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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
AllianceBernstein
51
AllianceBernstein
Tennessee
$1.54M -$10.6K -389 -0.7%
BFA
52
Bragg Financial Advisors
North Carolina
$1.53M +$8.59K +315 +0.6%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$1.39M +$42.9K +1,574 +3%
BG
54
BlackRock Group
United Kingdom
$1.31M +$144K +5,265 +13%
TA
55
Teachers Advisors
New York
$1.07M +$49.7K +1,821 +5%
CS
56
Credit Suisse
Switzerland
$1.02M +$218K +7,996 +28%
Wells Fargo
57
Wells Fargo
California
$979K -$21.7K -795 -2%
State Board of Administration of Florida Retirement System
58
State Board of Administration of Florida Retirement System
Florida
$870K – – –
VOYA Investment Management
59
VOYA Investment Management
Georgia
$869K – – –
Comerica Bank
60
Comerica Bank
Texas
$820K +$29K +1,062 +4%
State of Tennessee, Department of Treasury
61
State of Tennessee, Department of Treasury
Tennessee
$800K +$780K +28,600 New
WBC
62
Westpac Banking Corp
Australia
$798K – – –
TPSF
63
Texas Permanent School Fund
Texas
$797K -$46K -1,688 -6%
GC
64
Guggenheim Capital
Illinois
$770K -$229K -8,417 -23%
ASRS
65
Arizona State Retirement System
Arizona
$670K -$2.73K -100 -0.4%
CBOA
66
Commonwealth Bank of Australia
Australia
$663K -$13.6K -500 -2%
Ohio Public Employees Retirement System (OPERS)
67
Ohio Public Employees Retirement System (OPERS)
Ohio
$660K +$78.6K +2,883 +14%
MAM
68
Martingale Asset Management
Massachusetts
$642K – – –
MLICM
69
Metropolitan Life Insurance Company (MetLife)
New York
$638K +$45.6K +1,674 +8%
NFA
70
Nationwide Fund Advisors
Ohio
$625K +$26.3K +963 +5%
AIG
71
American International Group
New York
$581K -$11.4K -419 -2%
JIR
72
James Investment Research
Ohio
$562K – – –
Swiss National Bank
73
Swiss National Bank
Switzerland
$554K -$76.3K -2,800 -12%
Axa
74
Axa
France
$553K -$442K -16,200 -45%
ACA
75
Anchor Capital Advisors
Massachusetts
$543K +$4.91K +180 +0.9%
1 2
3
4 5

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.