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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
CS
51
Credit Suisse
Switzerland
$1.02M +$172K +6,899 +17%
Legal & General Group
52
Legal & General Group
United Kingdom
$965K -$8.05K -323 -0.7%
TA
53
Teachers Advisors
New York
$941K -$3.55M -142,432 -77%
Swiss National Bank
54
Swiss National Bank
Switzerland
$916K – – –
AllianceBernstein
55
AllianceBernstein
Tennessee
$910K – – –
CFA
56
Carroll Financial Associates
North Carolina
$904K +$1.01M +40,400 +5,213%
RJA
57
Raymond James & Associates
Florida
$830K +$942K +37,797 New
Canada Life
58
Canada Life
Manitoba, Canada
$809K +$58.7K +2,354 +7%
ANTB
59
AMG National Trust Bank
Colorado
$791K +$382K +15,344 +74%
PI
60
PineBridge Investments
New York
$789K +$288K +11,566 +48%
Jacobs Levy Equity Management
61
Jacobs Levy Equity Management
New Jersey
$787K +$894K +35,860 New
Citigroup
62
Citigroup
New York
$771K -$1.1M -44,147 -56%
ZCM
63
Zebra Capital Management
Connecticut
$717K +$51.4K +2,062 +7%
O
64
OppenheimerFunds
New York
$717K +$289K +11,613 +55%
ZIG
65
Zurich Insurance Group
Switzerland
$696K – – –
ARTA
66
A.R.T. Advisors
New York
$660K +$750K +30,100 New
Millennium Management
67
Millennium Management
New York
$656K +$93.2K +3,741 +14%
Comerica Bank
68
Comerica Bank
Texas
$630K +$25.4K +1,019 +4%
OAM
69
Oxford Asset Management
United Kingdom
$617K +$700K +28,092 New
AL
70
Airain Ltd
Guernsey
$602K +$516K +20,728 +311%
ACA
71
Anchor Capital Advisors
Massachusetts
$588K +$6.75K +271 +1%
Russell Investments Group
72
Russell Investments Group
United Kingdom
$584K +$412K +16,522 +164%
New York State Common Retirement Fund
73
New York State Common Retirement Fund
New York
$578K +$25 +1 +0%
State of Tennessee, Department of Treasury
74
State of Tennessee, Department of Treasury
Tennessee
$532K +$91.2K +3,659 +18%
UBS Group
75
UBS Group
Switzerland
$510K +$551K +22,121 +2,009%
1 2
3
4 5

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.