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Cato Corp
CATO

145 hedge funds and large institutions have $456M invested in Cato Corp in 2017 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 68 increasing their positions, 35 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 35

1.62% more ownership

Funds ownership: 81.97% → 83.59% (+1.6%)

6% less funds holding

Funds holding: 155 → 145 (-10)

15% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 33

26% less capital invested

Capital invested by funds: $619M → $456M (-$162M)

49% less call options, than puts

Call options by funds: $308K | Put options by funds: $603K

Holders
145
Holders Change
-10
Holders Change %
-6.45%
% of All Funds
3.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
68
Reduced
35
Closed
33
Calls
$308K
Puts
$603K
Net Calls
-$295K
Net Calls Change
+$150K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$81M
2
DIA
Denver Investment Advisors
Colorado
+$8.74M
3
Norges Bank
Norges Bank
Norway
+$7.12M
4
DIA
Dean Investment Associates
Ohio
+$5.88M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$5.06M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$26M
2
Macquarie Group
Macquarie Group
Australia
-$15.9M
3
JIR
James Investment Research
Ohio
-$10.8M
4
RA
Royce & Associates
New York
-$8.76M
5
EAM
Eagle Asset Management
Florida
-$5.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
151
Secor Capital Advisors
New York
– -$1.32M -43,804 Closed
LCM
152
Landscape Capital Management
New Jersey
– -$864K -28,708 Closed
AIM
153
Alambic Investment Management
California
– -$629K -20,900 Closed
FMBTD
154
First Midwest Bank Trust Division
Illinois
– -$471K -15,660 Closed
AA
155
ALPS Advisors
Colorado
– -$388K -12,911 Closed
SO
156
STRS Ohio
Ohio
– -$287K -11,500 Closed
HSBC Holdings
157
HSBC Holdings
United Kingdom
– -$312K -10,393 Closed
CG
158
Clinton Group
New York
– -$308K -10,239 Closed
T. Rowe Price Associates
159
T. Rowe Price Associates
Maryland
– -$271K -9,020 Closed
CAM
160
Capstone Asset Management
Texas
– -$260K -8,643 Closed
PA
161
Profund Advisors
Maryland
– -$242K -8,048 Closed
AP
162
AHL Partners
United Kingdom
– -$203K -6,740 Closed
AG
163
Aperio Group
California
– -$201K -6,698 Closed
PAM
164
Paradigm Asset Management
New York
– -$114K -3,800 Closed
Nisa Investment Advisors
165
Nisa Investment Advisors
Missouri
– -$84K -2,800 Closed
FQ
166
First Quadrant
California
– -$80K -2,647 Closed
SIA
167
Sit Investment Associates
Minnesota
– -$59K -1,950 Closed
EF
168
Empirical Finance
Pennsylvania
– -$6K -191 Closed
IUHSA
169
Itau Unibanco Holding S.A.
Brazil
– -$4K -140 Closed
Simplex Trading
170
Simplex Trading
Illinois
– -$2.54K -102 Closed
SIC
171
Salem Investment Counselors
North Carolina
– -$3K -100 Closed
TSW
172
Thompson Siegel & Walmsley
Virginia
– -$2K -58 Closed
Toronto Dominion Bank
173
Toronto Dominion Bank
Ontario, Canada
– -$1K -44 Closed
Northwestern Mutual Wealth Management
174
Northwestern Mutual Wealth Management
Wisconsin
– -$1K -24 Closed
RWML
175
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
– -$511 -17 Closed
4 5 6
7
8

CATO Hedge Fund Activity: Q1 2017 in Review

145 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Cato Corp (CATO) for Q1 2017, worth a combined $456M — down 26% from $619M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of CATO and 28 opened new positions — a net loss of 5 holders — while 35 trimmed existing stakes and 68 added.

The largest buyer was BlackRock, adding an estimated $81M. The largest seller was Franklin Resources, exiting entirely with an estimated $26M sold.

  • 145 institutional investors held Cato Corp (CATO) as of Q1 2017, down from 155 in Q4 2016.
  • Funds reported $456M of Cato Corp stock for Q1 2017, down 26% quarter-over-quarter.
  • 28 funds opened new Cato Corp positions in Q1 2017 and 33 closed out, a net change of -5 holders.
  • The largest Cato Corp buyer in Q1 2017 was BlackRock, an estimated $81M added.
  • The largest Cato Corp seller in Q1 2017 was Franklin Resources, an estimated $26M sold.

Based on aggregated 13F filings for Q1 2017.