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Regional Management Corp

102 hedge funds and large institutions have $466M invested in Regional Management Corp in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 24 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

20% more capital invested

Capital invested by funds: $390M → $466M (+$76.1M)

13% more funds holding

Funds holding: 90102 (+12)

1% less ownership

Funds ownership: 78.81%77.8% (-1%)

44% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 43

Holders
102
Holders Change
+12
Holders Change %
+13.33%
% of All Funds
1.79%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
21
Increased
24
Reduced
43
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Basswood Capital Management
New York
$74.2M -$2.41M -43,762 -3%
BlackRock
2
BlackRock
New York
$53.5M -$577K -10,472 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$50M -$65.2K -1,182 -0.1%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$40M -$11.8M -214,137 -24%
Vanguard Group
5
Vanguard Group
Pennsylvania
$26.5M +$598K +10,856 +2%
LSV Asset Management
6
LSV Asset Management
Illinois
$24.8M -$1.09M -19,859 -4%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$24.3M +$6.72M +121,847 +41%
Renaissance Technologies
8
Renaissance Technologies
New York
$17.1M -$1.1M -19,900 -6%
N
9
Nuveen
North Carolina
$10.9M -$302K -5,479 -3%
TCM
10
Tieton Capital Management
Washington
$10.5M -$303K -5,490 -3%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$9.57M +$730K +13,249 +9%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$9.53M +$920K +16,691 +11%
KCM
13
Khrom Capital Management
Florida
$9.03M +$276K +5,000 +3%
State Street
14
State Street
Massachusetts
$8.61M -$893K -16,195 -10%
Goldman Sachs
15
Goldman Sachs
New York
$7.47M -$427K -7,755 -6%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$6.74M -$176K -3,200 -3%
Northern Trust
17
Northern Trust
Illinois
$5.5M -$448K -8,129 -8%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$5.3M -$573K -10,402 -10%
BCM
19
Bridgeway Capital Management
Texas
$5.03M
PAM
20
Panagora Asset Management
Massachusetts
$4.97M +$376K +6,813 +9%
EI
21
EAM Investors
California
$4.01M
Prudential Financial
22
Prudential Financial
New Jersey
$3.9M -$2.17M -39,453 -37%
Fuller & Thaler Asset Management
23
Fuller & Thaler Asset Management
California
$3.59M -$13K -235 -0.4%
SCC
24
Second Curve Capital
Pennsylvania
$3.25M -$386K -7,000 -11%
Invesco
25
Invesco
Georgia
$3.13M -$288K -5,225 -9%

RM Hedge Fund Activity: Q3 2021 in Review

102 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Regional Management Corp (RM) for Q3 2021, worth a combined $466M — up 20% from $390M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new RM positions and 9 closed out — a net gain of 12 holders — while 24 added to existing stakes and 43 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $6.72M. The largest seller was Wellington Management Group, cutting an estimated $11.8M.

  • 102 institutional investors held Regional Management Corp (RM) as of Q3 2021, up from 90 in Q2 2021.
  • Funds reported $466M of Regional Management Corp stock for Q3 2021, up 20% quarter-over-quarter.
  • 21 funds opened new Regional Management Corp positions in Q3 2021 and 9 closed out, a net change of +12 holders.
  • The largest Regional Management Corp buyer in Q3 2021 was Fidelity Investments, an estimated $6.72M added.
  • The largest Regional Management Corp seller in Q3 2021 was Wellington Management Group, an estimated $11.8M sold.

Based on aggregated 13F filings for Q3 2021.