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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
FMBTD
101
First Midwest Bank Trust Division
Illinois
$242K +$1.43K +50 +0.6%
Nomura Holdings
102
Nomura Holdings
Japan
$236K +$249K +8,739 New
TRSOTSOK
103
Teachers Retirement System of the State of Kentucky
Kentucky
$224K – – –
Federated Hermes
104
Federated Hermes
Pennsylvania
$221K +$101K +3,547 +77%
Susquehanna International Group
105
Susquehanna International Group
Pennsylvania
$206K +$21.5K +753 +11%
PI
106
PineBridge Investments
New York
$182K -$18.1K -634 -9%
MERSOM
107
Municipal Employees' Retirement System of Michigan
Michigan
$176K +$185K +6,500 New
PCM
108
Prelude Capital Management
New York
$167K +$176K +6,181 New
BNP Paribas Financial Markets
109
BNP Paribas Financial Markets
France
$99.7K +$89.7K +3,143 +883%
MSA
110
Mason Street Advisors
Wisconsin
$89K -$28.4K -995 -23%
CFA
111
Carroll Financial Associates
North Carolina
$75K +$78.8K +2,763 New
FMT
112
First Mercantile Trust
Tennessee
$44K -$15.7K -550 -25%
Bank of America
113
Bank of America
North Carolina
$42K -$160K -5,608 -78%
Canada Life
114
Canada Life
Manitoba, Canada
$35K – – –
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$29K +$2.6K +91 +9%
Teacher Retirement System of Texas
116
Teacher Retirement System of Texas
Texas
$28K +$86 +3 +0.3%
BlackRock
117
BlackRock
New York
$26K – – –
LTFS
118
Ladenburg Thalmann Financial Services
Florida
$16K +$200 +7 +1%
Envestnet Asset Management
119
Envestnet Asset Management
Illinois
$15K -$1.11K -39 -7%
BJ
120
BlackRock Japan
Japan
$13K +$14.2K +499 New
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
$10K – – –
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$4K – – –
Royal Bank of Canada
123
Royal Bank of Canada
Ontario, Canada
$3K -$421K -14,749 -99%
GAM
124
Gemmer Asset Management
California
$3K +$2.65K +93 New
DSC
125
Duncker Streett & Co
Missouri
$2K – – –
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.