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Cathay General Bancorp

226 hedge funds and large institutions have $2.46B invested in Cathay General Bancorp in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 64 increasing their positions, 92 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

13,183% more call options, than puts

Call options by funds: $5.31M | Put options by funds: $40K

59% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 22

30% more capital invested

Capital invested by funds: $1.9B → $2.46B (+$566M)

4% more funds holding

Funds holding: 217226 (+9)

0.84% more ownership

Funds ownership: 75.18%76.02% (+0.84%)

30% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 92

Holders
226
Holders Change
+9
Holders Change %
+4.15%
% of All Funds
3.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
35
Increased
64
Reduced
92
Closed
22
Calls
$5.31M
Puts
$40K
Net Calls
+$5.27M
Net Calls Change
+$3.18M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$475M +$40.1M +1,070,831 +11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$368M +$7.35M +196,146 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$172M +$5.63M +150,331 +4%
State Street
4
State Street
Massachusetts
$164M +$19.7M +525,064 +17%
Charles Schwab
5
Charles Schwab
California
$91.5M +$953K +25,421 +1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$70.8M +$2.58M +68,904 +5%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$69.4M -$3.66M -97,717 -6%
Morgan Stanley
8
Morgan Stanley
New York
$66.8M +$25.3M +674,841 +82%
Principal Financial Group
9
Principal Financial Group
Iowa
$66.4M -$1.91M -50,888 -3%
Goldman Sachs
10
Goldman Sachs
New York
$57.4M -$47M -1,253,880 -49%
T. Rowe Price Investment Management
11
T. Rowe Price Investment Management
Maryland
$53.8M +$3.43M +91,465 +8%
Invesco
12
Invesco
Georgia
$48.8M +$6.26M +166,929 +18%
LSV Asset Management
13
LSV Asset Management
Illinois
$46.9M -$3.39M -90,500 -8%
Northern Trust
14
Northern Trust
Illinois
$45.5M +$230K +6,134 +0.6%
BTW
15
Boston Trust Walden
Massachusetts
$43.3M +$127K +3,385 +0.3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$40.1M +$598K +15,969 +2%
American Century Companies
17
American Century Companies
Missouri
$38.7M +$4.86M +129,732 +18%
First Trust Advisors
18
First Trust Advisors
Illinois
$38.4M +$5.02M +133,852 +18%
N
19
Nuveen
North Carolina
$37M -$4.04M -107,701 -11%
GKIM
20
GW&K Investment Management
Massachusetts
$35.6M -$2M -53,268 -6%
Norges Bank
21
Norges Bank
Norway
$34.6M +$5.05M +134,717 +21%
Ameriprise
22
Ameriprise
Minnesota
$33.7M -$3.18M -84,981 -10%
GT
23
Glenmede Trust
Pennsylvania
$18.4M -$422K -11,248 -3%
JAM
24
Jupiter Asset Management
United Kingdom
$14.7M -$148K -3,956 -1%
Holocene Advisors
25
Holocene Advisors
New York
$13.5M +$7.55M +201,451 +201%

CATY Hedge Fund Activity: Q4 2023 in Review

226 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Cathay General Bancorp (CATY) for Q4 2023, worth a combined $2.46B — up 30% from $1.9B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new CATY positions and 22 closed out — a net gain of 13 holders — while 64 added to existing stakes and 92 trimmed.

The largest buyer was BlackRock, adding an estimated $40.1M. The largest seller was Goldman Sachs, cutting an estimated $47M.

  • 226 institutional investors held Cathay General Bancorp (CATY) as of Q4 2023, up from 217 in Q3 2023.
  • Funds reported $2.46B of Cathay General Bancorp stock for Q4 2023, up 30% quarter-over-quarter.
  • 35 funds opened new Cathay General Bancorp positions in Q4 2023 and 22 closed out, a net change of +13 holders.
  • The largest Cathay General Bancorp buyer in Q4 2023 was BlackRock, an estimated $40.1M added.
  • The largest Cathay General Bancorp seller in Q4 2023 was Goldman Sachs, an estimated $47M sold.

Based on aggregated 13F filings for Q4 2023.