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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
OSAM
126
O'Shaughnessy Asset Management
Connecticut
$1K +$713 +25 New
FHA
127
First Horizon Advisors
Tennessee
$1K +$1.54K +54 New
Manulife (Manufacturers Life Insurance)
128
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$568 -$171 -6 -0%
AL
129
AJO LP
Pennsylvania
– -$6.31M -198,400 Closed
DIA
130
Dean Investment Associates
Ohio
– -$1.93M -60,756 Closed
ERSOT
131
Employees Retirement System of Texas
Texas
– -$1.4M -44,000 Closed
KCM
132
Kennedy Capital Management
Missouri
– -$1.31M -41,282 Closed
Millennium Management
133
Millennium Management
New York
– -$1.12M -35,135 Closed
D.E. Shaw & Co
134
D.E. Shaw & Co
New York
– -$899K -28,255 Closed
CBOA
135
Commonwealth Bank of Australia
Australia
– -$754K -23,700 Closed
SCA
136
Secor Capital Advisors
New York
– -$744K -23,385 Closed
PA
137
Profund Advisors
Maryland
– -$505K -15,896 Closed
Arrowstreet Capital
138
Arrowstreet Capital
Massachusetts
– -$400K -12,580 Closed
SKK
139
Shepherd Kaplan Krochuk
Massachusetts
– -$251K -7,907 Closed
Renaissance Technologies
140
Renaissance Technologies
New York
– -$240K -7,561 Closed
SCM
141
Stevens Capital Management
Pennsylvania
– -$209K -6,572 Closed
ARTA
142
A.R.T. Advisors
New York
– -$208K -6,550 Closed
CAM
143
ClariVest Asset Management
California
– -$194K -6,076 Closed
DCM
144
Dean Capital Management
Kansas
– -$127K -3,990 Closed
U
145
UBS
Switzerland
– -$38K -1,194 Closed
TRCT
146
Tower Research Capital (TRC)
New York
– -$14K -444 Closed
MFS
147
MSI Financial Services
Massachusetts
– -$3K -105 Closed
ASN
148
Advisory Services Network
Georgia
– -$3K -86 Closed
RWML
149
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
– -$717 -17 Closed
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.