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Regions Financial

792 hedge funds and large institutions have $12.6B invested in Regions Financial in 2023 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 275 increasing their positions, 283 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 67

1% more funds holding

Funds holding: 786792 (+6)

0.5% more ownership

Funds ownership: 77.14%77.65% (+0.5%)

3% less capital invested

Capital invested by funds: $12.9B → $12.6B (-$344M)

3% less repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 283

11% less call options, than puts

Call options by funds: $78M | Put options by funds: $88M

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
792
Holders Change
+6
Holders Change %
+0.76%
% of All Funds
12.57%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
85
Increased
275
Reduced
283
Closed
67
Calls
$78M
Puts
$88M
Net Calls
-$9.93M
Net Calls Change
+$2.41M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.97B +$56.5M +2,982,310 +3%
BlackRock
2
BlackRock
New York
$1.54B -$23.6M -1,246,155 -1%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$926M +$78.8M +4,160,768 +8%
State Street
4
State Street
Massachusetts
$901M +$50.7M +2,678,445 +5%
JP Morgan Chase
5
JP Morgan Chase
New York
$382M -$2.87M -151,750 -0.7%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$357M +$8.79M +464,292 +2%
Charles Schwab
7
Charles Schwab
California
$347M +$11.7M +618,384 +3%
Morgan Stanley
8
Morgan Stanley
New York
$262M -$9.42M -497,179 -3%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$244M +$620K +32,714 +0.2%
LSV Asset Management
10
LSV Asset Management
Illinois
$238M -$17.3M -913,100 -6%
First Trust Advisors
11
First Trust Advisors
Illinois
$225M +$18.3M +966,986 +8%
TIM
12
Thornburg Investment Management
New Mexico
$192M -$10.5M -554,359 -5%
Invesco
13
Invesco
Georgia
$191M +$27.6M +1,455,499 +15%
Northern Trust
14
Northern Trust
Illinois
$185M +$24M +1,268,045 +13%
Norges Bank
15
Norges Bank
Norway
$180M +$3.29M +173,895 +2%
Amundi
16
Amundi
France
$174M -$81.7M -4,314,726 -29%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$167M +$37.7M +1,989,929 +26%
Goldman Sachs
18
Goldman Sachs
New York
$160M +$15.5M +816,458 +10%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$152M -$6.02M -317,586 -3%
Allspring Global Investments
20
Allspring Global Investments
North Carolina
$140M +$161K +8,493 +0.1%
Bank of America
21
Bank of America
North Carolina
$130M +$60.4M +3,188,252 +73%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$120M -$3.95M -208,307 -3%
UBS AM
23
UBS AM
Illinois
$119M +$5.79M +305,547 +5%
Wells Fargo
24
Wells Fargo
California
$116M +$8.18M +431,774 +7%
Legal & General Group
25
Legal & General Group
United Kingdom
$107M -$3.4M -179,618 -3%

RF Hedge Fund Activity: Q3 2023 in Review

792 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q3 2023, worth a combined $12.6B — down 2.7% from $12.9B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new RF positions and 67 closed out — a net gain of 18 holders — while 275 added to existing stakes and 283 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $78.8M. The largest seller was Amundi, cutting an estimated $81.7M.

  • 792 institutional investors held Regions Financial (RF) as of Q3 2023, up from 786 in Q2 2023.
  • Funds reported $12.6B of Regions Financial stock for Q3 2023, down 2.7% quarter-over-quarter.
  • 85 funds opened new Regions Financial positions in Q3 2023 and 67 closed out, a net change of +18 holders.
  • The largest Regions Financial buyer in Q3 2023 was Wellington Management Group, an estimated $78.8M added.
  • The largest Regions Financial seller in Q3 2023 was Amundi, an estimated $81.7M sold.

Based on aggregated 13F filings for Q3 2023.