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Regions Financial

870 hedge funds and large institutions have $16.7B invested in Regions Financial in 2024 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 312 increasing their positions, 290 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 61

43% more call options, than puts

Call options by funds: $92.6M | Put options by funds: $64.7M

15% more capital invested

Capital invested by funds: $14.5B → $16.7B (+$2.12B)

6% more funds holding

Funds holding: 817870 (+53)

8% more repeat investments, than reductions

Existing positions increased: 312 | Existing positions reduced: 290

1.14% less ownership

Funds ownership: 79.24%78.1% (-1.1%)

Holders
870
Holders Change
+53
Holders Change %
+6.49%
% of All Funds
12.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
119
Increased
312
Reduced
290
Closed
61
Calls
$92.6M
Puts
$64.7M
Net Calls
+$27.9M
Net Calls Change
+$9.82M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.64B +$2.55M +116,808 +0.1%
BlackRock
2
BlackRock
New York
$1.94B -$79.5M -3,638,591 -4%
State Street
3
State Street
Massachusetts
$1.31B +$170M +7,791,399 +16%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1,000M -$137M -6,262,393 -13%
Charles Schwab
5
Charles Schwab
California
$648M +$17.8M +816,226 +3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$526M +$6.9M +315,605 +1%
JP Morgan Chase
7
JP Morgan Chase
New York
$485M -$70M -3,202,188 -13%
Morgan Stanley
8
Morgan Stanley
New York
$418M +$7.69M +352,063 +2%
First Trust Advisors
9
First Trust Advisors
Illinois
$369M -$23.9M -1,091,334 -6%
Invesco
10
Invesco
Georgia
$315M -$51.3M -2,345,836 -15%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$298M -$32.5M -1,486,572 -10%
Amundi
12
Amundi
France
$273M +$97.6M +4,466,406 +59%
Norges Bank
13
Norges Bank
Norway
$267M +$1.12M +51,322 +0.5%
LSV Asset Management
14
LSV Asset Management
Illinois
$249M -$14.2M -649,681 -6%
Allspring Global Investments
15
Allspring Global Investments
North Carolina
$201M +$22.2M +1,014,706 +13%
UBS AM
16
UBS AM
Illinois
$197M -$11.4M -520,460 -6%
Northern Trust
17
Northern Trust
Illinois
$196M -$11.5M -524,613 -6%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$192M +$1.34M +61,426 +0.8%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$174M +$12.9M +588,406 +9%
Goldman Sachs
20
Goldman Sachs
New York
$168M +$21.3M +974,071 +16%
Wells Fargo
21
Wells Fargo
California
$159M -$28.7M -1,313,096 -16%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$155M -$5.2M -238,035 -3%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$145M -$2.07M -94,882 -2%
Legal & General Group
24
Legal & General Group
United Kingdom
$136M -$2.2M -100,733 -2%
TIM
25
Thornburg Investment Management
New Mexico
$120M -$13.1M -599,100 -10%

RF Hedge Fund Activity: Q3 2024 in Review

870 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q3 2024, worth a combined $16.7B — up 15% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new RF positions and 61 closed out — a net gain of 58 holders — while 312 added to existing stakes and 290 trimmed.

The largest buyer was State Street, adding an estimated $170M. The largest seller was Balyasny Asset Management, cutting an estimated $159M.

  • 870 institutional investors held Regions Financial (RF) as of Q3 2024, up from 817 in Q2 2024.
  • Funds reported $16.7B of Regions Financial stock for Q3 2024, up 15% quarter-over-quarter.
  • 119 funds opened new Regions Financial positions in Q3 2024 and 61 closed out, a net change of +58 holders.
  • The largest Regions Financial buyer in Q3 2024 was State Street, an estimated $170M added.
  • The largest Regions Financial seller in Q3 2024 was Balyasny Asset Management, an estimated $159M sold.

Based on aggregated 13F filings for Q3 2024.