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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.44B -$36.2M -1,914,449 -2%
BlackRock
2
BlackRock
New York
$1.89B +$33.9M +1,794,052 +2%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.13B -$42.7M -2,255,897 -4%
State Street
4
State Street
Massachusetts
$1.05B -$155M -8,182,748 -14%
Charles Schwab
5
Charles Schwab
California
$563M +$124M +6,579,600 +33%
JP Morgan Chase
6
JP Morgan Chase
New York
$481M +$5.31M +280,983 +1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$460M +$13.5M +715,926 +3%
Morgan Stanley
8
Morgan Stanley
New York
$361M -$286M -15,117,869 -47%
First Trust Advisors
9
First Trust Advisors
Illinois
$337M +$60M +3,173,848 +25%
Invesco
10
Invesco
Georgia
$311M +$38.4M +2,031,395 +16%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$279M +$921K +48,708 +0.4%
LSV Asset Management
12
LSV Asset Management
Illinois
$261M -$12.1M -637,973 -5%
Norges Bank
13
Norges Bank
Norway
$235M +$6.36M +336,477 +3%
Northern Trust
14
Northern Trust
Illinois
$189M -$28.7M -1,518,468 -14%
Amundi
15
Amundi
France
$178M -$26.5M -1,403,042 -13%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$173M -$11M -579,268 -7%
TIM
17
Thornburg Investment Management
New Mexico
$170M -$59M -3,121,223 -28%
UBS AM
18
UBS AM
Illinois
$162M +$9.43M +498,802 +7%
Allspring Global Investments
19
Allspring Global Investments
North Carolina
$162M +$1.96M +103,529 +1%
Barclays
20
Barclays
United Kingdom
$141M +$5.26M +278,302 +4%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$140M -$2.72M -143,817 -2%
Wells Fargo
22
Wells Fargo
California
$139M +$13.6M +719,212 +12%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$137M -$5.23M -276,513 -4%
Goldman Sachs
24
Goldman Sachs
New York
$131M -$21.1M -1,118,362 -15%
Legal & General Group
25
Legal & General Group
United Kingdom
$127M -$1.29M -68,395 -1%

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.