Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Regional Mgmt Corp (RM)

120 + 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
↑ +9
Streak
1Q ▲
Buyers last Q
63%

Smart Money Signals — RM

Based on 121 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added RM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
121 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.
🚀

Fast accumulation — +21% more funds vs a year ago

fund count last 6Q
+21 new funds entered over the past year (+21% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 63% buying

72 buying43 selling
Last quarter: 72 funds were net buyers (21 opened a brand new position + 51 added to an existing one). Only 43 were sellers (31 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new RM position: 19 → 16 → 15 → 21. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 26% medium ■ 15% new
72 out of 121 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.
💰

Price up while funds trimmed (+19% value, -0% shares)

Value
+19%
Shares
0%
Last quarter: total value of institutional RM holdings rose +19% even though funds reduced share count by 0%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~21 new funds/quarter

8 → 19 → 16 → 15 → 21 new funds/Q
New funds entering each quarter: 19 → 16 → 15 → 21. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 70% veterans vs 20% newcomers

■ 70% veterans ■ 10% 1-2yr ■ 20% new
Entry-cohort mix of 121 holders: 85 (70%) are 2+ year veterans, 12 entered 1–2 years ago, and 24 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
42 of 121 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in RM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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 Q2, 72 hedge funds were net buyers of RM (21 opened a new position, 51 added to an existing one), while 43 reduced or exited (31 trimmed, 12 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. 50% of total institutional value in RM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 121.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 0 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: RM
120 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 120 112 7.14%
13F Shares 8M 8M -0.3%
Total Value $318M $267M 19.07%
New Positions 21 15 +6
Increased Positions 50 45 +5
Closed Positions 13 19 -6
Reduced Positions 31 32 -1
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RM

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Financial Highlights

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Institutional Holders (2026 Q2)

120 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Forager Capital Management, LLC 14.69% 948,458 $39.1M
2 Tieton Capital Management, LLC 3.77% 318,259 $13.1M
3 Basswood Capital Management, L.L.C. 1.40% 855,425 $35.2M
4 Globeflex Capital L P 0.18% 34,663 $1.4M
5 Hillsdale Investment Management Inc. 0.11% 113,717 $4.7M
6 Integrated Quantitative Investments LLC 0.11% 15,784 $650K
7 Bridgeway Capital Management, LLC 0.09% 121,804 $5.0M
8 Dynamic Technology Lab Private Ltd 0.06% 6,745 $278K
9 PDT Partners, LLC 0.05% 24,998 $1.0M
10 Martingale Asset Management L P 0.03% 25,629 $1.1M
11 Legato Capital Management LLC 0.02% 6,840 $282K
12 Jacobs Levy Equity Management, Inc 0.02% 105,713 $4.4M
13 Empowered Funds, LLC 0.01% 65,304 $2.7M
14 Renaissance Technologies LLC 0.01% 185,541 $7.6M
15 Seizert Capital Partners, LLC 0.01% 5,445 $224K
16 Hancock Whitney Corp 0.01% 9,734 $401K
17 Trexquant Investment LP 0.01% 27,340 $1.1M
18 Panagora Asset Management Inc 0.01% 47,955 $2.0M
19 American Century Companies Inc 0.01% 289,157 $11.9M
20 Susquehanna Fundamental Investments, LLC 0.01% 6,461 $266K
21 XTX Topco Ltd 0.00% 8,576 $353K
22 Man Group plc 0.00% 55,048 $2.3M
23 Quadrature Capital Ltd 0.00% 8,932 $368K
24 State of Wisconsin Investment Board 0.00% 37,666 $1.6M
25 Sei Investments Co 0.00% 74,811 $3.1M
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added RM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for RM?

More buyers than sellers — 63% buying: Last quarter: 72 funds were net buyers (21 opened a brand new position + 51 added to an existing one). Only 43 were sellers (31 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for RM holders?

Elite ownership — 50% AUM from top-100 funds: 42 of 121 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in RM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held RM?

60% of holders stayed for 2+ years: 72 out of 121 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.

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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