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Cato Corp
CATO

154 hedge funds and large institutions have $975M invested in Cato Corp in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 52 increasing their positions, 59 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

16% more capital invested

Capital invested by funds: $838M → $975M (+$137M)

5% more funds holding

Funds holding: 147 → 154 (+7)

4.56% less ownership

Funds ownership: 92.94% → 88.38% (-4.6%)

12% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 59

Holders
154
Holders Change
+7
Holders Change %
+4.76%
% of All Funds
4.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
52
Reduced
59
Closed
12
Calls
$785K
Puts
–
Net Calls
+$785K
Net Calls Change
+$785K

Top Buyers

Rank Fund Capital Flow
1
EAM
Eagle Asset Management
Florida
+$11.4M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$10.8M
3
State Street
State Street
Massachusetts
+$8.79M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$5.62M
5
BFA
BlackRock Fund Advisors
California
+$5.53M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$36.3M
2
RA
Royce & Associates
New York
-$25.1M
3
DIA
Denver Investment Advisors
Colorado
-$18.5M
4
LSV Asset Management
LSV Asset Management
Illinois
-$15.5M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
-$7.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
DSC
151
Duncker Streett & Co
Missouri
$3K – – –
Creative Planning
152
Creative Planning
Kansas
$2K +$1.62K +43 New
Manulife (Manufacturers Life Insurance)
153
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$739 -$16.3K -433 -2%
RWML
154
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$717 – – –
DIA
155
Denver Investment Advisors
Colorado
– -$18.5M -538,269 Closed
BGIM
156
Brandywine Global Investment Management
Pennsylvania
– -$7.13M -206,897 Closed
MPM
157
Meritage Portfolio Management
Kansas
– -$4.59M -133,250 Closed
MAA
158
Managed Account Advisors
New Jersey
– -$1.21M -35,036 Closed
HHC
159
Hutchin Hill Capital
New York
– -$912K -26,466 Closed
BIM
160
Bogle Investment Management
Massachusetts
– -$427K -12,400 Closed
CL
161
CSS LLC
Illinois
– -$386K -11,205 Closed
Tudor Investment Corp
162
Tudor Investment Corp
Connecticut
– -$366K -10,632 Closed
Parallax Volatility Advisers
163
Parallax Volatility Advisers
California
– -$25K -720 Closed
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
– -$13K -387 Closed
Envestnet Asset Management
165
Envestnet Asset Management
Illinois
– -$4K -103 Closed
Group One Trading
166
Group One Trading
Illinois
– -$3.76K -100 Closed
3 4 5 6
7

CATO Hedge Fund Activity: Q4 2014 in Review

154 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Cato Corp (CATO) for Q4 2014, worth a combined $975M — up 16% from $838M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new CATO positions and 12 closed out — a net gain of 9 holders — while 52 added to existing stakes and 59 trimmed.

The largest buyer was Eagle Asset Management, opening a new position worth an estimated $11.4M. The largest seller was Wellington Management Group, cutting an estimated $36.3M.

  • 154 institutional investors held Cato Corp (CATO) as of Q4 2014, up from 147 in Q3 2014.
  • Funds reported $975M of Cato Corp stock for Q4 2014, up 16% quarter-over-quarter.
  • 21 funds opened new Cato Corp positions in Q4 2014 and 12 closed out, a net change of +9 holders.
  • The largest Cato Corp buyer in Q4 2014 was Eagle Asset Management, an estimated $11.4M added.
  • The largest Cato Corp seller in Q4 2014 was Wellington Management Group, an estimated $36.3M sold.

Based on aggregated 13F filings for Q4 2014.