Cable One
CABO
240 hedge funds and large institutions have $2.56B invested in Cable One in 2016 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 63 increasing their positions, 73 reducing their positions, and 20 closing their positions.
70% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 20
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
9% more capital invested
Capital invested by funds: $2.35B → $2.56B (+$209M)
5% more funds holding
Funds holding: 228 → 240 (+12)
1.56% more ownership
Funds ownership: 70.43% → 71.99% (+1.6%)
14% less repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 73
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
SQ Advisors
Naples,
Florida
|
+$111M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$45.9M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$26.4M |
| 4 |
Renaissance Technologies
New York
|
+$11.3M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$10M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TP
Thunderbird Partners
London,
United Kingdom
|
-$83.9M |
| 2 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$26.2M |
| 3 |
CI
Cambiar Investors
Denver,
Colorado
|
-$25.4M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$12.9M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
-$11.5M |
CABO Hedge Fund Activity: Q4 2016 in Review
240 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Cable One (CABO) for Q4 2016, worth a combined $2.56B — up 8.9% from $2.35B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new CABO positions and 20 closed out — a net gain of 14 holders — while 63 added to existing stakes and 73 trimmed.
The largest buyer was SQ Advisors, adding an estimated $111M. The largest seller was Thunderbird Partners, exiting entirely with an estimated $83.9M sold.
- 240 institutional investors held Cable One (CABO) as of Q4 2016, up from 228 in Q3 2016.
- Funds reported $2.56B of Cable One stock for Q4 2016, up 8.9% quarter-over-quarter.
- 34 funds opened new Cable One positions in Q4 2016 and 20 closed out, a net change of +14 holders.
- The largest Cable One buyer in Q4 2016 was SQ Advisors, an estimated $111M added.
- The largest Cable One seller in Q4 2016 was Thunderbird Partners, an estimated $83.9M sold.
Based on aggregated 13F filings for Q4 2016.