We are live on ! Find out more
RF icon

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
VAMG
851
Voisard Asset Management Group
Michigan
-$45.9K -2,369 Closed
SSG
852
Summit Securities Group
New York
-$33K -1,700 Closed
GWS
853
Glassman Wealth Services
Virginia
-$30.2K -1,559 Closed
EC
854
EdgeRock Capital
Colorado
-$24.3K -1,326 Closed
CG
855
Cutler Group
California
-$23.2K -1,229 Closed
AFS
856
Annapolis Financial Services
Maryland
-$19.4K -1,000 Closed
BCM
857
Bourgeon Capital Management
Connecticut
-$19.4K -1,000 Closed
LA
858
LM Advisors
California
-$19.4K -1,000 Closed
WTG
859
West Tower Group
Virginia
-$17.7K -913 Closed
GWSG
860
GPS Wealth Strategies Group
Colorado
-$15.3K -789 Closed
AP
861
Arlington Partners
Alabama
-$14.4K -741 Closed
PMAM
862
Picton Mahoney Asset Management
Ontario, Canada
-$12K -580 Closed
RIM
863
Rockbridge Investment Management
New York
-$10.3K -531 Closed
MHR
864
Matthew Hamilton Rosenberg
-$10K -517 Closed
PWA
865
Provenance Wealth Advisors
Florida
-$7.38K -381 Closed
WB
866
Webster Bank
Connecticut
-$6.45K -333 Closed
CIR
867
Clear Investment Research
Georgia
-$4.5K -232 Closed
LPP
868
Life Planning Partners
Florida
-$4.37K -226 Closed
VL
869
Vima LLC
Michigan
-$3.88K -200 Closed
CWM
870
CarsonAllaria Wealth Management
Illinois
-$2.81K -145 Closed
OP
871
ORG Partners
Indiana
-$2.58K -133 Closed
LIWM
872
Long Island Wealth Management
New York
-$2K -120 Closed
AWM
873
Able Wealth Management
New Jersey
-$2.19K -113 Closed
M
874
MOTCO
Texas
-$1.8K -93 Closed
CFB
875
Cullen/Frost Bankers
Texas
-$1.74K -90 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.