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Regional Management Corp

80 hedge funds and large institutions have $240M invested in Regional Management Corp in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 27

18% more capital invested

Capital invested by funds: $203M → $240M (+$37M)

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

1% more funds holding

Funds holding: 7980 (+1)

0.06% more ownership

Funds ownership: 81.77%81.84% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
80
Holders Change
+1
Holders Change %
+1.27%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
33
Reduced
27
Closed
9
Calls
$18K
Puts
Net Calls
+$18K
Net Calls Change
+$13K
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
1
Forager Capital Management
Alabama
$35.9M +$274K +10,000 +0.9%
BlackRock
2
BlackRock
New York
$33.7M +$1.55M +56,424 +5%
BCM
3
Basswood Capital Management
New York
$28M +$1.24M +45,153 +5%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$23.6M -$508K -18,513 -2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$23.1M -$521K -18,992 -2%
Vanguard Group
6
Vanguard Group
Pennsylvania
$12.8M +$107K +3,904 +0.9%
LSV Asset Management
7
LSV Asset Management
Illinois
$12.3M -$87.8K -3,200 -0.8%
KCM
8
Khrom Capital Management
Florida
$9.32M
Renaissance Technologies
9
Renaissance Technologies
New York
$6.57M -$104K -3,800 -2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$4.85M +$69.6K +2,537 +2%
State Street
11
State Street
Massachusetts
$4.68M +$44.7K +1,630 +1%
TCM
12
Tieton Capital Management
Washington
$3.42M +$48K +1,750 +2%
Morgan Stanley
13
Morgan Stanley
New York
$3.33M +$456K +16,617 +18%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$3.15M -$57.3K -2,088 -2%
BCM
15
Bridgeway Capital Management
Texas
$2.62M +$27.2K +992 +1%
Northern Trust
16
Northern Trust
Illinois
$2.57M +$76.8K +2,798 +3%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$2.33M -$364K -13,251 -15%
American Century Companies
18
American Century Companies
Missouri
$2.27M +$53K +1,933 +3%
Charles Schwab
19
Charles Schwab
California
$2.25M +$15.4K +560 +0.8%
PAM
20
Panagora Asset Management
Massachusetts
$1.73M -$336K -12,262 -18%
Los Angeles Capital Management
21
Los Angeles Capital Management
California
$1.49M -$31.5K -1,147 -2%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$1.38M +$1.17M +42,614 +1,549%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
23
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.2M +$1M +36,500 +1,352%
N
24
Nuveen
North Carolina
$1.08M +$295K +10,769 +44%
Goldman Sachs
25
Goldman Sachs
New York
$1.07M -$3.07M -112,061 -76%

RM Hedge Fund Activity: Q2 2023 in Review

80 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Regional Management Corp (RM) for Q2 2023, worth a combined $240M — up 18% from $203M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new RM positions and 9 closed out — a net gain of 1 holder — while 33 added to existing stakes and 27 trimmed.

The largest buyer was BlackRock, adding an estimated $1.55M. The largest seller was Goldman Sachs, cutting an estimated $3.07M.

  • 80 institutional investors held Regional Management Corp (RM) as of Q2 2023, up from 79 in Q1 2023.
  • Funds reported $240M of Regional Management Corp stock for Q2 2023, up 18% quarter-over-quarter.
  • 10 funds opened new Regional Management Corp positions in Q2 2023 and 9 closed out, a net change of +1 holder.
  • The largest Regional Management Corp buyer in Q2 2023 was BlackRock, an estimated $1.55M added.
  • The largest Regional Management Corp seller in Q2 2023 was Goldman Sachs, an estimated $3.07M sold.

Based on aggregated 13F filings for Q2 2023.