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Regions Financial
RF

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: 817 → 870 (+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

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$170M
2
Amundi
Amundi
France
+$97.6M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$31.8M
4
Citadel Advisors
Citadel Advisors
Florida
+$27.3M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
+$22.2M

Top Sellers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$159M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$137M
3
BlackRock
BlackRock
New York
-$79.5M
4
JP Morgan Chase
JP Morgan Chase
New York
-$70M
5
Millennium Management
Millennium Management
New York
-$52.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
826
Hollencrest Capital Management
California
$4.55K – – –
IAIM
827
International Assets Investment Management
Florida
$4.24K +$2.06M +94,363 +2,128%
AWM
828
Abound Wealth Management
Tennessee
$4.18K – – –
CPA
829
Capital Performance Advisors
California
$4.08K +$3.83K +175 New
CCC
830
Chelsea Counsel Company
California
$4.01K – – –
CAL
831
Capital Advisors Ltd
Ohio
$4K – – –
FFO
832
Fortitude Family Office
Arizona
$3.92K +$3.67K +168 New
VWM
833
Valley Wealth Managers
New Jersey
$3.5K – – –
RWM
834
Reston Wealth Management
Virginia
$3.13K +$2.93K +134 New
OP
835
ORG Partners
Indiana
$3.1K – – –
BF
836
BOK Financial
Oklahoma
$3.03K -$1.46K -67 -33%
ACA
837
Atlas Capital Advisors
Wyoming
$3.01K – – –
AW
838
Avion Wealth
Texas
$3K – – –
FCG
839
Financial Connections Group
California
$3K – – –
RCM
840
Raleigh Capital Management
North Carolina
$2.96K -$1.42K -65 -34%
BHWM
841
Beaird Harris Wealth Management
Texas
$2.89K – – –
PFG
842
Peterson Financial Group
Iowa
$2.78K +$2.6K +119 New
GJIA
843
Glass Jacobson Investment Advisors
Maryland
$2.52K – – –
SIC
844
SJS Investment Consulting
Ohio
$2.19K – – –
AFWM
845
Abich Financial Wealth Management
Virginia
$2.17K -$130K -5,951 -98%
HI
846
Hoey Investments
Pennsylvania
$2.13K – – –
DF
847
Dunhill Financial
United Kingdom
$2.02K +$44 +2 +2%
TFA
848
Transamerica Financial Advisors
Florida
$2K -$100K -4,596 -99%
AWM
849
Avior Wealth Management
Nebraska
$1.87K – – –
CT
850
Caldwell Trust
Florida
$1.66K – – –
32 33
34
35 36

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.