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Cato Corp
CATO

128 hedge funds and large institutions have $670M invested in Cato Corp in 2014 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 58 increasing their positions, 41 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 41

0.55% more ownership

Funds ownership: 89.52% → 90.07% (+0.55%)

7% less funds holding

Funds holding: 137 → 128 (-9)

12% less capital invested

Capital invested by funds: $764M → $670M (-$94.4M)

33% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 21

Holders
128
Holders Change
-9
Holders Change %
-6.57%
% of All Funds
3.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
58
Reduced
41
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DIA
Denver Investment Advisors
Colorado
+$9.44M
2
GAM
Gotham Asset Management
New York
+$5.45M
3
BGIM
Brandywine Global Investment Management
Pennsylvania
+$3.14M
4
JP Morgan Chase
JP Morgan Chase
New York
+$2.87M
5
NI
Numeric Investors
Massachusetts
+$2.86M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$7.67M
2
AL
AJO LP
Pennsylvania
-$6.31M
3
OCG
Opus Capital Group
Ohio
-$4.71M
4
Morgan Stanley
Morgan Stanley
New York
-$2.43M
5
Goldman Sachs
Goldman Sachs
New York
-$2.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCBT
76
First Citizens Bank & Trust
North Carolina
$576K +$10.8K +377 +2%
DC
77
Deere & Company
Illinois
$561K +$592K +20,738 New
BA
78
BlackRock Advisors
Delaware
$526K +$53.3K +1,869 +11%
ASRS
79
Arizona State Retirement System
Arizona
$512K -$71.3K -2,500 -12%
ANTB
80
AMG National Trust Bank
Colorado
$490K -$9.39K -329 -2%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$482K +$386K +13,543 +315%
SCM
82
Sterling Capital Management
North Carolina
$475K +$501K +17,576 New
Citigroup
83
Citigroup
New York
$466K -$70.5K -2,472 -13%
Two Sigma Investments
84
Two Sigma Investments
New York
$451K -$1.79M -62,897 -79%
SIM
85
Spark Investment Management
New York
$405K +$428K +15,000 New
SO
86
STRS Ohio
Ohio
$395K +$74.2K +2,600 +22%
Axa
87
Axa
France
$375K -$99.8K -3,500 -20%
TC
88
TFS Capital
Pennsylvania
$369K -$33.3K -1,168 -8%
OA
89
OFI Advisors
Pennsylvania
$367K +$38.7K +1,355 +11%
LSERS
90
Louisiana State Employees Retirement System
Louisiana
$338K +$2.85K +100 +0.8%
CS
91
Credit Suisse
Switzerland
$322K -$860K -30,149 -72%
JIR
92
James Investment Research
Ohio
$318K -$238K -8,340 -42%
CL
93
CSS LLC
Illinois
$303K – – –
Citadel Advisors
94
Citadel Advisors
Florida
$290K -$146K -5,134 -32%
GMIM
95
General Motors Investment Management
New York
$281K +$13.2K +464 +5%
GC
96
Guggenheim Capital
Illinois
$270K -$246K -8,628 -46%
CAM
97
Capstone Asset Management
Texas
$269K -$22K -770 -7%
Thrivent Financial for Lutherans
98
Thrivent Financial for Lutherans
Minnesota
$265K – – –
COPPSERS
99
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$252K – – –
PAM
100
Princeton Alpha Management
New Jersey
$243K +$55K +1,928 +27%
2 3
4
5 6

CATO Hedge Fund Activity: Q1 2014 in Review

128 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Cato Corp (CATO) for Q1 2014, worth a combined $670M — down 12% from $764M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of CATO and 14 opened new positions — a net loss of 7 holders — while 41 trimmed existing stakes and 58 added.

The largest buyer was Denver Investment Advisors, adding an estimated $9.44M. The largest seller was Wellington Management Group, cutting an estimated $7.67M.

  • 128 institutional investors held Cato Corp (CATO) as of Q1 2014, down from 137 in Q4 2013.
  • Funds reported $670M of Cato Corp stock for Q1 2014, down 12% quarter-over-quarter.
  • 14 funds opened new Cato Corp positions in Q1 2014 and 21 closed out, a net change of -7 holders.
  • The largest Cato Corp buyer in Q1 2014 was Denver Investment Advisors, an estimated $9.44M added.
  • The largest Cato Corp seller in Q1 2014 was Wellington Management Group, an estimated $7.67M sold.

Based on aggregated 13F filings for Q1 2014.