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Cato Corp
CATO

147 hedge funds and large institutions have $838M invested in Cato Corp in 2014 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 53 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

10% more funds holding

Funds holding: 134 → 147 (+13)

10% more capital invested

Capital invested by funds: $764M → $838M (+$73.9M)

0% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 53

1.11% less ownership

Funds ownership: 94.05% → 92.94% (-1.1%)

Holders
147
Holders Change
+13
Holders Change %
+9.7%
% of All Funds
4.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
53
Reduced
53
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$12.5M
2
JIR
James Investment Research
Ohio
+$6.04M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$5.82M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$4.29M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$4.2M

Top Sellers

Rank Fund Capital Flow
1
DIA
Denver Investment Advisors
Colorado
-$14.9M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$14M
3
CIP
Chartwell Investment Partners
Pennsylvania
-$10.7M
4
RA
Royce & Associates
New York
-$8.51M
5
Norges Bank
Norges Bank
Norway
-$7.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$6.34M +$5.82M +174,600 +1,848%
LKIM
27
Lawson Kroeker Investment Management
Nebraska
$5.81M +$6.67K +200 +0.1%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$5.8M +$39.2K +1,177 +0.7%
Deutsche Bank
29
Deutsche Bank
Germany
$5.74M +$4.1M +123,045 +283%
Principal Financial Group
30
Principal Financial Group
Iowa
$5.56M -$81K -2,430 -1%
SBH
31
Segall Bryant & Hamill
Illinois
$4.95M +$3.82M +114,650 +395%
Charles Schwab
32
Charles Schwab
California
$4.87M +$999K +29,960 +27%
MPM
33
Meritage Portfolio Management
Kansas
$4.59M +$79.5K +2,385 +2%
Acadian Asset Management
34
Acadian Asset Management
Massachusetts
$4.43M +$4.29M +128,575 New
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$4.43M -$10K -300 -0.2%
TCIM
36
TIAA CREF Investment Management
New York
$4.12M -$50.8K -1,524 -1%
Invesco
37
Invesco
Georgia
$3.95M +$964K +28,906 +34%
Prudential Financial
38
Prudential Financial
New Jersey
$3.57M +$254K +7,630 +8%
BIM
39
BlackRock Investment Management
Delaware
$3.4M +$16.5K +496 +0.5%
New York State Teachers Retirement System (NYSTRS)
40
New York State Teachers Retirement System (NYSTRS)
New York
$3.38M – – –
MC
41
Menta Capital
California
$2.92M +$540K +16,210 +24%
NFA
42
Nationwide Fund Advisors
Ohio
$2.91M +$1.74M +52,089 +161%
Morgan Stanley
43
Morgan Stanley
New York
$2.89M +$1.59M +47,789 +132%
AQR Capital Management
44
AQR Capital Management
Connecticut
$2.62M -$360K -10,800 -12%
First Trust Advisors
45
First Trust Advisors
Illinois
$2.48M -$877K -26,294 -27%
SFM
46
Systematic Financial Management
New Jersey
$2.47M +$2.39M +71,705 New
SAM
47
Shell Asset Management
Netherlands
$2.44M +$221K +6,621 +10%
MCM
48
McKinley Capital Management
Alaska
$2.34M +$2.27M +67,987 New
Wells Fargo
49
Wells Fargo
California
$2.34M -$139K -4,161 -6%
SCM
50
Sterling Capital Management
North Carolina
$2.29M +$2.21M +66,406 New
1
2
3 4 5

CATO Hedge Fund Activity: Q3 2014 in Review

147 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Cato Corp (CATO) for Q3 2014, worth a combined $838M — up 9.7% from $764M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new CATO positions and 10 closed out — a net gain of 13 holders — while 53 added to existing stakes and 53 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $12.5M. The largest seller was Denver Investment Advisors, cutting an estimated $14.9M.

  • 147 institutional investors held Cato Corp (CATO) as of Q3 2014, up from 134 in Q2 2014.
  • Funds reported $838M of Cato Corp stock for Q3 2014, up 9.7% quarter-over-quarter.
  • 23 funds opened new Cato Corp positions in Q3 2014 and 10 closed out, a net change of +13 holders.
  • The largest Cato Corp buyer in Q3 2014 was Schroder Investment Management Group, an estimated $12.5M added.
  • The largest Cato Corp seller in Q3 2014 was Denver Investment Advisors, an estimated $14.9M sold.

Based on aggregated 13F filings for Q3 2014.