Regional Management Corp
79 hedge funds and large institutions have $203M invested in Regional Management Corp in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 31 reducing their positions, and 6 closing their positions.
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
28% more call options, than puts
Call options by funds: $23K | Put options by funds: $18K
5% more funds holding
Funds holding: 75 → 79 (+4)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1% less capital invested
Capital invested by funds: $206M → $203M (-$3.02M)
2.81% less ownership
Funds ownership: 84.59% → 81.77% (-2.8%)
19% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
Forager Capital Management
Birmingham,
Alabama
|
+$5.91M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$1.4M |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$759K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$691K |
| 5 |
Millennium Management
New York
|
+$540K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$11.3M |
| 2 |
Charles Schwab
San Francisco,
California
|
-$2.35M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
-$1.4M |
| 4 |
KCM
Khrom Capital Management
Miami Beach,
Florida
|
-$1.34M |
| 5 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$1.01M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EI
76
Ellevest Inc
New York
| $2.09K | +$186 | +6 | +8% |
|
|
CAL
77
Capital Advisors Ltd
Shaker Heights,
Ohio
| $2K | +$1.42K | +46 | +128% |
|
78
Allspring Global Investments
Charlotte,
North Carolina
| $1.96K | +$650 | +21 | +39% |
|
79
Citigroup
New York
| $1.9K | -$1.36K | -44 | -38% |
|
80
Assenagon Asset Management
Senningerberg,
Luxembourg
| – | -$588K | -20,940 | Closed |
|
|
NYLIM
81
New York Life Investment Management
New York
| – | -$328K | -11,680 | Closed |
|
|
GCP
82
GSA Capital Partners
London,
United Kingdom
| – | -$305K | -10,858 | Closed |
|
83
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| – | -$264K | -9,406 | Closed |
|
84
Lazard Asset Management
New York
| – | -$62K | -2,212 | Closed |
|
|
EWA
85
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$8.4K | -299 | Closed |
|
|
BTI
86
Blue Trust Inc
Alpharetta,
Georgia
| – | +$526 | +17 | New |
|
RM Hedge Fund Activity: Q1 2023 in Review
79 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Regional Management Corp (RM) for Q1 2023, worth a combined $203M — down 1.5% from $206M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new RM positions and 6 closed out — a net gain of 4 holders — while 25 added to existing stakes and 31 trimmed.
The largest buyer was Forager Capital Management, adding an estimated $5.91M. The largest seller was Fidelity Investments, cutting an estimated $11.3M.
- 79 institutional investors held Regional Management Corp (RM) as of Q1 2023, up from 75 in Q4 2022.
- Funds reported $203M of Regional Management Corp stock for Q1 2023, down 1.5% quarter-over-quarter.
- 10 funds opened new Regional Management Corp positions in Q1 2023 and 6 closed out, a net change of +4 holders.
- The largest Regional Management Corp buyer in Q1 2023 was Forager Capital Management, an estimated $5.91M added.
- The largest Regional Management Corp seller in Q1 2023 was Fidelity Investments, an estimated $11.3M sold.
Based on aggregated 13F filings for Q1 2023.