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Regional Management Corp

75 hedge funds and large institutions have $206M invested in Regional Management Corp in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.82% more ownership

Funds ownership: 82.77%84.59% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less funds holding

Funds holding: 7975 (-4)

7% less capital invested

Capital invested by funds: $222M → $206M (-$16M)

17% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 29

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

Holders
75
Holders Change
-4
Holders Change %
-5.06%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
24
Reduced
29
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$29.3M +$2.39M +81,123 +8%
FCM
2
Forager Capital Management
Alabama
$27.4M +$7.85M +266,634 +38%
BCM
3
Basswood Capital Management
New York
$24.5M -$4.88M -165,784 -16%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$22.3M +$3.57M +121,189 +18%
Vanguard Group
5
Vanguard Group
Pennsylvania
$12.1M -$272K -9,217 -2%
LSV Asset Management
6
LSV Asset Management
Illinois
$11.1M +$1.67M +56,618 +17%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$10.9M -$2.18M -73,985 -16%
KCM
8
Khrom Capital Management
Florida
$9.79M +$1.19M +40,468 +13%
Renaissance Technologies
9
Renaissance Technologies
New York
$6.27M -$501K -17,000 -7%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$4.26M +$36.3K +1,232 +0.8%
State Street
11
State Street
Massachusetts
$4.25M +$29.2K +990 +0.7%
Goldman Sachs
12
Goldman Sachs
New York
$4.24M -$215K -7,302 -5%
Charles Schwab
13
Charles Schwab
California
$4.18M +$707K +24,014 +19%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$3.78M -$759K -25,769 -16%
TCM
15
Tieton Capital Management
Washington
$3.43M -$19.4K -658 -0.5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$3.04M +$608K +20,649 +24%
Morgan Stanley
17
Morgan Stanley
New York
$2.71M -$347K -11,770 -11%
BCM
18
Bridgeway Capital Management
Texas
$2.43M
Northern Trust
19
Northern Trust
Illinois
$2.35M -$30.5K -1,037 -1%
PAM
20
Panagora Asset Management
Massachusetts
$2.09M -$133K -4,527 -6%
American Century Companies
21
American Century Companies
Missouri
$1.78M +$240K +8,156 +15%
Los Angeles Capital Management
22
Los Angeles Capital Management
California
$1.66M -$32.4K -1,100 -2%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$1.26M -$106K -3,607 -7%
Invesco
24
Invesco
Georgia
$1.17M +$453K +15,373 +58%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
25
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$991K +$1.04M +35,300 New

RM Hedge Fund Activity: Q4 2022 in Review

75 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Regional Management Corp (RM) for Q4 2022, worth a combined $206M — down 7.2% from $222M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of RM and 7 opened new positions — a net loss of 4 holders — while 29 trimmed existing stakes and 24 added.

The largest buyer was Forager Capital Management, adding an estimated $7.85M. The largest seller was Basswood Capital Management, cutting an estimated $4.88M.

  • 75 institutional investors held Regional Management Corp (RM) as of Q4 2022, down from 79 in Q3 2022.
  • Funds reported $206M of Regional Management Corp stock for Q4 2022, down 7.2% quarter-over-quarter.
  • 7 funds opened new Regional Management Corp positions in Q4 2022 and 11 closed out, a net change of -4 holders.
  • The largest Regional Management Corp buyer in Q4 2022 was Forager Capital Management, an estimated $7.85M added.
  • The largest Regional Management Corp seller in Q4 2022 was Basswood Capital Management, an estimated $4.88M sold.

Based on aggregated 13F filings for Q4 2022.