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Cato Corp

125 hedge funds and large institutions have $688M invested in Cato Corp in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 51 increasing their positions, 46 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $615M → $688M (+$73M)

11% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 46

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

0.07% less ownership

Funds ownership: 89.58%89.51% (-0.07%)

1% less funds holding

Funds holding: 126125 (-1)

Holders
125
Holders Change
-1
Holders Change %
-0.79%
% of All Funds
4.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
51
Reduced
46
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$117M +$2.14M +78,467 +2%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$108M +$4.48M +164,454 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$45.6M +$1.19M +43,764 +3%
Franklin Resources
4
Franklin Resources
California
$42.1M -$566K -20,762 -1%
BFA
5
BlackRock Fund Advisors
California
$40.6M +$3.26M +119,696 +9%
Macquarie Group
6
Macquarie Group
Australia
$33.5M +$2.01M +73,539 +7%
State Street
7
State Street
Massachusetts
$21.4M -$4.87M -178,520 -19%
BIT
8
BlackRock Institutional Trust
California
$19.9M -$657K -24,090 -3%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$19.5M +$256K +9,374 +1%
DIA
10
Denver Investment Advisors
Colorado
$16.3M -$1.09M -39,850 -6%
CIP
11
Chartwell Investment Partners
Pennsylvania
$13.5M +$1.78M +65,350 +16%
Northern Trust
12
Northern Trust
Illinois
$12M -$537K -19,690 -4%
LSV Asset Management
13
LSV Asset Management
Illinois
$10.9M -$450K -16,500 -4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$10.6M +$636K +23,311 +7%
DGHMC
15
Dalton, Greiner, Hartman, Maher & Co
New York
$9.93M +$402K +14,759 +4%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$9.79M
USAA
17
United Services Automobile Association
Texas
$9.71M +$183K +6,700 +2%
Ameriprise
18
Ameriprise
Minnesota
$9.59M +$199K +7,291 +2%
OCG
19
Opus Capital Group
Ohio
$8.51M +$42.7K +1,565 +0.5%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$7.42M -$712K -26,099 -9%
Norges Bank
21
Norges Bank
Norway
$7.2M +$966K +35,411 +16%
Brown Advisory
22
Brown Advisory
Maryland
$5.95M +$709K +26,021 +14%
RFC
23
Russell Frank Company
Washington
$5.57M +$14.9K +547 +0.3%
AQR Capital Management
24
AQR Capital Management
Connecticut
$4.77M -$4.62M -169,614 -50%
LKIM
25
Lawson Kroeker Investment Management
Nebraska
$4.74M -$4.09K -150 -0.1%

CATO Hedge Fund Activity: Q3 2013 in Review

125 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Cato Corp (CATO) for Q3 2013, worth a combined $688M — up 12% from $615M a quarter earlier.

Fund positioning in CATO was balanced in Q3 2013: 7 funds opened new positions, 7 closed out, 51 added to existing stakes and 46 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $4.48M. The largest seller was Boston Partners, exiting entirely with an estimated $5.41M sold.

  • 125 institutional investors held Cato Corp (CATO) as of Q3 2013, down from 126 in Q2 2013.
  • Funds reported $688M of Cato Corp stock for Q3 2013, up 12% quarter-over-quarter.
  • 7 funds opened new Cato Corp positions in Q3 2013 and 7 closed out, a net change of 0 holders.
  • The largest Cato Corp buyer in Q3 2013 was Wellington Management Group, an estimated $4.48M added.
  • The largest Cato Corp seller in Q3 2013 was Boston Partners, an estimated $5.41M sold.

Based on aggregated 13F filings for Q3 2013.