Regions Financial
812 hedge funds and large institutions have $14.5B invested in Regions Financial in 2023 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 280 increasing their positions, 278 reducing their positions, and 81 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
38% more first-time investments, than exits
New positions opened: 112 | Existing positions closed: 81
25% more call options, than puts
Call options by funds: $100M | Put options by funds: $80.3M
15% more capital invested
Capital invested by funds: $12.6B → $14.5B (+$1.89B)
2.58% more ownership
Funds ownership: 77.65% → 80.22% (+2.6%)
3% more funds holding
Funds holding: 792 → 812 (+20)
1% more repeat investments, than reductions
Existing positions increased: 280 | Existing positions reduced: 278
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$283M |
| 2 |
State Street
Boston,
Massachusetts
|
+$96M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$59.9M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$51.8M |
| 5 |
Barclays
London,
United Kingdom
|
+$41.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Shapiro Capital Management
Atlanta,
Georgia
|
-$52.4M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$48.3M |
| 3 |
Holocene Advisors
New York
|
-$38.7M |
| 4 |
Goldman Sachs
New York
|
-$32.4M |
| 5 |
Bank Julius Baer & Co
Zurich,
Switzerland
|
-$28M |
RF Hedge Fund Activity: Q4 2023 in Review
812 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q4 2023, worth a combined $14.5B — up 15% from $12.6B a quarter earlier.
Buyers outnumbered sellers: 112 funds opened new RF positions and 81 closed out — a net gain of 31 holders — while 280 added to existing stakes and 278 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $283M. The largest seller was Shapiro Capital Management, cutting an estimated $52.4M.
- 812 institutional investors held Regions Financial (RF) as of Q4 2023, up from 792 in Q3 2023.
- Funds reported $14.5B of Regions Financial stock for Q4 2023, up 15% quarter-over-quarter.
- 112 funds opened new Regions Financial positions in Q4 2023 and 81 closed out, a net change of +31 holders.
- The largest Regions Financial buyer in Q4 2023 was Morgan Stanley, an estimated $283M added.
- The largest Regions Financial seller in Q4 2023 was Shapiro Capital Management, an estimated $52.4M sold.
Based on aggregated 13F filings for Q4 2023.