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Cato Corp

116 hedge funds and large institutions have $220M invested in Cato Corp in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $206M → $220M (+$14.4M)

3.47% more ownership

Funds ownership: 59.98%63.45% (+3.5%)

1% less funds holding

Funds holding: 117116 (-1)

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

7% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 43

49% less call options, than puts

Call options by funds: $916K | Put options by funds: $1.78M

Holders
116
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
1.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
40
Reduced
43
Closed
18
Calls
$916K
Puts
$1.78M
Net Calls
-$863K
Net Calls Change
-$856K
Name Holding Trade Value Shares
Change
Change in
Stake
Los Angeles Capital Management
26
Los Angeles Capital Management
California
$1.04M -$5.16K -300 -0.5%
RhumbLine Advisers
27
RhumbLine Advisers
Massachusetts
$1.01M +$8.88K +516 +0.9%
AI
28
Acuitas Investments
Washington
$925K -$2.88M -167,626 -76%
Charles Schwab
29
Charles Schwab
California
$872K +$30.5K +1,775 +4%
New York State Teachers Retirement System (NYSTRS)
30
New York State Teachers Retirement System (NYSTRS)
New York
$803K +$62.5K +3,632 +8%
SO
31
STRS Ohio
Ohio
$784K -$13.8K -800 -2%
SEI Investments
32
SEI Investments
Pennsylvania
$762K +$310K +17,999 +68%
Legal & General Group
33
Legal & General Group
United Kingdom
$701K +$28.9K +1,679 +4%
Public Sector Pension Investment Board (PSP Investments)
34
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$679K -$90K -5,231 -12%
MAM
35
Martingale Asset Management
Massachusetts
$667K +$79K +4,588 +13%
SG Americas Securities
36
SG Americas Securities
New York
$653K -$39.3K -2,286 -6%
JP Morgan Chase
37
JP Morgan Chase
New York
$648K -$73.8K -4,287 -10%
IA
38
IndexIQ Advisors
New York
$604K -$39.2K -2,275 -6%
Grantham, Mayo, Van Otterloo & Co (GMO)
39
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$594K
AC
40
Aristides Capital
Kentucky
$592K -$157K -9,148 -21%
WI
41
WBI Investments
New Jersey
$565K +$568K +32,983 New
Bank of America
42
Bank of America
North Carolina
$545K -$51.5K -2,990 -9%
RA
43
Royce & Associates
New York
$524K +$211K +12,245 +67%
LKIM
44
Lawson Kroeker Investment Management
Nebraska
$522K -$21.3K -1,240 -4%
WIM
45
Wittenberg Investment Management
Massachusetts
$514K
American Century Companies
46
American Century Companies
Missouri
$489K +$287K +16,679 +141%
CP
47
CenterBook Partners
Connecticut
$476K +$478K +27,765 New
Wells Fargo
48
Wells Fargo
California
$451K +$446K +25,940 +8,031%
Barclays
49
Barclays
United Kingdom
$444K +$174K +10,088 +64%
UBS Group
50
UBS Group
Switzerland
$438K +$110K +6,393 +33%

CATO Hedge Fund Activity: Q4 2021 in Review

116 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Cato Corp (CATO) for Q4 2021, worth a combined $220M — up 7% from $206M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of CATO and 17 opened new positions — a net loss of 1 holder — while 43 trimmed existing stakes and 40 added.

The largest buyer was Invesco, adding an estimated $3.79M. The largest seller was Acuitas Investments, cutting an estimated $2.88M.

  • 116 institutional investors held Cato Corp (CATO) as of Q4 2021, down from 117 in Q3 2021.
  • Funds reported $220M of Cato Corp stock for Q4 2021, up 7% quarter-over-quarter.
  • 17 funds opened new Cato Corp positions in Q4 2021 and 18 closed out, a net change of -1 holder.
  • The largest Cato Corp buyer in Q4 2021 was Invesco, an estimated $3.79M added.
  • The largest Cato Corp seller in Q4 2021 was Acuitas Investments, an estimated $2.88M sold.

Based on aggregated 13F filings for Q4 2021.