275 added to existing stakes and 283 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $78.8M. The largest seller was Amundi, cutting an estimated $81.7M.

  • 792 institutional investors held Regions Financial (RF) as of Q3 2023, up from 786 in Q2 2023.
  • Funds reported $12.6B of Regions Financial stock for Q3 2023, down 2.7% quarter-over-quarter.
  • 85 funds opened new Regions Financial positions in Q3 2023 and 67 closed out, a net change of +18 holders.
  • The largest Regions Financial buyer in Q3 2023 was Wellington Management Group, an estimated $78.8M added.
  • The largest Regions Financial seller in Q3 2023 was Amundi, an estimated $81.7M sold.

Based on aggregated 13F filings for Q3 2023.