Cable One
CABO
293 hedge funds and large institutions have $2.83B invested in Cable One in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 93 increasing their positions, 103 reducing their positions, and 47 closing their positions.
0.9% less ownership
Funds ownership: 91.35% → 90.45% (-0.9%)
4% less first-time investments, than exits
New positions opened: 45 | Existing positions closed: 47
10% less repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 103
2% less funds holding
Funds holding: 299 → 293 (-6)
11% less capital invested
Capital invested by funds: $3.16B → $2.83B (-$333M)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCP
Clarkston Capital Partners
Rochester,
Michigan
|
+$74M |
| 2 |
Morgan Stanley
New York
|
+$34.9M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$31.4M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$15.8M |
| 5 |
BlackRock
New York
|
+$10.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$128M |
| 2 |
Westfield Capital Management
Boston,
Massachusetts
|
-$40.1M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$34.5M |
| 4 |
AC
AltraVue Capital
Bellevue,
Washington
|
-$25.3M |
| 5 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
-$20.8M |
CABO Hedge Fund Activity: Q4 2023 in Review
293 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Cable One (CABO) for Q4 2023, worth a combined $2.83B — down 11% from $3.16B a quarter earlier.
Sellers outnumbered buyers: 47 funds closed out of CABO and 45 opened new positions — a net loss of 2 holders — while 103 trimmed existing stakes and 93 added.
The largest buyer was Clarkston Capital Partners, opening a new position worth an estimated $74M. The largest seller was Wellington Management Group, cutting an estimated $128M.
- 293 institutional investors held Cable One (CABO) as of Q4 2023, down from 299 in Q3 2023.
- Funds reported $2.83B of Cable One stock for Q4 2023, down 11% quarter-over-quarter.
- 45 funds opened new Cable One positions in Q4 2023 and 47 closed out, a net change of -2 holders.
- The largest Cable One buyer in Q4 2023 was Clarkston Capital Partners, an estimated $74M added.
- The largest Cable One seller in Q4 2023 was Wellington Management Group, an estimated $128M sold.
Based on aggregated 13F filings for Q4 2023.