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Regional Management Corp
RM

93 hedge funds and large institutions have $224M invested in Regional Management Corp in 2016 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

656% more call options, than puts

Call options by funds: $325K | Put options by funds: $43K

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

49% more capital invested

Capital invested by funds: $150M → $224M (+$73.2M)

31% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 29

6% more funds holding

Funds holding: 88 → 93 (+5)

0.87% more ownership

Funds ownership: 89.9% → 90.77% (+0.87%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
93
Holders Change
+5
Holders Change %
+5.68%
% of All Funds
2.48%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
15
Increased
38
Reduced
29
Closed
10
Calls
$325K
Puts
$43K
Net Calls
+$282K
Net Calls Change
+$458K

Top Buyers

Rank Fund Capital Flow
1
NI
Numeric Investors
Massachusetts
+$9.1M
2
AL
AJO LP
Pennsylvania
+$4.05M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.4M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.29M
5
CEP
Chicago Equity Partners
Illinois
+$1.19M

Top Sellers

Rank Fund Capital Flow
1
GCP
Glen Capital Partners
Massachusetts
-$8.86M
2
NCM
Nantahala Capital Management
Connecticut
-$2.54M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.68M
4
SCC
Second Curve Capital
Pennsylvania
-$1.14M
5
CC
Cannell Capital
Wyoming
-$1.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
26
Parametric Portfolio Associates
Washington
$1.47M -$15.1K -774 -1%
Arrowstreet Capital
27
Arrowstreet Capital
Massachusetts
$1.44M +$1.29M +66,486 New
Invesco
28
Invesco
Georgia
$1.44M +$134K +6,881 +12%
GCP
29
GSA Capital Partners
United Kingdom
$1.42M -$554K -28,469 -30%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$1.38M +$65.8K +3,380 +6%
CEP
31
Chicago Equity Partners
Illinois
$1.33M +$1.19M +61,270 New
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$1.23M +$431K +22,151 +64%
AG
33
Algert Global
California
$1.22M +$842K +43,250 +332%
AQR Capital Management
34
AQR Capital Management
Connecticut
$1.22M +$198K +10,179 +22%
Acadian Asset Management
35
Acadian Asset Management
Massachusetts
$1.07M +$664K +34,091 +223%
WCM
36
Wedge Capital Management
North Carolina
$1.07M – – –
BIM
37
BlackRock Investment Management
Delaware
$983K -$4.3K -221 -0.5%
Massachusetts Financial Services
38
Massachusetts Financial Services
Massachusetts
$972K +$203K +10,421 +30%
Morgan Stanley
39
Morgan Stanley
New York
$937K -$720K -36,968 -46%
EA
40
Emerald Acquisition
Washington
$909K +$818K +42,000 New
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$888K – – –
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$873K -$213K -10,944 -21%
Grantham, Mayo, Van Otterloo & Co (GMO)
43
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$761K -$217K -11,163 -24%
BPM
44
Bowling Portfolio Management
Ohio
$729K +$655K +33,661 New
SCM
45
Signia Capital Management
Washington
$708K -$2.32K -119 -0.4%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$691K – – –
Two Sigma Investments
47
Two Sigma Investments
New York
$675K +$607K +31,178 New
Ohio Public Employees Retirement System (OPERS)
48
Ohio Public Employees Retirement System (OPERS)
Ohio
$657K +$464K +23,820 +365%
PAM
49
Panagora Asset Management
Massachusetts
$657K +$591K +30,351 New
SCM
50
Sterling Capital Management
North Carolina
$620K +$558K +28,632 New
1
2
3 4 5

RM Hedge Fund Activity: Q3 2016 in Review

93 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Regional Management Corp (RM) for Q3 2016, worth a combined $224M — up 49% from $150M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new RM positions and 10 closed out — a net gain of 5 holders — while 38 added to existing stakes and 29 trimmed.

The largest buyer was Numeric Investors, adding an estimated $9.1M. The largest seller was Glen Capital Partners, cutting an estimated $8.86M.

  • 93 institutional investors held Regional Management Corp (RM) as of Q3 2016, up from 88 in Q2 2016.
  • Funds reported $224M of Regional Management Corp stock for Q3 2016, up 49% quarter-over-quarter.
  • 15 funds opened new Regional Management Corp positions in Q3 2016 and 10 closed out, a net change of +5 holders.
  • The largest Regional Management Corp buyer in Q3 2016 was Numeric Investors, an estimated $9.1M added.
  • The largest Regional Management Corp seller in Q3 2016 was Glen Capital Partners, an estimated $8.86M sold.

Based on aggregated 13F filings for Q3 2016.