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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
IAA
851
Independent Advisor Alliance
North Carolina
$2.91K +$182K +8,387 +7%
ACA
852
Atlas Capital Advisors
Wyoming
$2.78K
JFA
853
JNBA Financial Advisors
Minnesota
$2.54K
SIC
854
SJS Investment Consulting
Ohio
$2.48K +$1.34K +62 +117%
GJIA
855
Glass Jacobson Investment Advisors
Maryland
$2.33K +$2.34K +108 New
TFM
856
TFC Financial Management
Massachusetts
$2.29K
AAG
857
Armstrong Advisory Group
Massachusetts
$2.29K +$2.3K +106 New
NF
858
Norwood Financial
Pennsylvania
$2.15K
FCG
859
Financial Connections Group
California
$2K
MPCL
860
My Personal CFO LLC
Washington
$1.88K +$1.89K +87 New
EBA
861
Eagle Bay Advisors
New York
$1.85K
CS
862
Comerica Securities
Michigan
$1.65K +$1.65K +76 New
DI
863
Disciplined Investments
Oklahoma
$1.62K -$260 -12 -14%
LCM
864
Logan Capital Management
Pennsylvania
$1.57K
WTC
865
WhitTier Trust Company
Nevada
$1.55K -$369 -17 -19%
ECM
866
Everence Capital Management
Indiana
$1.3K
RWPA
867
Richard W. Paul & Associates
Michigan
$1.16K +$1.17K +54 New
PO
868
Private Ocean
California
$1.06K +$1.06K +49 New
FMP
869
Financial Management Professionals
Texas
$1K -$8.52K -393 -92%
CAL
870
Capital Advisors Ltd
Ohio
$1K -$1.8K -83 -74%
CA
871
Centerpoint Advisors
Massachusetts
$1K
ST
872
Sageworth Trust
Pennsylvania
$1K +$1.13K +52 New
TCA
873
Trifecta Capital Advisors
Illinois
$927 +$932 +43 New
AA
874
Addison Advisors
Vermont
$733
TWP
875
TFO Wealth Partners
Ohio
$721 +$22 +1 New

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.