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Cato Corp

152 hedge funds and large institutions have $693M invested in Cato Corp in 2016 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 71 increasing their positions, 39 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more call options, than puts

Call options by funds: $18K | Put options by funds: $6K

82% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 39

4.44% less ownership

Funds ownership: 85.88%81.44% (-4.4%)

8% less funds holding

Funds holding: 166152 (-14)

17% less capital invested

Capital invested by funds: $839M → $693M (-$145M)

46% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 28

Holders
152
Holders Change
-14
Holders Change %
-8.43%
% of All Funds
4.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
71
Reduced
39
Closed
28
Calls
$18K
Puts
$6K
Net Calls
+$12K
Net Calls Change
+$114K
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
126
LS Investment Advisors
Michigan
$32K
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$28K +$6.05K +175 +26%
DADC
128
D.A. Davidson & Co
Montana
$28K +$22K +637 +283%
CFA
129
Carroll Financial Associates
North Carolina
$25K -$63.7K -1,842 -70%
Federated Hermes
130
Federated Hermes
Pennsylvania
$21K +$3.08K +89 +16%
NIT
131
NumerixS Investment Technologies
British Columbia, Canada
$20K +$20.8K +600 New
RCM
132
Riverhead Capital Management
Delaware
$16K -$788K -22,776 -98%
SWA
133
Sutton Wealth Advisors
Florida
$15.1K +$2.73K +79 +21%
TWA
134
TCI Wealth Advisors
Arizona
$15K
CG
135
Cutler Group
California
$13K +$5.22K +151 +58%
Loomis, Sayles & Company
136
Loomis, Sayles & Company
Massachusetts
$12K
IUHSA
137
Itau Unibanco Holding S.A.
Brazil
$11K +$11.1K +320 New
Nisa Investment Advisors
138
Nisa Investment Advisors
Missouri
$10K
LTFS
139
Ladenburg Thalmann Financial Services
Florida
$5K -$1.97K -57 -29%
UBS Group
140
UBS Group
Switzerland
$4K -$28K -810 -88%
BWA
141
Burt Wealth Advisors
Maryland
$3K
TCIM
142
TIAA CREF Investment Management
New York
$2.97K +$355K +10,254 +13%
GAM
143
Gemmer Asset Management
California
$2K +$519 +15 +26%
IA
144
IFP Advisors
Florida
$2K +$2.46K +71 New
AIM
145
Acrospire Investment Management
Illinois
$1K -$41.5K -1,200 -97%
MFS
146
MSI Financial Services
Massachusetts
$1K
ACH
147
ArrowMark Colorado Holdings
Colorado
$1K +$1.31K +38 New
WP
148
WealthPLAN Partners
Nebraska
$717 -$761 -22 -50%
RWML
149
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$559
VOYA Investment Management
150
VOYA Investment Management
Georgia
$428

CATO Hedge Fund Activity: Q3 2016 in Review

152 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Cato Corp (CATO) for Q3 2016, worth a combined $693M — down 17% from $839M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of CATO and 15 opened new positions — a net loss of 13 holders — while 39 trimmed existing stakes and 71 added.

The largest buyer was Royce & Associates, adding an estimated $5.84M. The largest seller was Columbia Wanger Asset Management, exiting entirely with an estimated $36.8M sold.

  • 152 institutional investors held Cato Corp (CATO) as of Q3 2016, down from 166 in Q2 2016.
  • Funds reported $693M of Cato Corp stock for Q3 2016, down 17% quarter-over-quarter.
  • 15 funds opened new Cato Corp positions in Q3 2016 and 28 closed out, a net change of -13 holders.
  • The largest Cato Corp buyer in Q3 2016 was Royce & Associates, an estimated $5.84M added.
  • The largest Cato Corp seller in Q3 2016 was Columbia Wanger Asset Management, an estimated $36.8M sold.

Based on aggregated 13F filings for Q3 2016.