Pathward Financial
CASH
110 hedge funds and large institutions have $302M invested in Pathward Financial in 2016 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 43 increasing their positions, 22 reducing their positions, and 4 closing their positions.
625% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 4
95% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 22
29% more funds holding
Funds holding: 85 → 110 (+25)
25% more capital invested
Capital invested by funds: $242M → $302M (+$60M)
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
EJF Capital
Arlington,
Virginia
|
+$16.6M |
| 2 |
California Public Employees Retirement System
Sacramento,
California
|
+$3.06M |
| 3 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$2.77M |
| 4 |
ECM
Exchange Capital Management
Ann Arbor,
Michigan
|
+$2.2M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
-$8.38M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$5.35M |
| 3 |
SCC
Second Curve Capital
Radnor,
Pennsylvania
|
-$4.25M |
| 4 |
CAM
ClariVest Asset Management
San Diego,
California
|
-$766K |
| 5 |
CC
Consector Capital
New York
|
-$336K |
CASH Hedge Fund Activity: Q2 2016 in Review
110 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Pathward Financial (CASH) for Q2 2016, worth a combined $302M — up 25% from $242M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new CASH positions and 4 closed out — a net gain of 25 holders — while 43 added to existing stakes and 22 trimmed.
The largest buyer was EJF Capital, adding an estimated $16.6M. The largest seller was Philadelphia Financial Management of San Francisco, cutting an estimated $8.38M.
- 110 institutional investors held Pathward Financial (CASH) as of Q2 2016, up from 85 in Q1 2016.
- Funds reported $302M of Pathward Financial stock for Q2 2016, up 25% quarter-over-quarter.
- 29 funds opened new Pathward Financial positions in Q2 2016 and 4 closed out, a net change of +25 holders.
- The largest Pathward Financial buyer in Q2 2016 was EJF Capital, an estimated $16.6M added.
- The largest Pathward Financial seller in Q2 2016 was Philadelphia Financial Management of San Francisco, an estimated $8.38M sold.
Based on aggregated 13F filings for Q2 2016.