Cato Corp
CATO
117 hedge funds and large institutions have $157M invested in Cato Corp in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 59 reducing their positions, and 12 closing their positions.
50% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 12
17% more capital invested
Capital invested by funds: $134M → $157M (+$22.9M)
5% more funds holding
Funds holding: 111 → 117 (+6)
3.17% less ownership
Funds ownership: 65.94% → 62.77% (-3.2%)
56% less call options, than puts
Call options by funds: $440K | Put options by funds: $989K
63% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 59
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$1.76M |
| 2 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$1.19M |
| 3 |
YAM
Yacktman Asset Management
Austin,
Texas
|
+$1.08M |
| 4 |
BlackRock
New York
|
+$991K |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$987K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$4.86M |
| 2 |
Morgan Stanley
New York
|
-$3.51M |
| 3 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$1.41M |
| 4 |
State Street
Boston,
Massachusetts
|
-$1.37M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$1.27M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Schroder Investment Management Group
London,
United Kingdom
| – | -$33K | -3,488 | Closed |
|
127
Osaic Holdings
Scottsdale,
Arizona
| – | -$29K | -3,000 | Closed |
|
|
VCG
128
Vantage Consulting Group
Virginia Beach,
Virginia
| – | -$19K | -1,990 | Closed |
|
CATO Hedge Fund Activity: Q1 2021 in Review
117 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Cato Corp (CATO) for Q1 2021, worth a combined $157M — up 17% from $134M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new CATO positions and 12 closed out — a net gain of 6 holders — while 22 added to existing stakes and 59 trimmed.
The largest buyer was Invesco, adding an estimated $1.76M. The largest seller was Charles Schwab, cutting an estimated $4.86M.
- 117 institutional investors held Cato Corp (CATO) as of Q1 2021, up from 111 in Q4 2020.
- Funds reported $157M of Cato Corp stock for Q1 2021, up 17% quarter-over-quarter.
- 18 funds opened new Cato Corp positions in Q1 2021 and 12 closed out, a net change of +6 holders.
- The largest Cato Corp buyer in Q1 2021 was Invesco, an estimated $1.76M added.
- The largest Cato Corp seller in Q1 2021 was Charles Schwab, an estimated $4.86M sold.
Based on aggregated 13F filings for Q1 2021.