We are live on ! Find out more
RM icon

Regional Management Corp
RM

92 hedge funds and large institutions have $320M invested in Regional Management Corp in 2018 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

18% more capital invested

Capital invested by funds: $272M → $320M (+$48.3M)

5% more funds holding

Funds holding: 88 → 92 (+4)

2.98% less ownership

Funds ownership: 88.59% → 85.61% (-3%)

44% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 39

Holders
92
Holders Change
+4
Holders Change %
+4.55%
% of All Funds
2.11%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
17
Increased
22
Reduced
39
Closed
11
Calls
$204K
Puts
–
Net Calls
+$204K
Net Calls Change
+$204K

Top Buyers

Rank Fund Capital Flow
1
AL
AJO LP
Pennsylvania
+$4.96M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.08M
3
TCIM
TIAA CREF Investment Management
New York
+$2.8M
4
GCP
GSA Capital Partners
United Kingdom
+$1.67M
5
Renaissance Technologies
Renaissance Technologies
New York
+$1.56M

Top Sellers

Rank Fund Capital Flow
1
SCC
Second Curve Capital
Pennsylvania
-$8.28M
2
American Century Companies
American Century Companies
Missouri
-$2.71M
3
BPM
Bowling Portfolio Management
Ohio
-$1.93M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$1.87M
5
Millennium Management
Millennium Management
New York
-$1.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
BNP Paribas Financial Markets
76
BNP Paribas Financial Markets
France
$67.2K -$41.7K -1,410 -40%
Legal & General Group
77
Legal & General Group
United Kingdom
$63K -$26.3K -889 -31%
AIP
78
Ameritas Investment Partners
Nebraska
$30K – – –
MAM
79
Meeder Asset Management
Ohio
$18K +$3.55K +120 +26%
QI
80
QS Investors
New York
$15K +$799 +27 +6%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$12K – – –
AP
82
Atwood & Palmer
Missouri
$6K – – –
JA
83
JOYN Advisors
Georgia
$6K +$5.62K +190 New
GWM
84
Geneos Wealth Management
Colorado
$4K – – –
Envestnet Asset Management
85
Envestnet Asset Management
Illinois
$3K – – –
DA
86
Denali Advisors
California
$3K +$3.02K +102 New
Citigroup
87
Citigroup
New York
$2K -$271K -9,178 -99%
SPIA
88
Steward Partners Investment Advisory
New York
$2K – – –
FMA
89
FNY Managed Accounts
New York
$2K +$2.75K +93 New
FGC
90
Financial Gravity Companies
Texas
$1K -$296 -10 -24%
SEI Investments
91
SEI Investments
Pennsylvania
$1K – – –
FGAM
92
Financial Gravity Asset Management
Texas
$1K +$947 +32 New
American Century Companies
93
American Century Companies
Missouri
– -$2.71M -102,859 Closed
BPM
94
Bowling Portfolio Management
Ohio
– -$1.93M -73,492 Closed
TIAAOA
95
Teachers Insurance & Annuity Association of America
New York
– -$1.06M -40,406 Closed
O
96
OppenheimerFunds
New York
– -$768K -29,193 Closed
FIM
97
Freedom Investment Management
Connecticut
– -$231K -8,768 Closed
MWNA
98
Marshall Wace North America
New York
– -$208K -7,890 Closed
OSAM
99
O'Shaughnessy Asset Management
Connecticut
– -$49K -1,856 Closed
Parallax Volatility Advisers
100
Parallax Volatility Advisers
California
– -$44K -1,680 Closed
1 2 3
4
5

RM Hedge Fund Activity: Q1 2018 in Review

92 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Regional Management Corp (RM) for Q1 2018, worth a combined $320M — up 18% from $272M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new RM positions and 11 closed out — a net gain of 6 holders — while 22 added to existing stakes and 39 trimmed.

The largest buyer was AJO LP, adding an estimated $4.96M. The largest seller was Second Curve Capital, cutting an estimated $8.28M.

  • 92 institutional investors held Regional Management Corp (RM) as of Q1 2018, up from 88 in Q4 2017.
  • Funds reported $320M of Regional Management Corp stock for Q1 2018, up 18% quarter-over-quarter.
  • 17 funds opened new Regional Management Corp positions in Q1 2018 and 11 closed out, a net change of +6 holders.
  • The largest Regional Management Corp buyer in Q1 2018 was AJO LP, an estimated $4.96M added.
  • The largest Regional Management Corp seller in Q1 2018 was Second Curve Capital, an estimated $8.28M sold.

Based on aggregated 13F filings for Q1 2018.