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Regional Management Corp

79 hedge funds and large institutions have $224M invested in Regional Management Corp in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 24

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

19% more capital invested

Capital invested by funds: $188M → $224M (+$35.8M)

3% more funds holding

Funds holding: 7779 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.92% less ownership

Funds ownership: 79.69%78.77% (-0.92%)

Holders
79
Holders Change
+2
Holders Change %
+2.6%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
36
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$40.9M +$1.6M +58,908 +4%
FCM
2
Forager Capital Management
Alabama
$31.2M +$2.77M +102,416 +10%
BCM
3
Basswood Capital Management
New York
$29.3M +$2.08M +76,927 +8%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$21.2M -$253K -9,329 -1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$12.8M +$18.3K +674 +0.2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$11.6M -$7.82M -288,735 -42%
LSV Asset Management
7
LSV Asset Management
Illinois
$11.2M -$54.2K -2,000 -0.5%
TCM
8
Tieton Capital Management
Washington
$5.96M +$2.72M +100,560 +94%
Renaissance Technologies
9
Renaissance Technologies
New York
$5.79M +$48.8K +1,800 +0.9%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$5.33M +$200K +7,384 +4%
State Street
11
State Street
Massachusetts
$4.36M -$64.9K -2,394 -2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$3.21M +$151K +5,588 +5%
American Century Companies
13
American Century Companies
Missouri
$3.07M +$452K +16,683 +19%
BCM
14
Bridgeway Capital Management
Texas
$2.79M +$73.1K +2,700 +3%
KCM
15
Khrom Capital Management
Florida
$2.77M -$2.92M -107,737 -53%
Goldman Sachs
16
Goldman Sachs
New York
$2.42M +$325K +11,998 +17%
Northern Trust
17
Northern Trust
Illinois
$2.36M -$43.3K -1,599 -2%
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$1.7M -$106K -3,907 -6%
Morgan Stanley
19
Morgan Stanley
New York
$1.49M -$75.1K -2,772 -5%
Russell Investments Group
20
Russell Investments Group
United Kingdom
$1.46M +$1.3M +48,119 +1,823%
Charles Schwab
21
Charles Schwab
California
$1.42M -$523K -19,319 -28%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$1.25M +$103K +3,796 +10%
Los Angeles Capital Management
23
Los Angeles Capital Management
California
$1.22M -$146K -5,400 -11%
EF
24
Empowered Funds
Pennsylvania
$1.14M +$73.1K +2,700 +7%
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$1.11M +$67K +2,474 +7%

RM Hedge Fund Activity: Q2 2024 in Review

79 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Regional Management Corp (RM) for Q2 2024, worth a combined $224M — up 19% from $188M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new RM positions and 7 closed out — a net gain of 2 holders — while 36 added to existing stakes and 24 trimmed.

The largest buyer was Forager Capital Management, adding an estimated $2.77M. The largest seller was Wellington Management Group, cutting an estimated $7.82M.

  • 79 institutional investors held Regional Management Corp (RM) as of Q2 2024, up from 77 in Q1 2024.
  • Funds reported $224M of Regional Management Corp stock for Q2 2024, up 19% quarter-over-quarter.
  • 9 funds opened new Regional Management Corp positions in Q2 2024 and 7 closed out, a net change of +2 holders.
  • The largest Regional Management Corp buyer in Q2 2024 was Forager Capital Management, an estimated $2.77M added.
  • The largest Regional Management Corp seller in Q2 2024 was Wellington Management Group, an estimated $7.82M sold.

Based on aggregated 13F filings for Q2 2024.