We are live on ! Find out more
RM icon

Regional Management Corp

104 hedge funds and large institutions have $271M invested in Regional Management Corp in 2016 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 40 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

21% more capital invested

Capital invested by funds: $224M → $271M (+$47.9M)

12% more funds holding

Funds holding: 93104 (+11)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.52% less ownership

Funds ownership: 90.77%90.25% (-0.52%)

10% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 40

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $710K

Holders
104
Holders Change
+11
Holders Change %
+11.83%
% of All Funds
2.6%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
19
Increased
36
Reduced
40
Closed
7
Calls
Puts
$710K
Net Calls
-$710K
Net Calls Change
-$992K
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Basswood Capital Management
New York
$28.6M +$2.79M +117,050 +12%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$27.4M +$954K +40,079 +4%
SCC
3
Second Curve Capital
Pennsylvania
$19.1M -$5.29M -222,018 -23%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$16.5M +$2.39M +100,560 +19%
LSV Asset Management
5
LSV Asset Management
Illinois
$15.7M +$3.1M +130,000 +28%
Vanguard Group
6
Vanguard Group
Pennsylvania
$14.5M +$1.21M +50,616 +10%
NI
7
Numeric Investors
Massachusetts
$14.3M +$655K +27,500 +5%
BFA
8
BlackRock Fund Advisors
California
$9.26M +$1.23M +51,736 +17%
TCM
9
Tieton Capital Management
Washington
$7.97M -$211K -8,842 -3%
PGIM
10
Pacific Global Investment Management
California
$6.56M -$718K -30,170 -11%
GCP
11
Glen Capital Partners
Massachusetts
$6.52M -$13.2M -553,870 -69%
Renaissance Technologies
12
Renaissance Technologies
New York
$6.1M +$3.45M +144,800 +166%
American Century Companies
13
American Century Companies
Missouri
$5.73M -$267K -11,217 -5%
BIT
14
BlackRock Institutional Trust
California
$5.49M +$1.37M +57,382 +38%
AL
15
AJO LP
Pennsylvania
$5.4M -$59.2K -2,485 -1%
BCM
16
Bridgeway Capital Management
Texas
$4.38M +$527K +22,150 +15%
State Street
17
State Street
Massachusetts
$4.13M +$397K +16,655 +12%
JP Morgan Chase
18
JP Morgan Chase
New York
$3.84M +$3.48M +146,131 New
SFM
19
Systematic Financial Management
New Jersey
$3.58M +$3.24M +136,095 New
New York State Common Retirement Fund
20
New York State Common Retirement Fund
New York
$3.5M +$2.76M +116,000 +669%
Charles Schwab
21
Charles Schwab
California
$3.29M -$122K -5,136 -4%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$2.97M +$222K +9,317 +9%
Morgan Stanley
23
Morgan Stanley
New York
$2.87M +$1.57M +65,949 +152%
Northern Trust
24
Northern Trust
Illinois
$2.71M -$72.8K -3,058 -3%
OAM
25
Oxford Asset Management
United Kingdom
$2.65M -$139K -5,833 -5%

RM Hedge Fund Activity: Q4 2016 in Review

104 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Regional Management Corp (RM) for Q4 2016, worth a combined $271M — up 21% from $224M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new RM positions and 7 closed out — a net gain of 12 holders — while 36 added to existing stakes and 40 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $3.48M. The largest seller was Glen Capital Partners, cutting an estimated $13.2M.

  • 104 institutional investors held Regional Management Corp (RM) as of Q4 2016, up from 93 in Q3 2016.
  • Funds reported $271M of Regional Management Corp stock for Q4 2016, up 21% quarter-over-quarter.
  • 19 funds opened new Regional Management Corp positions in Q4 2016 and 7 closed out, a net change of +12 holders.
  • The largest Regional Management Corp buyer in Q4 2016 was JP Morgan Chase, an estimated $3.48M added.
  • The largest Regional Management Corp seller in Q4 2016 was Glen Capital Partners, an estimated $13.2M sold.

Based on aggregated 13F filings for Q4 2016.