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Cass Information Systems

100 hedge funds and large institutions have $376M invested in Cass Information Systems in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

0.25% less ownership

Funds ownership: 67.33%67.08% (-0.25%)

6% less funds holding

Funds holding: 106100 (-6)

10% less capital invested

Capital invested by funds: $419M → $376M (-$43.2M)

19% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 37

81% less call options, than puts

Call options by funds: $46K | Put options by funds: $238K

Holders
100
Holders Change
-6
Holders Change %
-5.66%
% of All Funds
2.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
30
Reduced
37
Closed
10
Calls
$46K
Puts
$238K
Net Calls
-$192K
Net Calls Change
-$746K
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$66.9M +$1.74M +34,671 +3%
BlackRock
2
BlackRock
New York
$43.8M +$43.7M +872,539 +39,410%
Vanguard Group
3
Vanguard Group
Pennsylvania
$32.2M +$1.49M +29,733 +5%
RP
4
Riverbridge Partners
Minnesota
$30.5M -$1.3M -26,023 -4%
HA
5
Homestead Advisers
Virginia
$25.4M
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$21.4M +$406K +8,117 +2%
ACM
7
Atlanta Capital Management
Georgia
$21M -$2.21M -44,149 -10%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$18.6M -$10.3K -206 -0.1%
State Street
9
State Street
Massachusetts
$13.2M -$38.3K -766 -0.3%
Northern Trust
10
Northern Trust
Illinois
$12.5M +$85.9K +1,716 +0.7%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$9.93M +$1.41M +28,126 +17%
ProShare Advisors
12
ProShare Advisors
Maryland
$6.53M +$967K +19,325 +17%
WCM Investment Management
13
WCM Investment Management
California
$5.51M +$158K +3,148 +3%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$5.24M +$189K +3,778 +4%
Bank of America
15
Bank of America
North Carolina
$4.68M +$51.7K +1,033 +1%
PFC
16
Phocas Financial Corp
California
$4.41M -$590K -11,782 -12%
RA
17
Royce & Associates
New York
$3.25M
Renaissance Technologies
18
Renaissance Technologies
New York
$3.17M +$2.09M +41,697 +193%
Charles Schwab
19
Charles Schwab
California
$2.8M +$264K +5,266 +10%
CIC
20
Crawford Investment Counsel
Georgia
$2.55M +$2.55M +50,860 New
KCM
21
Kennedy Capital Management
Missouri
$2.52M +$2.52M +50,346 New
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$2.35M +$2.35M +46,929 New
GIA
23
GHP Investment Advisors
Colorado
$2.12M +$106K +2,117 +5%
EFSCE
24
Enterprise Financial Services Corp (EFSC)
Missouri
$2.06M -$56.6K -1,130 -3%
TCIM
25
TIAA CREF Investment Management
New York
$1.95M -$125K -2,499 -6%

CASS Hedge Fund Activity: Q1 2017 in Review

100 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Cass Information Systems (CASS) for Q1 2017, worth a combined $376M — down 10% from $419M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new CASS positions and 10 closed out — a net gain of 1 holder — while 30 added to existing stakes and 37 trimmed.

The largest buyer was BlackRock, adding an estimated $43.7M. The largest seller was UBS Group, cutting an estimated $4.41M.

  • 100 institutional investors held Cass Information Systems (CASS) as of Q1 2017, down from 106 in Q4 2016.
  • Funds reported $376M of Cass Information Systems stock for Q1 2017, down 10% quarter-over-quarter.
  • 11 funds opened new Cass Information Systems positions in Q1 2017 and 10 closed out, a net change of +1 holder.
  • The largest Cass Information Systems buyer in Q1 2017 was BlackRock, an estimated $43.7M added.
  • The largest Cass Information Systems seller in Q1 2017 was UBS Group, an estimated $4.41M sold.

Based on aggregated 13F filings for Q1 2017.