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Cato Corp
CATO

145 hedge funds and large institutions have $456M invested in Cato Corp in 2017 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 68 increasing their positions, 35 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 35

1.62% more ownership

Funds ownership: 81.97% → 83.59% (+1.6%)

6% less funds holding

Funds holding: 155 → 145 (-10)

15% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 33

26% less capital invested

Capital invested by funds: $619M → $456M (-$162M)

49% less call options, than puts

Call options by funds: $308K | Put options by funds: $603K

Holders
145
Holders Change
-10
Holders Change %
-6.45%
% of All Funds
3.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
68
Reduced
35
Closed
33
Calls
$308K
Puts
$603K
Net Calls
-$295K
Net Calls Change
+$150K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$81M
2
DIA
Denver Investment Advisors
Colorado
+$8.74M
3
Norges Bank
Norges Bank
Norway
+$7.12M
4
DIA
Dean Investment Associates
Ohio
+$5.88M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$5.06M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$26M
2
Macquarie Group
Macquarie Group
Australia
-$15.9M
3
JIR
James Investment Research
Ohio
-$10.8M
4
RA
Royce & Associates
New York
-$8.76M
5
EAM
Eagle Asset Management
Florida
-$5.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
Arrowstreet Capital
26
Arrowstreet Capital
Massachusetts
$3.24M +$3.68M +147,735 New
Citadel Advisors
27
Citadel Advisors
Florida
$2.9M +$2.26M +90,681 +218%
LKIM
28
Lawson Kroeker Investment Management
Nebraska
$2.89M -$42.4K -1,700 -1%
JIR
29
James Investment Research
Ohio
$2.68M -$10.8M -431,439 -78%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$2.59M +$120K +4,800 +4%
First Trust Advisors
31
First Trust Advisors
Illinois
$2.54M +$941K +37,749 +49%
Two Sigma Advisers
32
Two Sigma Advisers
New York
$2.43M +$288K +11,544 +12%
Allianz Asset Management
33
Allianz Asset Management
Germany
$2.39M -$97.8K -3,927 -3%
DCM
34
Dean Capital Management
Kansas
$2.28M +$2.59M +103,895 New
TCIM
35
TIAA CREF Investment Management
New York
$2.15M -$67.8K -2,723 -3%
GC
36
Guggenheim Capital
Illinois
$1.89M +$1.08M +43,350 +101%
New York State Teachers Retirement System (NYSTRS)
37
New York State Teachers Retirement System (NYSTRS)
New York
$1.77M -$42.4K -1,700 -2%
Prudential Financial
38
Prudential Financial
New Jersey
$1.76M -$536K -21,500 -21%
Invesco
39
Invesco
Georgia
$1.7M +$777K +31,196 +68%
IMOV
40
Investment Management of Virginia
Virginia
$1.65M +$1.87M +75,066 New
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$1.64M +$406K +16,277 +28%
AQR Capital Management
42
AQR Capital Management
Connecticut
$1.52M +$152K +6,105 +10%
PPA
43
Parametric Portfolio Associates
Washington
$1.51M +$149K +5,987 +10%
Deutsche Bank
44
Deutsche Bank
Germany
$1.5M +$402K +16,117 +31%
LSV Asset Management
45
LSV Asset Management
Illinois
$1.49M – – –
PAM
46
Panagora Asset Management
Massachusetts
$1.43M -$662K -26,571 -29%
Barrow, Hanley, Mewhinney & Strauss
47
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.29M +$826K +33,152 +129%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$1.27M -$48.2K -1,935 -3%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$1.1M -$59.8K -2,400 -5%
Wells Fargo
50
Wells Fargo
California
$1.04M -$721K -28,939 -38%
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CATO Hedge Fund Activity: Q1 2017 in Review

145 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Cato Corp (CATO) for Q1 2017, worth a combined $456M — down 26% from $619M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of CATO and 28 opened new positions — a net loss of 5 holders — while 35 trimmed existing stakes and 68 added.

The largest buyer was BlackRock, adding an estimated $81M. The largest seller was Franklin Resources, exiting entirely with an estimated $26M sold.

  • 145 institutional investors held Cato Corp (CATO) as of Q1 2017, down from 155 in Q4 2016.
  • Funds reported $456M of Cato Corp stock for Q1 2017, down 26% quarter-over-quarter.
  • 28 funds opened new Cato Corp positions in Q1 2017 and 33 closed out, a net change of -5 holders.
  • The largest Cato Corp buyer in Q1 2017 was BlackRock, an estimated $81M added.
  • The largest Cato Corp seller in Q1 2017 was Franklin Resources, an estimated $26M sold.

Based on aggregated 13F filings for Q1 2017.