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Cato Corp
CATO

137 hedge funds and large institutions have $764M invested in Cato Corp in 2013 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 51 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

11% more capital invested

Capital invested by funds: $688M → $764M (+$76.3M)

10% more funds holding

Funds holding: 125 → 137 (+12)

0.01% more ownership

Funds ownership: 89.51% → 89.52% (+0.01%)

10% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 51

Holders
137
Holders Change
+12
Holders Change %
+9.6%
% of All Funds
3.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
46
Reduced
51
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AL
AJO LP
Pennsylvania
+$6.11M
2
Franklin Resources
Franklin Resources
California
+$4.49M
3
JP Morgan Chase
JP Morgan Chase
New York
+$4.08M
4
Morgan Stanley
Morgan Stanley
New York
+$3.17M
5
Two Sigma Investments
Two Sigma Investments
New York
+$2.45M

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$23.5M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$4.54M
3
Macquarie Group
Macquarie Group
Australia
-$2.51M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$2.22M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
AQR Capital Management
26
AQR Capital Management
Connecticut
$5.31M -$111K -3,600 -2%
LKIM
27
Lawson Kroeker Investment Management
Nebraska
$5.31M -$71.6K -2,325 -1%
MAA
28
Managed Account Advisors
New Jersey
$5.09M -$231K -7,522 -4%
Principal Financial Group
29
Principal Financial Group
Iowa
$5M +$303K +9,838 +7%
RFC
30
Russell Frank Company
Washington
$4.62M -$1.05M -33,973 -17%
TCIM
31
TIAA CREF Investment Management
New York
$4.07M – – –
Invesco
32
Invesco
Georgia
$3.92M +$1.3M +42,249 +52%
Morgan Stanley
33
Morgan Stanley
New York
$3.54M +$3.17M +102,978 +1,250%
Prudential Financial
34
Prudential Financial
New Jersey
$3.38M +$327K +10,620 +11%
BIM
35
BlackRock Investment Management
Delaware
$3.31M -$67.9K -2,206 -2%
Charles Schwab
36
Charles Schwab
California
$3.22M +$361K +11,719 +13%
New York State Teachers Retirement System (NYSTRS)
37
New York State Teachers Retirement System (NYSTRS)
New York
$3.19M -$61.6K -2,000 -2%
BGIM
38
Brandywine Global Investment Management
Pennsylvania
$3.07M +$316K +10,280 +12%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$2.81M +$16.6K +539 +0.6%
Deutsche Bank
40
Deutsche Bank
Germany
$2.7M +$2.01M +65,437 +337%
First Trust Advisors
41
First Trust Advisors
Illinois
$2.55M +$574K +18,660 +30%
Two Sigma Investments
42
Two Sigma Investments
New York
$2.53M +$2.45M +79,560 New
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$2.52M -$50.8K -1,650 -2%
PPA
44
Parametric Portfolio Associates
Washington
$2.25M -$9.94K -323 -0.5%
Public Sector Pension Investment Board (PSP Investments)
45
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.08M +$6.16K +200 +0.3%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$2.03M – – –
DIA
47
Dean Investment Associates
Ohio
$1.93M +$1.87M +60,756 New
US Bancorp
48
US Bancorp
Minnesota
$1.83M -$50.3K -1,636 -3%
NTCOC
49
Northern Trust Company of Connecticut
Connecticut
$1.81M -$113K -3,660 -6%
CIC
50
Cornercap Investment Counsel
Georgia
$1.75M -$124K -4,030 -7%
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CATO Hedge Fund Activity: Q4 2013 in Review

137 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Cato Corp (CATO) for Q4 2013, worth a combined $764M — up 11% from $688M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new CATO positions and 9 closed out — a net gain of 12 holders — while 46 added to existing stakes and 51 trimmed.

The largest buyer was AJO LP, opening a new position worth an estimated $6.11M. The largest seller was Royce & Associates, cutting an estimated $23.5M.

  • 137 institutional investors held Cato Corp (CATO) as of Q4 2013, up from 125 in Q3 2013.
  • Funds reported $764M of Cato Corp stock for Q4 2013, up 11% quarter-over-quarter.
  • 21 funds opened new Cato Corp positions in Q4 2013 and 9 closed out, a net change of +12 holders.
  • The largest Cato Corp buyer in Q4 2013 was AJO LP, an estimated $6.11M added.
  • The largest Cato Corp seller in Q4 2013 was Royce & Associates, an estimated $23.5M sold.

Based on aggregated 13F filings for Q4 2013.