Pathward Financial
CASH
66 hedge funds and large institutions have $144M invested in Pathward Financial in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
16% more capital invested
Capital invested by funds: $125M → $144M (+$19.8M)
12% more funds holding
Funds holding: 59 → 66 (+7)
8% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 24
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCC
Second Curve Capital
Radnor,
Pennsylvania
|
+$6.97M |
| 2 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
+$924K |
| 3 |
AC
Ascend Capital
Orinda,
California
|
+$713K |
| 4 |
AWCI
Alpine Woods Capital Investors
Purchase,
New York
|
+$571K |
| 5 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$499K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$1.74M |
| 2 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$1.25M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.02M |
| 4 |
RBLCM
Roaring Blue Lion Capital Management
Dallas,
Texas
|
-$918K |
| 5 |
Renaissance Technologies
New York
|
-$856K |
CASH Hedge Fund Activity: Q1 2014 in Review
66 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Pathward Financial (CASH) for Q1 2014, worth a combined $144M — up 16% from $125M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new CASH positions and 2 closed out — a net gain of 7 holders — while 26 added to existing stakes and 24 trimmed.
The largest buyer was Second Curve Capital, adding an estimated $6.97M. The largest seller was Deutsche Bank, cutting an estimated $1.74M.
- 66 institutional investors held Pathward Financial (CASH) as of Q1 2014, up from 59 in Q4 2013.
- Funds reported $144M of Pathward Financial stock for Q1 2014, up 16% quarter-over-quarter.
- 9 funds opened new Pathward Financial positions in Q1 2014 and 2 closed out, a net change of +7 holders.
- The largest Pathward Financial buyer in Q1 2014 was Second Curve Capital, an estimated $6.97M added.
- The largest Pathward Financial seller in Q1 2014 was Deutsche Bank, an estimated $1.74M sold.
Based on aggregated 13F filings for Q1 2014.