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Cathay General Bancorp

241 hedge funds and large institutions have $2.35B invested in Cathay General Bancorp in 2018 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 104 increasing their positions, 74 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 74

5% more capital invested

Capital invested by funds: $2.23B → $2.35B (+$116M)

2.55% more ownership

Funds ownership: 68.86%71.41% (+2.5%)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

1% less funds holding

Funds holding: 243241 (-2)

60% less call options, than puts

Call options by funds: $547K | Put options by funds: $1.36M

Holders
241
Holders Change
-2
Holders Change %
-0.82%
% of All Funds
5.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
104
Reduced
74
Closed
29
Calls
$547K
Puts
$1.36M
Net Calls
-$809K
Net Calls Change
+$488K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$397M +$22.3M +538,766 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$296M +$18.5M +447,892 +7%
State Street
3
State Street
Massachusetts
$170M +$6.88M +166,187 +4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$157M +$5.28M +127,407 +3%
Northern Trust
5
Northern Trust
Illinois
$97.9M +$580K +14,005 +0.6%
Invesco
6
Invesco
Georgia
$63.3M -$182K -4,404 -0.3%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$53.3M -$830K -20,047 -2%
N
8
Nuveen
North Carolina
$49.1M +$9.24M +223,232 +23%
Principal Financial Group
9
Principal Financial Group
Iowa
$46.6M -$7.7M -185,975 -14%
LSV Asset Management
10
LSV Asset Management
Illinois
$45.8M +$31.2M +752,346 +198%
Ameriprise
11
Ameriprise
Minnesota
$44.4M +$27.8K +671 +0.1%
Prudential Financial
12
Prudential Financial
New Jersey
$43.7M +$2.67M +64,550 +6%
AAMU
13
Amundi Asset Management US
Massachusetts
$42.3M +$5.17M +124,851 +14%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$37.8M +$3.31M +79,963 +9%
GKIM
15
GW&K Investment Management
Massachusetts
$30.8M -$10.9M -262,742 -26%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$30.6M +$163K +3,927 +0.5%
TA
17
Teachers Advisors
New York
$30.4M +$778K +18,775 +3%
Norges Bank
18
Norges Bank
Norway
$28.1M
JP Morgan Chase
19
JP Morgan Chase
New York
$26M -$1.46M -35,231 -5%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$22.1M +$4.28M +103,463 +23%
PAM
21
Panagora Asset Management
Massachusetts
$21.2M +$9.1M +219,731 +72%
Millennium Management
22
Millennium Management
New York
$21M -$1.51M -36,533 -7%
TCIM
23
TIAA CREF Investment Management
New York
$20.5M +$3.69M +89,200 +21%
Goldman Sachs
24
Goldman Sachs
New York
$19.7M +$4.72M +114,092 +31%
Charles Schwab
25
Charles Schwab
California
$19.5M +$1.4M +33,821 +8%

CATY Hedge Fund Activity: Q2 2018 in Review

241 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Cathay General Bancorp (CATY) for Q2 2018, worth a combined $2.35B — up 5.2% from $2.23B a quarter earlier.

Fund positioning in CATY was balanced in Q2 2018: 29 funds opened new positions, 29 closed out, 104 added to existing stakes and 74 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $31.2M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $40M sold.

  • 241 institutional investors held Cathay General Bancorp (CATY) as of Q2 2018, down from 243 in Q1 2018.
  • Funds reported $2.35B of Cathay General Bancorp stock for Q2 2018, up 5.2% quarter-over-quarter.
  • 29 funds opened new Cathay General Bancorp positions in Q2 2018 and 29 closed out, a net change of 0 holders.
  • The largest Cathay General Bancorp buyer in Q2 2018 was LSV Asset Management, an estimated $31.2M added.
  • The largest Cathay General Bancorp seller in Q2 2018 was Capital Research Global Investors, an estimated $40M sold.

Based on aggregated 13F filings for Q2 2018.