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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
MAM
76
Meeder Asset Management
Ohio
$12K +$979 +40 +9%
QI
77
QS Investors
New York
$12K +$2.94K +120 +36%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$10K – – –
TRCT
79
Tower Research Capital (TRC)
New York
$8K -$20.4K -835 -73%
AP
80
Atwood & Palmer
Missouri
$5K – – –
GWM
81
Geneos Wealth Management
Colorado
$3K – – –
BTIS
82
BB&T Investment Services
North Carolina
$2K – – –
Envestnet Asset Management
83
Envestnet Asset Management
Illinois
$2K – – –
MA
84
MUFG Americas
New York
$1K -$538 -22 -39%
SPIA
85
Steward Partners Investment Advisory
New York
$1K – – –
FGC
86
Financial Gravity Companies
Texas
$1K +$1.03K +42 New
Russell Investments Group
87
Russell Investments Group
United Kingdom
– -$415K -17,166 Closed
AG
88
Algert Global
California
– -$288K -11,910 Closed
PSUF
89
People's United Financial
Connecticut
– -$245K -10,100 Closed
NFA
90
Nationwide Fund Advisors
Ohio
– -$218K -9,020 Closed
Tudor Investment Corp
91
Tudor Investment Corp
Connecticut
– -$218K -9,007 Closed
LTFS
92
Ladenburg Thalmann Financial Services
Florida
– -$4K -162 Closed
VCM
93
Virtue Capital Management
Tennessee
– +$147 +6 New
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.