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Cato Corp

137 hedge funds and large institutions have $764M invested in Cato Corp in 2013 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 51 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

11% more capital invested

Capital invested by funds: $688M → $764M (+$76.3M)

10% more funds holding

Funds holding: 125137 (+12)

0.01% more ownership

Funds ownership: 89.51%89.52% (+0.01%)

10% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 51

Holders
137
Holders Change
+12
Holders Change %
+9.6%
% of All Funds
3.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
46
Reduced
51
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$118M -$4.54M -147,535 -4%
RA
2
Royce & Associates
New York
$109M -$23.5M -763,850 -18%
Vanguard Group
3
Vanguard Group
Pennsylvania
$53.6M +$1.7M +55,331 +3%
Franklin Resources
4
Franklin Resources
California
$52.4M +$4.49M +145,900 +10%
BFA
5
BlackRock Fund Advisors
California
$47.2M +$1.07M +34,798 +2%
Macquarie Group
6
Macquarie Group
Australia
$35.5M -$2.51M -81,712 -7%
State Street
7
State Street
Massachusetts
$23.9M -$425K -13,797 -2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$23.5M +$1.36M +44,046 +6%
BIT
9
BlackRock Institutional Trust
California
$22.3M -$295K -9,575 -1%
CIP
10
Chartwell Investment Partners
Pennsylvania
$14.9M -$485K -15,760 -3%
Northern Trust
11
Northern Trust
Illinois
$13.4M -$195K -6,326 -1%
DGHMC
12
Dalton, Greiner, Hartman, Maher & Co
New York
$12.5M +$1.18M +38,323 +11%
LSV Asset Management
13
LSV Asset Management
Illinois
$11.5M -$947K -30,780 -8%
USAA
14
United Services Automobile Association
Texas
$11.4M +$323K +10,500 +3%
Ameriprise
15
Ameriprise
Minnesota
$11.3M +$375K +12,194 +4%
OCG
16
Opus Capital Group
Ohio
$11.2M +$1.51M +49,167 +16%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$10.1M -$1.88M -61,179 -16%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$9.54M -$1.54M -49,960 -14%
Norges Bank
19
Norges Bank
Norway
$8.18M
Brown Advisory
20
Brown Advisory
Maryland
$7.16M +$382K +12,427 +6%
JP Morgan Chase
21
JP Morgan Chase
New York
$6.61M +$4.08M +132,423 +175%
AL
22
AJO LP
Pennsylvania
$6.31M +$6.11M +198,400 New
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$6.13M -$2.22M -72,200 -27%
Goldman Sachs
24
Goldman Sachs
New York
$5.39M +$2.19M +71,104 +72%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$5.39M +$442K +14,376 +9%

CATO Hedge Fund Activity: Q4 2013 in Review

137 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Cato Corp (CATO) for Q4 2013, worth a combined $764M — up 11% from $688M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new CATO positions and 9 closed out — a net gain of 12 holders — while 46 added to existing stakes and 51 trimmed.

The largest buyer was AJO LP, opening a new position worth an estimated $6.11M. The largest seller was Royce & Associates, cutting an estimated $23.5M.

  • 137 institutional investors held Cato Corp (CATO) as of Q4 2013, up from 125 in Q3 2013.
  • Funds reported $764M of Cato Corp stock for Q4 2013, up 11% quarter-over-quarter.
  • 21 funds opened new Cato Corp positions in Q4 2013 and 9 closed out, a net change of +12 holders.
  • The largest Cato Corp buyer in Q4 2013 was AJO LP, an estimated $6.11M added.
  • The largest Cato Corp seller in Q4 2013 was Royce & Associates, an estimated $23.5M sold.

Based on aggregated 13F filings for Q4 2013.