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Regional Management Corp
RM

82 hedge funds and large institutions have $202M invested in Regional Management Corp in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 29

0.88% more ownership

Funds ownership: 81.04% → 81.91% (+0.88%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less funds holding

Funds holding: 83 → 82 (-1)

9% less capital invested

Capital invested by funds: $221M → $202M (-$19.1M)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
82
Holders Change
-1
Holders Change %
-1.2%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
30
Reduced
29
Closed
8
Calls
$35K
Puts
–
Net Calls
+$35K
Net Calls Change
+$35K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.75M
2
BlackRock
BlackRock
New York
+$2.23M
3
Goldman Sachs
Goldman Sachs
New York
+$798K
4
Man Group
Man Group
United Kingdom
+$318K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$274K

Top Sellers

Rank Fund Capital Flow
1
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$2.17M
2
Russell Investments Group
Russell Investments Group
United Kingdom
-$1.11M
3
KCM
Khrom Capital Management
Florida
-$837K
4
Millennium Management
Millennium Management
New York
-$625K
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$296K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
76
Osaic Holdings
Arizona
$3.76K – – –
FDCDDQ
77
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.01K – – –
GI
78
GAMMA Investing
California
$1.02K +$1.02K +42 New
C
79
Covestor
United Kingdom
$1K +$412 +17 +53%
EWA
80
EverSource Wealth Advisors
Alabama
$477 -$1.79K -74 -80%
Allspring Global Investments
81
Allspring Global Investments
North Carolina
$150 -$946 -39 -87%
Assenagon Asset Management
82
Assenagon Asset Management
Luxembourg
– -$2.17M -78,410 Closed
State of Tennessee, Department of Treasury
83
State of Tennessee, Department of Treasury
Tennessee
– -$104K -3,754 Closed
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
– -$25.2K -912 Closed
SOW
85
State of Wyoming
Wyoming
– -$22.3K -805 Closed
ACM
86
Aquatic Capital Management
Illinois
– -$17K -600 Closed
CCP
87
Carmel Capital Partners
California
– -$9.91K -358 Closed
Simplex Trading
88
Simplex Trading
Illinois
– -$2K -95 Closed
CAL
89
Capital Advisors Ltd
Ohio
– -$1K -19 Closed
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
– +$194 +8 New
1 2 3
4

RM Hedge Fund Activity: Q4 2023 in Review

82 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Regional Management Corp (RM) for Q4 2023, worth a combined $202M — down 8.6% from $221M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of RM and 7 opened new positions — a net loss of 1 holder — while 29 trimmed existing stakes and 30 added.

The largest buyer was Morgan Stanley, adding an estimated $2.75M. The largest seller was Assenagon Asset Management, exiting entirely with an estimated $2.17M sold.

  • 82 institutional investors held Regional Management Corp (RM) as of Q4 2023, down from 83 in Q3 2023.
  • Funds reported $202M of Regional Management Corp stock for Q4 2023, down 8.6% quarter-over-quarter.
  • 7 funds opened new Regional Management Corp positions in Q4 2023 and 8 closed out, a net change of -1 holder.
  • The largest Regional Management Corp buyer in Q4 2023 was Morgan Stanley, an estimated $2.75M added.
  • The largest Regional Management Corp seller in Q4 2023 was Assenagon Asset Management, an estimated $2.17M sold.

Based on aggregated 13F filings for Q4 2023.