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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
AWS
826
Atria Wealth Solutions
New York
-$388K -19,769 Closed
Group One Trading
827
Group One Trading
Illinois
-$364K -19,244 Closed
NW
828
NewEdge Wealth
Pennsylvania
-$345K -17,810 Closed
VAS
829
Vestmark Advisory Solutions
Massachusetts
-$342K -17,671 Closed
WS
830
Wedbush Securities
California
-$338K -17,421 Closed
DS
831
DRW Securities
Illinois
-$326K -16,805 Closed
ET
832
Entropy Technologies
New York
-$299K -15,411 Closed
MPI
833
Mairs & Power Inc
Minnesota
-$291K -15,000 Closed
AM
834
AGF Management
Ontario, Canada
-$246K -12,712 Closed
SG
835
StoneX Group
New York
-$247K -12,648 Closed
OAM
836
Oppenheimer Asset Management
New York
-$244K -12,607 Closed
WSTAM
837
Wilbanks Smith & Thomas Asset Management
Virginia
-$230K -11,863 Closed
Belvedere Trading
838
Belvedere Trading
Illinois
-$229K -11,838 Closed
EW
839
Element Wealth
Mississippi
-$228K -11,741 Closed
SSA
840
Schonfeld Strategic Advisors
New York
-$217K -11,221 Closed
MWM
841
Modera Wealth Management
New Jersey
-$214K -11,030 Closed
SEEDPG
842
S.E.E.D. Planning Group
New York
-$213K -11,000 Closed
GL
843
Graypoint LLC
New York
-$203K -10,449 Closed
AWM
844
Arista Wealth Management
Nevada
-$194K -10,000 Closed
DJSG
845
D.J. St. Germain
Massachusetts
-$179K -9,230 Closed
PS
846
Planned Solutions
California
-$172K -8,884 Closed
SN
847
Sittner & Nelson
Oregon
-$95.9K -4,950 Closed
KIG
848
Kessler Investment Group
Indiana
-$71.2K -3,672 Closed
DAC
849
Dividend Assets Capital
South Carolina
-$69K -3,545 Closed
TVAMP
850
Tennessee Valley Asset Management Partners
Tennessee
-$63.5K -3,276 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.