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Regional Management Corp
RM

87 hedge funds and large institutions have $198M invested in Regional Management Corp in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 40 increasing their positions, 27 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 27

2.73% less ownership

Funds ownership: 90.25% → 87.52% (-2.7%)

16% less funds holding

Funds holding: 104 → 87 (-17)

27% less capital invested

Capital invested by funds: $271M → $198M (-$73.9M)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

67% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 18

Holders
87
Holders Change
-17
Holders Change %
-16.35%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
6
Increased
40
Reduced
27
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$13.8M
2
Millennium Management
Millennium Management
New York
+$3.3M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$2.99M
4
Renaissance Technologies
Renaissance Technologies
New York
+$2.75M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$2.7M

Top Sellers

Rank Fund Capital Flow
1
SCC
Second Curve Capital
Pennsylvania
-$11.4M
2
AL
AJO LP
Pennsylvania
-$5.4M
3
HIS
Horizon Investment Services
Indiana
-$1.77M
4
GCP
GSA Capital Partners
United Kingdom
-$1.69M
5
NI
Numeric Investors
Massachusetts
-$1.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$22.3M +$2.31M +103,176 +10%
BCM
2
Basswood Capital Management
New York
$22.2M +$1.2M +53,711 +5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$13.8M +$1.81M +80,788 +13%
LSV Asset Management
4
LSV Asset Management
Illinois
$12.8M +$1.4M +62,500 +10%
Vanguard Group
5
Vanguard Group
Pennsylvania
$12.6M +$2.2M +98,504 +18%
BlackRock
6
BlackRock
New York
$12.1M +$13.8M +617,552 +21,041%
NI
7
Numeric Investors
Massachusetts
$9.37M -$1.39M -61,989 -11%
Renaissance Technologies
8
Renaissance Technologies
New York
$6.9M +$2.75M +122,900 +53%
TCM
9
Tieton Capital Management
Washington
$5.74M -$174K -7,760 -3%
PGIM
10
Pacific Global Investment Management
California
$4.71M -$160K -7,165 -3%
SCC
11
Second Curve Capital
Pennsylvania
$4.25M -$11.4M -509,759 -70%
State Street
12
State Street
Massachusetts
$3.39M +$388K +17,353 +11%
AQR Capital Management
13
AQR Capital Management
Connecticut
$3.38M +$2.7M +120,884 +227%
Charles Schwab
14
Charles Schwab
California
$3.19M +$869K +38,864 +31%
BCM
15
Bridgeway Capital Management
Texas
$3.15M -$104K -4,650 -3%
American Century Companies
16
American Century Companies
Missouri
$3.13M -$1.27M -56,983 -26%
Millennium Management
17
Millennium Management
New York
$2.86M +$3.3M +147,390 New
Wells Fargo
18
Wells Fargo
California
$2.7M +$2.5M +111,573 +409%
New York State Common Retirement Fund
19
New York State Common Retirement Fund
New York
$2.66M +$76.2K +3,407 +3%
SFM
20
Systematic Financial Management
New Jersey
$2.63M -$17.6K -785 -0.6%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$2.6M +$2.99M +133,636 New
MCM
22
Matarin Capital Management
New York
$2.49M +$1.25M +56,059 +78%
OAM
23
Oxford Asset Management
United Kingdom
$2.42M +$532K +23,788 +24%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$2.32M +$141K +6,280 +6%
JP Morgan Chase
25
JP Morgan Chase
New York
$2.29M -$629K -28,106 -19%
1
2 3 4 5

RM Hedge Fund Activity: Q1 2017 in Review

87 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Regional Management Corp (RM) for Q1 2017, worth a combined $198M — down 27% from $271M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of RM and 6 opened new positions — a net loss of 12 holders — while 27 trimmed existing stakes and 40 added.

The largest buyer was BlackRock, adding an estimated $13.8M. The largest seller was Second Curve Capital, cutting an estimated $11.4M.

  • 87 institutional investors held Regional Management Corp (RM) as of Q1 2017, down from 104 in Q4 2016.
  • Funds reported $198M of Regional Management Corp stock for Q1 2017, down 27% quarter-over-quarter.
  • 6 funds opened new Regional Management Corp positions in Q1 2017 and 18 closed out, a net change of -12 holders.
  • The largest Regional Management Corp buyer in Q1 2017 was BlackRock, an estimated $13.8M added.
  • The largest Regional Management Corp seller in Q1 2017 was Second Curve Capital, an estimated $11.4M sold.

Based on aggregated 13F filings for Q1 2017.