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Cato Corp
CATO

155 hedge funds and large institutions have $619M invested in Cato Corp in 2016 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 50 increasing their positions, 56 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

2% more funds holding

Funds holding: 152 → 155 (+3)

0.53% more ownership

Funds ownership: 81.44% → 81.97% (+0.53%)

11% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 56

11% less capital invested

Capital invested by funds: $693M → $619M (-$74.7M)

99% less call options, than puts

Call options by funds: $4K | Put options by funds: $449K

Holders
155
Holders Change
+3
Holders Change %
+1.97%
% of All Funds
3.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
50
Reduced
56
Closed
20
Calls
$4K
Puts
$449K
Net Calls
-$445K
Net Calls Change
-$457K

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$6.75M
2
Northern Trust
Northern Trust
Illinois
+$4.04M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$3.74M
4
DIA
Denver Investment Advisors
Colorado
+$3.54M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.88M

Top Sellers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$4.46M
2
RA
Royce & Associates
New York
-$4.38M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$4.32M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
-$3.16M
5
Renaissance Technologies
Renaissance Technologies
New York
-$3.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
126
UBS Group
Switzerland
$33K +$30.5K +990 +892%
VCM
127
Versant Capital Management
Arizona
$31K -$585 -19 -2%
EP
128
Elkfork Partners
Oregon
$31K +$31.4K +1,020 New
LIA
129
LS Investment Advisors
Michigan
$29K – – –
DADC
130
D.A. Davidson & Co
Montana
$25K – – –
MAM
131
Meeder Asset Management
Ohio
$25K +$25.8K +838 New
GHCM
132
Glen Harbor Capital Management
California
$25K +$25.8K +840 New
PCM
133
Prelude Capital Management
New York
$24K -$182K -5,900 -88%
CFA
134
Carroll Financial Associates
North Carolina
$23K – – –
MCIM
135
Meadow Creek Investment Management
Georgia
$20K +$20.3K +660 New
RCM
136
Riverhead Capital Management
Delaware
$15K – – –
TWA
137
TCI Wealth Advisors
Arizona
$14K – – –
FCM
138
Flinton Capital Management
Pennsylvania
$14K +$14.8K +480 New
Loomis, Sayles & Company
139
Loomis, Sayles & Company
Massachusetts
$11K – – –
LTFS
140
Ladenburg Thalmann Financial Services
Florida
$6K +$1.78K +58 +41%
EF
141
Empirical Finance
Pennsylvania
$6K +$5.88K +191 New
IUHSA
142
Itau Unibanco Holding S.A.
Brazil
$4K -$5.54K -180 -56%
BWA
143
Burt Wealth Advisors
Maryland
$3K – – –
SIC
144
Salem Investment Counselors
North Carolina
$3K – – –
Simplex Trading
145
Simplex Trading
Illinois
$3K +$3.14K +102 New
Federated Hermes
146
Federated Hermes
Pennsylvania
$2K -$18.2K -593 -92%
GAM
147
Gemmer Asset Management
California
$2K +$308 +10 +14%
TSW
148
Thompson Siegel & Walmsley
Virginia
$2K +$1.78K +58 New
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$1K +$738 +24 New
Toronto Dominion Bank
150
Toronto Dominion Bank
Ontario, Canada
$1K +$1.35K +44 New
3 4 5
6
7

CATO Hedge Fund Activity: Q4 2016 in Review

155 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Cato Corp (CATO) for Q4 2016, worth a combined $619M — down 11% from $693M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new CATO positions and 20 closed out — a net gain of 7 holders — while 50 added to existing stakes and 56 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $6.75M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $4.46M sold.

  • 155 institutional investors held Cato Corp (CATO) as of Q4 2016, up from 152 in Q3 2016.
  • Funds reported $619M of Cato Corp stock for Q4 2016, down 11% quarter-over-quarter.
  • 27 funds opened new Cato Corp positions in Q4 2016 and 20 closed out, a net change of +7 holders.
  • The largest Cato Corp buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $6.75M added.
  • The largest Cato Corp seller in Q4 2016 was Arrowstreet Capital, an estimated $4.46M sold.

Based on aggregated 13F filings for Q4 2016.