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Regional Management Corp
RM

88 hedge funds and large institutions have $272M invested in Regional Management Corp in 2017 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 35 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

11% more capital invested

Capital invested by funds: $244M → $272M (+$27.6M)

7% more funds holding

Funds holding: 82 → 88 (+6)

1.94% more ownership

Funds ownership: 86.65% → 88.59% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

29% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 35

Holders
88
Holders Change
+6
Holders Change %
+7.32%
% of All Funds
2%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
12
Increased
25
Reduced
35
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCC
Second Curve Capital
Pennsylvania
+$10.9M
2
BCM
Basswood Capital Management
New York
+$2.43M
3
Charles Schwab
Charles Schwab
California
+$1.68M
4
Millennium Management
Millennium Management
New York
+$1.38M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$842K

Top Sellers

Rank Fund Capital Flow
1
AL
AJO LP
Pennsylvania
-$2.84M
2
NI
Numeric Investors
Massachusetts
-$2.67M
3
American Century Companies
American Century Companies
Missouri
-$1.89M
4
JP Morgan Chase
JP Morgan Chase
New York
-$907K
5
MCM
Matarin Capital Management
New York
-$893K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$2.1M -$907K -37,079 -32%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$2.08M -$411K -16,816 -18%
PPA
28
Parametric Portfolio Associates
Washington
$2.06M +$33.6K +1,373 +2%
BPM
29
Bowling Portfolio Management
Ohio
$1.93M +$424K +17,317 +31%
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$1.79M -$96.2K -3,931 -5%
Invesco
31
Invesco
Georgia
$1.64M -$79K -3,228 -5%
WCM
32
Wedge Capital Management
North Carolina
$1.57M – – –
SIM
33
Spark Investment Management
New York
$1.53M -$475K -19,400 -25%
Massachusetts Financial Services
34
Massachusetts Financial Services
Massachusetts
$1.2M +$47.4K +1,939 +4%
TIAAOA
35
Teachers Insurance & Annuity Association of America
New York
$1.06M – – –
N
36
Nuveen
North Carolina
$1.01M +$1.96K +80 +0.2%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$1M +$3.28K +134 +0.4%
Wells Fargo
38
Wells Fargo
California
$943K +$30.5K +1,248 +4%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$929K +$344K +14,080 +66%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$913K – – –
Morgan Stanley
41
Morgan Stanley
New York
$847K -$569K -23,262 -42%
O
42
OppenheimerFunds
New York
$768K +$714K +29,193 New
TCIM
43
TIAA CREF Investment Management
New York
$729K – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
44
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$690K – – –
Ohio Public Employees Retirement System (OPERS)
45
Ohio Public Employees Retirement System (OPERS)
Ohio
$656K -$63K -2,576 -9%
Deutsche Bank
46
Deutsche Bank
Germany
$603K -$50.2K -2,051 -8%
TA
47
Teachers Advisors
New York
$490K +$39.1K +1,597 +9%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$425K – – –
Allianz Asset Management
49
Allianz Asset Management
Germany
$406K – – –
AL
50
AJO LP
Pennsylvania
$400K -$2.84M -116,080 -88%
1
2
3 4

RM Hedge Fund Activity: Q4 2017 in Review

88 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Regional Management Corp (RM) for Q4 2017, worth a combined $272M — up 11% from $244M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new RM positions and 6 closed out — a net gain of 6 holders — while 25 added to existing stakes and 35 trimmed.

The largest buyer was Second Curve Capital, adding an estimated $10.9M. The largest seller was AJO LP, cutting an estimated $2.84M.

  • 88 institutional investors held Regional Management Corp (RM) as of Q4 2017, up from 82 in Q3 2017.
  • Funds reported $272M of Regional Management Corp stock for Q4 2017, up 11% quarter-over-quarter.
  • 12 funds opened new Regional Management Corp positions in Q4 2017 and 6 closed out, a net change of +6 holders.
  • The largest Regional Management Corp buyer in Q4 2017 was Second Curve Capital, an estimated $10.9M added.
  • The largest Regional Management Corp seller in Q4 2017 was AJO LP, an estimated $2.84M sold.

Based on aggregated 13F filings for Q4 2017.