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Regional Management Corp
RM

95 hedge funds and large institutions have $285M invested in Regional Management Corp in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

3% more funds holding

Funds holding: 92 → 95 (+3)

3% more capital invested

Capital invested by funds: $277M → $285M (+$7.91M)

0.33% more ownership

Funds ownership: 85.58% → 85.91% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

6% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 36

Holders
95
Holders Change
+3
Holders Change %
+3.26%
% of All Funds
1.87%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
12
Increased
34
Reduced
36
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCM
Cloverdale Capital Management
Texas
+$1.62M
2
JP Morgan Chase
JP Morgan Chase
New York
+$1.02M
3
Morgan Stanley
Morgan Stanley
New York
+$966K
4
Ameriprise
Ameriprise
Minnesota
+$954K
5
ACM
Argent Capital Management
Missouri
+$641K

Top Sellers

Rank Fund Capital Flow
1
FCM
FJ Capital Management
Virginia
-$1.84M
2
BlackRock
BlackRock
New York
-$1.81M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.7M
4
Goldman Sachs
Goldman Sachs
New York
-$1.42M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$1.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
BGIM
76
Brandywine Global Investment Management
Pennsylvania
$151K -$1.85K -61 -1%
MLICM
77
Metropolitan Life Insurance Company (MetLife)
New York
$115K – – –
New York State Teachers Retirement System (NYSTRS)
78
New York State Teachers Retirement System (NYSTRS)
New York
$68K +$68.8K +2,270 New
BNP Paribas Financial Markets
79
BNP Paribas Financial Markets
France
$52.8K +$7.79K +257 +17%
Citigroup
80
Citigroup
New York
$52K +$14.2K +468 +37%
Legal & General Group
81
Legal & General Group
United Kingdom
$48K +$5.34K +176 +13%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$44K +$9.1K +300 +26%
Russell Investments Group
83
Russell Investments Group
United Kingdom
$35K +$36.4K +1,201 New
FGAM
84
Financial Gravity Asset Management
Texas
$30K – – –
AIP
85
Ameritas Investment Partners
Nebraska
$28K – – –
Lazard Asset Management
86
Lazard Asset Management
New York
$16K – – –
MAM
87
Meeder Asset Management
Ohio
$16K +$243 +8 +1%
OSAM
88
O'Shaughnessy Asset Management
Connecticut
$8K +$8.1K +267 New
PHK
89
Point72 Hong Kong
Hong Kong
$8K +$8.13K +268 New
AP
90
Atwood & Palmer
Missouri
$6K – – –
GWM
91
Geneos Wealth Management
Colorado
$4K – – –
SPIA
92
Steward Partners Investment Advisory
New York
$3K – – –
BCA
93
Berman Capital Advisors
Georgia
$2K – – –
S
94
SignatureFD
Georgia
$1K – – –
FCM
95
FJ Capital Management
Virginia
– -$1.84M -65,000 Closed
Allianz Asset Management
96
Allianz Asset Management
Germany
– -$370K -13,141 Closed
Franklin Resources
97
Franklin Resources
California
– -$361K -12,823 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
98
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$273K -9,700 Closed
SLF
99
Sun Life Financial
Ontario, Canada
– -$248K -8,803 Closed
Ohio Public Employees Retirement System (OPERS)
100
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$111K -3,954 Closed
1 2 3
4
5

RM Hedge Fund Activity: Q4 2019 in Review

95 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Regional Management Corp (RM) for Q4 2019, worth a combined $285M — up 2.9% from $277M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new RM positions and 8 closed out — a net gain of 4 holders — while 34 added to existing stakes and 36 trimmed.

The largest buyer was Cloverdale Capital Management, adding an estimated $1.62M. The largest seller was FJ Capital Management, exiting entirely with an estimated $1.84M sold.

  • 95 institutional investors held Regional Management Corp (RM) as of Q4 2019, up from 92 in Q3 2019.
  • Funds reported $285M of Regional Management Corp stock for Q4 2019, up 2.9% quarter-over-quarter.
  • 12 funds opened new Regional Management Corp positions in Q4 2019 and 8 closed out, a net change of +4 holders.
  • The largest Regional Management Corp buyer in Q4 2019 was Cloverdale Capital Management, an estimated $1.62M added.
  • The largest Regional Management Corp seller in Q4 2019 was FJ Capital Management, an estimated $1.84M sold.

Based on aggregated 13F filings for Q4 2019.