Pathward Financial
CASH
229 hedge funds and large institutions have $1.19B invested in Pathward Financial in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 60 increasing their positions, 99 reducing their positions, and 20 closing their positions.
65% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 20
52% more call options, than puts
Call options by funds: $4.02M | Put options by funds: $2.65M
5% more funds holding
Funds holding: 218 → 229 (+11)
2.6% less ownership
Funds ownership: 90.55% → 87.95% (-2.6%)
8% less capital invested
Capital invested by funds: $1.3B → $1.19B (-$104M)
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
39% less repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 99
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$17.9M |
| 2 |
ZCM
Ziegler Capital Management
Chicago,
Illinois
|
+$6.29M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$5.56M |
| 4 |
Millennium Management
New York
|
+$4.26M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$4.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$45.7M |
| 2 |
Morgan Stanley
New York
|
-$21.4M |
| 3 |
GIM
Greenwich Investment Management
Norwalk,
Connecticut
|
-$6.86M |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$6.09M |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$4.58M |
CASH Hedge Fund Activity: Q1 2024 in Review
229 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Pathward Financial (CASH) for Q1 2024, worth a combined $1.19B — down 8% from $1.3B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new CASH positions and 20 closed out — a net gain of 13 holders — while 60 added to existing stakes and 99 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $17.9M. The largest seller was Goldman Sachs, cutting an estimated $45.7M.
- 229 institutional investors held Pathward Financial (CASH) as of Q1 2024, up from 218 in Q4 2023.
- Funds reported $1.19B of Pathward Financial stock for Q1 2024, down 8% quarter-over-quarter.
- 33 funds opened new Pathward Financial positions in Q1 2024 and 20 closed out, a net change of +13 holders.
- The largest Pathward Financial buyer in Q1 2024 was Wealth Enhancement Advisory Services, an estimated $17.9M added.
- The largest Pathward Financial seller in Q1 2024 was Goldman Sachs, an estimated $45.7M sold.
Based on aggregated 13F filings for Q1 2024.