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Cato Corp

162 hedge funds and large institutions have $489M invested in Cato Corp in 2018 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 52 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 12

75% more capital invested

Capital invested by funds: $279M → $489M (+$209M)

19% more funds holding

Funds holding: 136162 (+26)

3.87% more ownership

Funds ownership: 82.25%86.12% (+3.9%)

4% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 54

42% less call options, than puts

Call options by funds: $933K | Put options by funds: $1.61M

Holders
162
Holders Change
+26
Holders Change %
+19.12%
% of All Funds
3.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
38
Increased
52
Reduced
54
Closed
12
Calls
$933K
Puts
$1.61M
Net Calls
-$677K
Net Calls Change
-$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$80.7M -$15.9M -808,556 -20%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$48.1M -$238K -12,074 -0.6%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$47.9M -$3.97M -201,605 -9%
Vanguard Group
4
Vanguard Group
Pennsylvania
$43.3M +$1.02M +51,826 +3%
State Street
5
State Street
Massachusetts
$21.2M +$669K +33,929 +4%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$15.2M +$103K +5,249 +0.9%
Charles Schwab
7
Charles Schwab
California
$11.6M +$1.38M +70,064 +17%
Man Group
8
Man Group
United Kingdom
$10.3M +$8.28M +420,200 New
JP Morgan Chase
9
JP Morgan Chase
New York
$10.2M +$6.88M +349,196 +527%
WG
10
Winton Group
United Kingdom
$9.31M +$7.45M +378,129 New
AQR Capital Management
11
AQR Capital Management
Connecticut
$8.63M +$458K +23,252 +7%
Invesco
12
Invesco
Georgia
$7.85M +$2.25M +114,207 +56%
Citadel Advisors
13
Citadel Advisors
Florida
$7.23M -$230K -11,692 -4%
Northern Trust
14
Northern Trust
Illinois
$7.08M +$32.1K +1,629 +0.6%
AL
15
AJO LP
Pennsylvania
$6.73M +$3.85M +195,336 +250%
USAA
16
United Services Automobile Association
Texas
$6.42M +$5.74K +291 +0.1%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$6.38M +$3.18M +161,410 +165%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$6.25M +$600K +30,438 +14%
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$5.84M +$4M +202,945 +594%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$5.78M -$144K -7,320 -3%
PAM
21
Panagora Asset Management
Massachusetts
$5.56M -$72.2K -3,662 -2%
Robeco Institutional Asset Management
22
Robeco Institutional Asset Management
Netherlands
$5.25M
UBS Group
23
UBS Group
Switzerland
$5.17M +$271K +13,756 +7%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$4.52M -$691K -35,084 -16%
PPA
25
Parametric Portfolio Associates
Washington
$4.45M +$312K +15,822 +10%

CATO Hedge Fund Activity: Q2 2018 in Review

162 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Cato Corp (CATO) for Q2 2018, worth a combined $489M — up 75% from $279M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new CATO positions and 12 closed out — a net gain of 26 holders — while 52 added to existing stakes and 54 trimmed.

The largest buyer was Man Group, opening a new position worth an estimated $8.28M. The largest seller was BlackRock, cutting an estimated $15.9M.

  • 162 institutional investors held Cato Corp (CATO) as of Q2 2018, up from 136 in Q1 2018.
  • Funds reported $489M of Cato Corp stock for Q2 2018, up 75% quarter-over-quarter.
  • 38 funds opened new Cato Corp positions in Q2 2018 and 12 closed out, a net change of +26 holders.
  • The largest Cato Corp buyer in Q2 2018 was Man Group, an estimated $8.28M added.
  • The largest Cato Corp seller in Q2 2018 was BlackRock, an estimated $15.9M sold.

Based on aggregated 13F filings for Q2 2018.