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Cato Corp
CATO

125 hedge funds and large institutions have $688M invested in Cato Corp in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 51 increasing their positions, 46 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $615M → $688M (+$73M)

11% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 46

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

0.07% less ownership

Funds ownership: 89.58% → 89.51% (-0.07%)

1% less funds holding

Funds holding: 126 → 125 (-1)

Holders
125
Holders Change
-1
Holders Change %
-0.79%
% of All Funds
4.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
51
Reduced
46
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$4.48M
2
BFA
BlackRock Fund Advisors
California
+$3.26M
3
RA
Royce & Associates
New York
+$2.14M
4
Macquarie Group
Macquarie Group
Australia
+$2.01M
5
KCM
Kennedy Capital Management
Missouri
+$1.79M

Top Sellers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
-$5.41M
2
State Street
State Street
Massachusetts
-$4.87M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$4.62M
4
DIA
Denver Investment Advisors
Colorado
-$1.09M
5
Renaissance Technologies
Renaissance Technologies
New York
-$725K
Name Holding Trade Value Shares
Change 		Change in
Stake
MAA
26
Managed Account Advisors
New Jersey
$4.69M +$161K +5,917 +4%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$4.34M +$212K +7,771 +5%
Principal Financial Group
28
Principal Financial Group
Iowa
$4.12M +$140K +5,135 +4%
TCIM
29
TIAA CREF Investment Management
New York
$3.58M -$31.8K -1,166 -0.9%
BIM
30
BlackRock Investment Management
Delaware
$2.98M +$51.3K +1,880 +2%
New York State Teachers Retirement System (NYSTRS)
31
New York State Teachers Retirement System (NYSTRS)
New York
$2.87M -$275K -10,100 -9%
Goldman Sachs
32
Goldman Sachs
New York
$2.75M +$46.6K +1,710 +2%
Prudential Financial
33
Prudential Financial
New Jersey
$2.67M -$701K -25,700 -21%
Charles Schwab
34
Charles Schwab
California
$2.5M +$156K +5,724 +7%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$2.5M +$256K +9,400 +12%
BGIM
36
Brandywine Global Investment Management
Pennsylvania
$2.41M -$537K -19,699 -19%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$2.27M -$80.8K -2,963 -4%
Invesco
38
Invesco
Georgia
$2.27M +$938K +34,390 +74%
JP Morgan Chase
39
JP Morgan Chase
New York
$2.11M +$153K +5,610 +8%
GAM
40
Gotham Asset Management
New York
$2.03M -$224K -8,225 -10%
PPA
41
Parametric Portfolio Associates
Washington
$1.99M +$47.1K +1,728 +2%
ClearBridge Investments
42
ClearBridge Investments
New York
$1.9M +$45.1K +1,653 +2%
KCM
43
Kennedy Capital Management
Missouri
$1.84M +$1.79M +65,741 New
Public Sector Pension Investment Board (PSP Investments)
44
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.83M +$387K +14,200 +28%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$1.79M – – –
First Trust Advisors
46
First Trust Advisors
Illinois
$1.72M +$311K +11,418 +23%
NTCOC
47
Northern Trust Company of Connecticut
Connecticut
$1.7M -$80.7K -2,960 -5%
PI
48
Putnam Investments
Massachusetts
$1.67M – – –
US Bancorp
49
US Bancorp
Minnesota
$1.66M -$40.1K -1,470 -2%
CIC
50
Cornercap Investment Counsel
Georgia
$1.66M -$137K -5,035 -8%
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CATO Hedge Fund Activity: Q3 2013 in Review

125 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Cato Corp (CATO) for Q3 2013, worth a combined $688M — up 12% from $615M a quarter earlier.

Fund positioning in CATO was balanced in Q3 2013: 7 funds opened new positions, 7 closed out, 51 added to existing stakes and 46 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $4.48M. The largest seller was Boston Partners, exiting entirely with an estimated $5.41M sold.

  • 125 institutional investors held Cato Corp (CATO) as of Q3 2013, down from 126 in Q2 2013.
  • Funds reported $688M of Cato Corp stock for Q3 2013, up 12% quarter-over-quarter.
  • 7 funds opened new Cato Corp positions in Q3 2013 and 7 closed out, a net change of 0 holders.
  • The largest Cato Corp buyer in Q3 2013 was Wellington Management Group, an estimated $4.48M added.
  • The largest Cato Corp seller in Q3 2013 was Boston Partners, an estimated $5.41M sold.

Based on aggregated 13F filings for Q3 2013.