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Regional Management Corp
RM

90 hedge funds and large institutions have $390M invested in Regional Management Corp in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 21 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

42% more capital invested

Capital invested by funds: $274M → $390M (+$115M)

14% more funds holding

Funds holding: 79 → 90 (+11)

5.91% more ownership

Funds ownership: 72.89% → 78.81% (+5.9%)

48% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 40

Holders
90
Holders Change
+11
Holders Change %
+13.92%
% of All Funds
1.57%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
19
Increased
21
Reduced
40
Closed
8
Calls
$14K
Puts
–
Net Calls
+$14K
Net Calls Change
+$14K

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$12.8M
2
N
Nuveen
North Carolina
+$4.33M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$4.27M
4
Goldman Sachs
Goldman Sachs
New York
+$3.4M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$2.42M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$7.78M
2
BCM
Basswood Capital Management
New York
-$4.49M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.71M
4
BlackRock
BlackRock
New York
-$1.64M
5
TCM
Tieton Capital Management
Washington
-$1.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$2.78M +$1.46M +33,783 +130%
Invesco
27
Invesco
Georgia
$2.75M +$1.84M +42,483 +256%
Assenagon Asset Management
28
Assenagon Asset Management
Luxembourg
$2.6M +$2.42M +55,972 New
Charles Schwab
29
Charles Schwab
California
$2.45M -$303K -6,990 -12%
JP Morgan Chase
30
JP Morgan Chase
New York
$2.4M -$970K -22,409 -30%
EGI
31
EAM Global Investors
California
$2.19M +$2.04M +47,143 New
Marshall Wace
32
Marshall Wace
United Kingdom
$1.93M +$1.8M +41,530 New
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$1.8M +$19.3K +446 +1%
Two Sigma Advisers
34
Two Sigma Advisers
New York
$1.65M +$216K +5,000 +16%
WG
35
Winton Group
United Kingdom
$1.51M -$10.3K -238 -0.7%
MAM
36
Martingale Asset Management
Massachusetts
$1.44M -$112K -2,596 -8%
Citadel Advisors
37
Citadel Advisors
Florida
$1.14M -$460K -10,635 -30%
Wells Fargo
38
Wells Fargo
California
$1.06M +$773K +17,864 +357%
American Century Companies
39
American Century Companies
Missouri
$1.03M +$229K +5,285 +31%
Los Angeles Capital Management
40
Los Angeles Capital Management
California
$991K -$17.8K -410 -2%
HW
41
Hancock Whitney
Mississippi
$913K -$95.8K -2,212 -10%
Jacobs Levy Equity Management
42
Jacobs Levy Equity Management
New Jersey
$888K +$145K +3,340 +21%
Ameriprise
43
Ameriprise
Minnesota
$862K +$802K +18,530 New
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$853K -$7.06K -163 -0.9%
ECM
45
ExodusPoint Capital Management
New York
$631K +$587K +13,551 New
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$526K -$49.2K -1,137 -9%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$523K -$131K -3,019 -21%
PGIM
48
Pacific Global Investment Management
California
$442K -$25.7K -594 -6%
Squarepoint
49
Squarepoint
New York
$396K +$368K +8,501 New
State of Tennessee, Department of Treasury
50
State of Tennessee, Department of Treasury
Tennessee
$395K +$130K +3,013 +55%
1
2
3 4

RM Hedge Fund Activity: Q2 2021 in Review

90 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Regional Management Corp (RM) for Q2 2021, worth a combined $390M — up 42% from $274M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new RM positions and 8 closed out — a net gain of 11 holders — while 21 added to existing stakes and 40 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $12.8M. The largest seller was Wellington Management Group, cutting an estimated $7.78M.

  • 90 institutional investors held Regional Management Corp (RM) as of Q2 2021, up from 79 in Q1 2021.
  • Funds reported $390M of Regional Management Corp stock for Q2 2021, up 42% quarter-over-quarter.
  • 19 funds opened new Regional Management Corp positions in Q2 2021 and 8 closed out, a net change of +11 holders.
  • The largest Regional Management Corp buyer in Q2 2021 was Fidelity Investments, an estimated $12.8M added.
  • The largest Regional Management Corp seller in Q2 2021 was Wellington Management Group, an estimated $7.78M sold.

Based on aggregated 13F filings for Q2 2021.