Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Regional Mgmt Corp (RM)

111 + Investors. Track Smart Money conviction in RM. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
1Q ▼
Buyers last Q
54%

Smart Money Signals — RM

Based on 112 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their RM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
112 hedge funds hold RM right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

60 buying51 selling
Last quarter: 60 funds bought or added vs 51 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 19 → 16 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 20% medium ■ 20% new
68 out of 112 hedge funds have held RM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +2%, value -15%

Value
-14%
Shares
+1%
Last quarter: funds added +2% more shares while total portfolio value only changed -15%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

17 → 8 → 19 → 16 → 15 new funds/Q
New funds entering each quarter: 8 → 19 → 16 → 15. A growing number of institutions are discovering RM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 70% of holders stayed 2+ years

■ 70% veterans ■ 8% 1-2yr ■ 22% new
Of 113 current holders: 79 (70%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds
36 of 112 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — RM

In 2026 Q1, 60 hedge funds were net buyers of RM (15 opened a new position, 45 added to an existing one), while 51 reduced or exited (32 trimmed, 19 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 31% of total institutional value in RM is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 112.

Hedge Fund Ownership: RM

How many hedge funds hold RM — quarterly history vs. share price
Quarterly hedge fund ownership of RM vs. share price

Market Analysis: RM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RM

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Regional Mgmt Corp (RM) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much RM has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
RM
nan%
XLF
+8.5%

RM outperformed XLF by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
RM
nan%
XLF
+4.8%

Since the filing became public, RM outperformed XLF by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 0 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: RM
111 + Investors

Track Smart Money conviction in RM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 111 116 -4.31%
13F Shares 8M 8M 1.54%
Total Value $267M $312M -14.52%
New Positions 14 16 -2
Increased Positions 45 45 -
Closed Positions 19 11 +8
Reduced Positions 32 33 -1
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RM

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

111 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in RM. Verified SEC 13F-HR filings.

QUARTER:
Top 25 RM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Forager Capital Management, LLC 16.36% 1,019,263 $32.9M
2 Tieton Capital Management, LLC 3.46% 320,224 $10.3M
3 Basswood Capital Management, L.L.C. 1.29% 820,677 $27.3M
4 Integrated Quantitative Investments LLC 0.21% 35,506 $1.1M
5 Globeflex Capital L P 0.17% 34,663 $1.1M
6 R Squared Ltd 0.12% 6,572 $212K
7 EntryPoint Capital, LLC 0.10% 10,328 $333K
8 Hillsdale Investment Management Inc. 0.09% 97,517 $3.1M
9 Bridgeway Capital Management, LLC 0.08% 117,209 $3.8M
10 Legato Capital Management LLC 0.06% 20,437 $659K
11 PDT Partners, LLC 0.04% 21,598 $697K
12 Dynamic Technology Lab Private Ltd 0.03% 6,630 $214K
13 Martingale Asset Management L P 0.02% 29,279 $944K
14 Empowered Funds, LLC 0.01% 60,709 $2.0M
15 Renaissance Technologies LLC 0.01% 223,233 $7.2M
16 Jacobs Levy Equity Management, Inc 0.01% 71,094 $2.3M
17 AlphaQuest LLC 0.01% 3,442 $133K
18 Hancock Whitney Corp 0.01% 9,519 $356K
19 Engineers Gate Manager LP 0.01% 15,022 $484K
20 Sei Investments Co 0.00% 157,151 $5.1M
21 American Century Companies Inc 0.00% 260,869 $8.4M
22 Trexquant Investment LP 0.00% 18,090 $583K
23 Panagora Asset Management Inc 0.00% 28,246 $911K
24 State of Wisconsin Investment Board 0.00% 34,066 $1.1M
25 Connor, Clark & Lunn Investment Management Ltd. 0.00% 33,621 $1.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Regional Mgmt Corp (RM)

What does the Smart Money Trend signal show for RM?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their RM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for RM?

Slight buying edge — 54% buying: Last quarter: 60 funds bought or added vs 51 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for RM holders?

Strong quality — 31% AUM from major funds: 36 of 112 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held RM?

61% of holders stayed for 2+ years: 68 out of 112 hedge funds have held RM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Regional Mgmt Corp (RM) following the 2026 Q1 hedge fund 13F filings?

As of today, RM has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), RM has gained nan% vs +8.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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