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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
GMIM
101
General Motors Investment Management
New York
$316K – – –
Thrivent Financial for Lutherans
102
Thrivent Financial for Lutherans
Minnesota
$312K – – –
COPPSERS
103
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$296K – – –
FMBTD
104
First Midwest Bank Trust Division
Illinois
$283K +$5.23K +170 +2%
TRSOTSOK
105
Teachers Retirement System of the State of Kentucky
Kentucky
$264K – – –
SKK
106
Shepherd Kaplan Krochuk
Massachusetts
$251K +$243K +7,907 New
Renaissance Technologies
107
Renaissance Technologies
New York
$240K -$303K -9,839 -57%
PI
108
PineBridge Investments
New York
$234K +$134K +4,355 +145%
Bank of America
109
Bank of America
North Carolina
$227K -$109K -3,534 -33%
PAM
110
Princeton Alpha Management
New Jersey
$224K +$217K +7,056 New
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$218K +$211K +6,861 New
SCM
112
Stevens Capital Management
Pennsylvania
$209K -$130K -4,212 -39%
ARTA
113
A.R.T. Advisors
New York
$208K +$202K +6,550 New
CAM
114
ClariVest Asset Management
California
$194K +$187K +6,076 New
Federated Hermes
115
Federated Hermes
Pennsylvania
$147K +$36.7K +1,193 +35%
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$136K +$1.17K +38 +0.9%
MSA
117
Mason Street Advisors
Wisconsin
$136K +$10K +325 +8%
DCM
118
Dean Capital Management
Kansas
$127K +$123K +3,990 New
FMT
119
First Mercantile Trust
Tennessee
$69K -$1.54K -50 -2%
Canada Life
120
Canada Life
Manitoba, Canada
$41K +$39.6K +1,288 New
U
121
UBS
Switzerland
$38K +$36.7K +1,194 New
Teacher Retirement System of Texas
122
Teacher Retirement System of Texas
Texas
$33K -$77.1K -2,504 -71%
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$32K -$19.8K -644 -39%
BlackRock
124
BlackRock
New York
$31K -$2.68K -87 -8%
Envestnet Asset Management
125
Envestnet Asset Management
Illinois
$19K -$4.46K -145 -20%
2 3 4
5
6

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.