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Regional Management Corp
RM

82 hedge funds and large institutions have $202M invested in Regional Management Corp in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 29

0.88% more ownership

Funds ownership: 81.04% → 81.91% (+0.88%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less funds holding

Funds holding: 83 → 82 (-1)

9% less capital invested

Capital invested by funds: $221M → $202M (-$19.1M)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
82
Holders Change
-1
Holders Change %
-1.2%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
30
Reduced
29
Closed
8
Calls
$35K
Puts
–
Net Calls
+$35K
Net Calls Change
+$35K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.75M
2
BlackRock
BlackRock
New York
+$2.23M
3
Goldman Sachs
Goldman Sachs
New York
+$798K
4
Man Group
Man Group
United Kingdom
+$318K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$274K

Top Sellers

Rank Fund Capital Flow
1
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$2.17M
2
Russell Investments Group
Russell Investments Group
United Kingdom
-$1.11M
3
KCM
Khrom Capital Management
Florida
-$837K
4
Millennium Management
Millennium Management
New York
-$625K
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$296K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$34.7M +$2.23M +92,114 +7%
FCM
2
Forager Capital Management
Alabama
$24.7M +$260K +10,700 +1%
BCM
3
Basswood Capital Management
New York
$23M – – –
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$19M -$30K -1,237 -0.2%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$18.3M – – –
Vanguard Group
6
Vanguard Group
Pennsylvania
$10.8M +$274K +11,314 +3%
LSV Asset Management
7
LSV Asset Management
Illinois
$9.8M -$277K -11,400 -3%
KCM
8
Khrom Capital Management
Florida
$5.94M -$837K -34,493 -13%
Renaissance Technologies
9
Renaissance Technologies
New York
$5.19M -$142K -5,869 -3%
Morgan Stanley
10
Morgan Stanley
New York
$5.05M +$2.75M +113,448 +129%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$4.32M +$152K +6,287 +4%
State Street
12
State Street
Massachusetts
$3.83M +$25.6K +1,055 +0.7%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$2.69M +$3.2K +132 +0.1%
TCM
14
Tieton Capital Management
Washington
$2.66M -$18.2K -750 -0.7%
BCM
15
Bridgeway Capital Management
Texas
$2.29M +$74.5K +3,072 +3%
American Century Companies
16
American Century Companies
Missouri
$2.26M +$138K +5,673 +7%
Northern Trust
17
Northern Trust
Illinois
$2.23M +$99.2K +4,090 +5%
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$1.95M -$68.9K -2,841 -4%
Goldman Sachs
19
Goldman Sachs
New York
$1.94M +$798K +32,901 +74%
Charles Schwab
20
Charles Schwab
California
$1.75M – – –
Millennium Management
21
Millennium Management
New York
$1.39M -$625K -25,789 -32%
Los Angeles Capital Management
22
Los Angeles Capital Management
California
$1.21M -$121 -5 -0%
PAM
23
Panagora Asset Management
Massachusetts
$1.1M -$290K -11,967 -21%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$993K -$296K -12,215 -24%
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$937K -$20.5K -845 -2%
1
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RM Hedge Fund Activity: Q4 2023 in Review

82 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Regional Management Corp (RM) for Q4 2023, worth a combined $202M — down 8.6% from $221M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of RM and 7 opened new positions — a net loss of 1 holder — while 29 trimmed existing stakes and 30 added.

The largest buyer was Morgan Stanley, adding an estimated $2.75M. The largest seller was Assenagon Asset Management, exiting entirely with an estimated $2.17M sold.

  • 82 institutional investors held Regional Management Corp (RM) as of Q4 2023, down from 83 in Q3 2023.
  • Funds reported $202M of Regional Management Corp stock for Q4 2023, down 8.6% quarter-over-quarter.
  • 7 funds opened new Regional Management Corp positions in Q4 2023 and 8 closed out, a net change of -1 holder.
  • The largest Regional Management Corp buyer in Q4 2023 was Morgan Stanley, an estimated $2.75M added.
  • The largest Regional Management Corp seller in Q4 2023 was Assenagon Asset Management, an estimated $2.17M sold.

Based on aggregated 13F filings for Q4 2023.