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Regional Management Corp

83 hedge funds and large institutions have $221M invested in Regional Management Corp in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

36% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 25

4% more funds holding

Funds holding: 8083 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.8% less ownership

Funds ownership: 81.84%81.04% (-0.8%)

8% less capital invested

Capital invested by funds: $240M → $221M (-$19.2M)

Holders
83
Holders Change
+3
Holders Change %
+3.75%
% of All Funds
1.32%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
34
Reduced
25
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$35.7M +$5.47M +184,244 +17%
FCM
2
Forager Capital Management
Alabama
$26.9M -$6.05M -203,635 -17%
BCM
3
Basswood Capital Management
New York
$25.4M
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$21M +$75.2K +2,532 +0.3%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$20.2M -$1.3M -43,900 -6%
Vanguard Group
6
Vanguard Group
Pennsylvania
$11.6M +$19.6K +659 +0.2%
LSV Asset Management
7
LSV Asset Management
Illinois
$11.1M
KCM
8
Khrom Capital Management
Florida
$7.51M -$1.01M -34,027 -11%
Renaissance Technologies
9
Renaissance Technologies
New York
$5.89M -$75.2K -2,531 -1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$4.59M +$200K +6,725 +4%
State Street
11
State Street
Massachusetts
$4.2M -$57.6K -1,938 -1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.97M +$111K +3,737 +4%
TCM
13
Tieton Capital Management
Washington
$2.96M -$159K -5,365 -5%
BCM
14
Bridgeway Capital Management
Texas
$2.45M +$75.1K +2,528 +3%
Morgan Stanley
15
Morgan Stanley
New York
$2.44M -$625K -21,031 -19%
Northern Trust
16
Northern Trust
Illinois
$2.34M +$8.59K +289 +0.3%
American Century Companies
17
American Century Companies
Missouri
$2.34M +$294K +9,893 +13%
Millennium Management
18
Millennium Management
New York
$2.25M +$1.52M +50,997 +169%
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$2.23M +$125K +4,202 +5%
Assenagon Asset Management
20
Assenagon Asset Management
Luxembourg
$2.17M +$2.33M +78,410 New
Charles Schwab
21
Charles Schwab
California
$1.93M -$125K -4,211 -6%
PAM
22
Panagora Asset Management
Massachusetts
$1.55M -$26.9K -904 -2%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$1.44M +$1.11M +37,187 +254%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$1.35M +$99.6K +3,353 +7%
Los Angeles Capital Management
25
Los Angeles Capital Management
California
$1.33M -$18.7K -629 -1%

RM Hedge Fund Activity: Q3 2023 in Review

83 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Regional Management Corp (RM) for Q3 2023, worth a combined $221M — down 8% from $240M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new RM positions and 8 closed out — a net gain of 4 holders — while 34 added to existing stakes and 25 trimmed.

The largest buyer was BlackRock, adding an estimated $5.47M. The largest seller was Forager Capital Management, cutting an estimated $6.05M.

  • 83 institutional investors held Regional Management Corp (RM) as of Q3 2023, up from 80 in Q2 2023.
  • Funds reported $221M of Regional Management Corp stock for Q3 2023, down 8% quarter-over-quarter.
  • 12 funds opened new Regional Management Corp positions in Q3 2023 and 8 closed out, a net change of +4 holders.
  • The largest Regional Management Corp buyer in Q3 2023 was BlackRock, an estimated $5.47M added.
  • The largest Regional Management Corp seller in Q3 2023 was Forager Capital Management, an estimated $6.05M sold.

Based on aggregated 13F filings for Q3 2023.