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Regions Financial
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Overview Fund Activity

821 hedge funds and large institutions have $13.1B invested in Regions Financial in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 302 increasing their positions, 297 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
821
Holders Change
-58
Holders Change %
-6.6%
% of All Funds
13.14%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
71
Increased
302
Reduced
297
Closed
116
Calls
$115M
Puts
$117M
Net Calls
-$2.19M
Net Calls Change
-$24.6M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$626M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$157M
3
Amundi
Amundi
France
$274M
4
Vanguard Group
Vanguard Group
Pennsylvania
$2.07B
5
RIP
Rhino Investment Partners
Pennsylvania
$30.2M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$27.8M
2
Neuberger Berman Group
Neuberger Berman Group
New York
$3.06M
3
American Century Companies
American Century Companies
Missouri
$31.6M
4
Nordea Investment Management
Nordea Investment Management
Sweden
$18.9M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
901
Kingsview Wealth Management
Oregon
– -$204K -9,454 Closed
NC
902
NinePointTwo Capital
California
– -$203K -9,448 Closed
HSA
903
HBK Sorce Advisory
Pennsylvania
– -$203K -9,438 Closed
AWM
904
Axxcess Wealth Management
California
– -$203K -9,430 Closed
USCWA
905
U.S. Capital Wealth Advisors
Texas
– -$202K -9,376 Closed
PCMC
906
Paragon Capital Management (Colorado)
Colorado
– -$202K -9,353 Closed
CLOS
907
Compagnie Lombard Odier SCmA
Switzerland
– -$115K -5,353 Closed
MCC
908
Money Concepts Capital
Florida
– -$102K -4,730 Closed
AWM
909
Accurate Wealth Management
Florida
– -$90.8K -4,121 Closed
FWM
910
Focused Wealth Management
New York
– -$64.7K -3,000 Closed
CASC
911
Coppell Advisory Solutions Corp
Texas
– -$49.1K -2,279 Closed
CAS
912
Coppell Advisory Solutions
Texas
– -$49.1K -2,279 Closed
WPWM
913
Western Pacific Wealth Management
Illinois
– -$46.3K -2,146 Closed
MSCM
914
McElhenny Sheffield Capital Management
Texas
– -$43.1K -2,000 Closed
RFG
915
RFP Financial Group
Georgia
– -$24.1K -1,118 Closed
MUMSS
916
Mitsubishi UFJ Morgan Stanley Securities
Japan
– -$22K -1,040 Closed
GIA
917
Goodwin Investment Advisory
Georgia
– -$16.9K -785 Closed
MWM
918
MinichMacGregor Wealth Management
New York
– -$15.6K -725 Closed
Twin Tree Management
919
Twin Tree Management
Texas
– -$9.06K -420 Closed
ZIG
920
Zullo Investment Group
Pennsylvania
– -$6.13K -284 Closed
BHWM
921
Beaird Harris Wealth Management
Texas
– -$6.1K -283 Closed
PWS
922
Paragon Wealth Strategies
Florida
– -$5.53K -257 Closed
VWM
923
Valley Wealth Managers
New Jersey
– -$5.26K -244 Closed
AWM
924
Accel Wealth Management
Iowa
– -$3.21K -149 Closed
JWM
925
Janiczek Wealth Management
Colorado
– -$2.97K -133 Closed
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