We are live on ! Find out more
RM icon

Regional Management Corp

79 hedge funds and large institutions have $222M invested in Regional Management Corp in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 32 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 30

1.11% less ownership

Funds ownership: 83.88%82.77% (-1.1%)

15% less funds holding

Funds holding: 9379 (-14)

27% less capital invested

Capital invested by funds: $303M → $222M (-$80.8M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

60% less call options, than puts

Call options by funds: $36K | Put options by funds: $90K

75% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 16

Holders
79
Holders Change
-14
Holders Change %
-15.05%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
4
Increased
32
Reduced
30
Closed
16
Calls
$36K
Puts
$90K
Net Calls
-$54K
Net Calls Change
+$245K
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Basswood Capital Management
New York
$29.1M -$5.21M -143,386 -12%
BlackRock
2
BlackRock
New York
$27M +$1.46M +40,186 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$21.2M -$528K -14,531 -2%
FCM
4
Forager Capital Management
Alabama
$19.9M +$5.11M +140,529 +25%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$18.9M +$1.14M +31,361 +5%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$12.9M +$138K +3,795 +0.8%
Vanguard Group
7
Vanguard Group
Pennsylvania
$12.4M +$551K +15,161 +4%
LSV Asset Management
8
LSV Asset Management
Illinois
$9.52M -$223K -6,146 -2%
KCM
9
Khrom Capital Management
Florida
$8.64M +$4.52M +124,407 +68%
Renaissance Technologies
10
Renaissance Technologies
New York
$6.73M -$978K -26,900 -10%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$4.5M -$1.27M -34,899 -18%
Goldman Sachs
12
Goldman Sachs
New York
$4.44M +$108K +2,967 +2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$4.22M +$66.4K +1,826 +1%
State Street
14
State Street
Massachusetts
$4.21M -$90.1K -2,478 -2%
Charles Schwab
15
Charles Schwab
California
$3.51M +$704K +19,366 +18%
TCM
16
Tieton Capital Management
Washington
$3.44M -$13.4K -370 -0.3%
Morgan Stanley
17
Morgan Stanley
New York
$3.03M +$797K +21,918 +25%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$2.46M +$106K +2,928 +3%
BCM
19
Bridgeway Capital Management
Texas
$2.42M
Northern Trust
20
Northern Trust
Illinois
$2.38M -$40.4K -1,112 -1%
PAM
21
Panagora Asset Management
Massachusetts
$2.21M +$4.76K +131 +0.2%
Fuller & Thaler Asset Management
22
Fuller & Thaler Asset Management
California
$1.78M +$62.7K +1,725 +3%
Los Angeles Capital Management
23
Los Angeles Capital Management
California
$1.69M -$255K -7,015 -10%
American Century Companies
24
American Century Companies
Missouri
$1.55M +$44.4K +1,223 +2%
Millennium Management
25
Millennium Management
New York
$1.5M +$294K +8,093 +18%

RM Hedge Fund Activity: Q3 2022 in Review

79 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Regional Management Corp (RM) for Q3 2022, worth a combined $222M — down 27% from $303M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of RM and 4 opened new positions — a net loss of 12 holders — while 30 trimmed existing stakes and 32 added.

The largest buyer was Forager Capital Management, adding an estimated $5.11M. The largest seller was Nuveen, cutting an estimated $6.42M.

  • 79 institutional investors held Regional Management Corp (RM) as of Q3 2022, down from 93 in Q2 2022.
  • Funds reported $222M of Regional Management Corp stock for Q3 2022, down 27% quarter-over-quarter.
  • 4 funds opened new Regional Management Corp positions in Q3 2022 and 16 closed out, a net change of -12 holders.
  • The largest Regional Management Corp buyer in Q3 2022 was Forager Capital Management, an estimated $5.11M added.
  • The largest Regional Management Corp seller in Q3 2022 was Nuveen, an estimated $6.42M sold.

Based on aggregated 13F filings for Q3 2022.