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Cato Corp
CATO

154 hedge funds and large institutions have $975M invested in Cato Corp in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 52 increasing their positions, 59 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

16% more capital invested

Capital invested by funds: $838M → $975M (+$137M)

5% more funds holding

Funds holding: 147 → 154 (+7)

4.56% less ownership

Funds ownership: 92.94% → 88.38% (-4.6%)

12% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 59

Holders
154
Holders Change
+7
Holders Change %
+4.76%
% of All Funds
4.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
52
Reduced
59
Closed
12
Calls
$785K
Puts
–
Net Calls
+$785K
Net Calls Change
+$785K

Top Buyers

Rank Fund Capital Flow
1
EAM
Eagle Asset Management
Florida
+$11.4M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$10.8M
3
State Street
State Street
Massachusetts
+$8.79M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$5.62M
5
BFA
BlackRock Fund Advisors
California
+$5.53M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$36.3M
2
RA
Royce & Associates
New York
-$25.1M
3
DIA
Denver Investment Advisors
Colorado
-$18.5M
4
LSV Asset Management
LSV Asset Management
Illinois
-$15.5M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
-$7.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
51
Sterling Capital Management
North Carolina
$2.77M -$27.3K -727 -1%
PPA
52
Parametric Portfolio Associates
Washington
$2.69M +$297K +7,898 +14%
ClearBridge Investments
53
ClearBridge Investments
New York
$2.62M +$22.4K +596 +1%
DC
54
Deere & Company
Illinois
$2.59M +$406K +10,795 +21%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$2.41M +$1.32M +35,083 +159%
SFM
56
Systematic Financial Management
New Jersey
$2.25M -$692K -18,420 -26%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$2.23M – – –
BFA
58
Bragg Financial Advisors
North Carolina
$2.22M -$22.5K -600 -1%
AllianceBernstein
59
AllianceBernstein
Tennessee
$2.16M -$75.2K -2,000 -4%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$2.15M +$8.12K +216 +0.4%
Comerica Bank
61
Comerica Bank
Texas
$2.11M +$931K +24,774 +98%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$2.11M +$1.88M +50,000 New
Public Sector Pension Investment Board (PSP Investments)
63
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.03M – – –
PI
64
Putnam Investments
Massachusetts
$2.01M -$35.7K -950 -2%
First Trust Advisors
65
First Trust Advisors
Illinois
$1.96M -$962K -25,601 -36%
US Bancorp
66
US Bancorp
Minnesota
$1.91M -$2.82K -75 -0.2%
ERSOT
67
Employees Retirement System of Texas
Texas
$1.86M +$338K +9,000 +26%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$1.85M +$46.5K +1,238 +3%
D.E. Shaw & Co
69
D.E. Shaw & Co
New York
$1.72M +$1.54M +40,865 New
TA
70
Teachers Advisors
New York
$1.6M – – –
CIC
71
Cornercap Investment Counsel
Georgia
$1.59M -$533K -14,181 -27%
WBC
72
Westpac Banking Corp
Australia
$1.53M +$489K +13,000 +56%
RFC
73
Russell Frank Company
Washington
$1.52M -$247K -6,563 -15%
CIM
74
Cambria Investment Management
California
$1.47M +$1.31M +34,784 New
KBC Group
75
KBC Group
Belgium
$1.38M +$1.14M +30,243 +1,283%
1 2
3
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CATO Hedge Fund Activity: Q4 2014 in Review

154 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Cato Corp (CATO) for Q4 2014, worth a combined $975M — up 16% from $838M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new CATO positions and 12 closed out — a net gain of 9 holders — while 52 added to existing stakes and 59 trimmed.

The largest buyer was Eagle Asset Management, opening a new position worth an estimated $11.4M. The largest seller was Wellington Management Group, cutting an estimated $36.3M.

  • 154 institutional investors held Cato Corp (CATO) as of Q4 2014, up from 147 in Q3 2014.
  • Funds reported $975M of Cato Corp stock for Q4 2014, up 16% quarter-over-quarter.
  • 21 funds opened new Cato Corp positions in Q4 2014 and 12 closed out, a net change of +9 holders.
  • The largest Cato Corp buyer in Q4 2014 was Eagle Asset Management, an estimated $11.4M added.
  • The largest Cato Corp seller in Q4 2014 was Wellington Management Group, an estimated $36.3M sold.

Based on aggregated 13F filings for Q4 2014.