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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
MAM
51
Martingale Asset Management
Massachusetts
$1.75M +$989K +32,125 +140%
ClearBridge Investments
52
ClearBridge Investments
New York
$1.75M -$398K -12,927 -19%
AllianceBernstein
53
AllianceBernstein
Tennessee
$1.74M -$15.4K -501 -0.9%
BFA
54
Bragg Financial Advisors
North Carolina
$1.74M – – –
PI
55
Putnam Investments
Massachusetts
$1.61M -$271K -8,800 -15%
BG
56
BlackRock Group
United Kingdom
$1.61M +$117K +3,798 +8%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$1.59M +$9.23K +300 +0.6%
GAM
58
Gotham Asset Management
New York
$1.49M -$786K -25,553 -35%
ERSOT
59
Employees Retirement System of Texas
Texas
$1.4M +$1.35M +44,000 New
CS
60
Credit Suisse
Switzerland
$1.34M +$174K +5,654 +16%
KCM
61
Kennedy Capital Management
Missouri
$1.31M -$753K -24,459 -37%
TA
62
Teachers Advisors
New York
$1.25M +$41.2K +1,340 +4%
Millennium Management
63
Millennium Management
New York
$1.12M +$777K +25,239 +255%
State Board of Administration of Florida Retirement System
64
State Board of Administration of Florida Retirement System
Florida
$1.05M +$56.1K +1,824 +6%
Wells Fargo
65
Wells Fargo
California
$1.03M -$75.4K -2,450 -7%
VOYA Investment Management
66
VOYA Investment Management
Georgia
$987K – – –
NFA
67
Nationwide Fund Advisors
Ohio
$940K +$222K +7,212 +32%
State of Tennessee, Department of Treasury
68
State of Tennessee, Department of Treasury
Tennessee
$909K – – –
WBC
69
Westpac Banking Corp
Australia
$907K – – –
TPSF
70
Texas Permanent School Fund
Texas
$901K -$5.45K -177 -0.6%
D.E. Shaw & Co
71
D.E. Shaw & Co
New York
$899K +$870K +28,255 New
Comerica Bank
72
Comerica Bank
Texas
$891K -$40K -1,300 -4%
Ohio Public Employees Retirement System (OPERS)
73
Ohio Public Employees Retirement System (OPERS)
Ohio
$841K +$88.5K +2,877 +12%
Two Sigma Advisers
74
Two Sigma Advisers
New York
$832K +$806K +26,184 New
CBOA
75
Commonwealth Bank of Australia
Australia
$754K – – –
1 2
3
4 5

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.