Pathward Financial
CASH
153 hedge funds and large institutions have $782M invested in Pathward Financial in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 58 increasing their positions, 42 reducing their positions, and 23 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 4 → 8 (+4)
44% more capital invested
Capital invested by funds: $543M → $782M (+$239M)
38% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 42
22% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 23
2.2% more ownership
Funds ownership: 70.08% → 72.28% (+2.2%)
1% more funds holding
Funds holding: 152 → 153 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SGI
Summit Global Investments
Bountiful,
Utah
|
+$18.9M |
| 2 |
Nuveen
Charlotte,
North Carolina
|
+$13.9M |
| 3 |
BlackRock
New York
|
+$11.4M |
| 4 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$8.23M |
| 5 |
OCM
Osterweis Capital Management
San Francisco,
California
|
+$3.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$6.65M |
| 2 |
Bank of New York Mellon
New York
|
-$5.87M |
| 3 |
CWM
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
-$4.5M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$4.49M |
| 5 |
BIM
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
-$3.8M |
CASH Hedge Fund Activity: Q2 2019 in Review
153 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Pathward Financial (CASH) for Q2 2019, worth a combined $782M — up 44% from $543M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new CASH positions and 23 closed out — a net gain of 5 holders — while 58 added to existing stakes and 42 trimmed.
The largest buyer was Summit Global Investments, opening a new position worth an estimated $18.9M. The largest seller was Wells Fargo, cutting an estimated $6.65M.
- 153 institutional investors held Pathward Financial (CASH) as of Q2 2019, up from 152 in Q1 2019.
- Funds reported $782M of Pathward Financial stock for Q2 2019, up 44% quarter-over-quarter.
- 28 funds opened new Pathward Financial positions in Q2 2019 and 23 closed out, a net change of +5 holders.
- The largest Pathward Financial buyer in Q2 2019 was Summit Global Investments, an estimated $18.9M added.
- The largest Pathward Financial seller in Q2 2019 was Wells Fargo, an estimated $6.65M sold.
Based on aggregated 13F filings for Q2 2019.