We are live on ! Find out more
CHCO icon

City Holding Co
CHCO

150 hedge funds and large institutions have $600M invested in City Holding Co in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 49 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 20

1% more funds holding

Funds holding: 149 → 150 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less ownership

Funds ownership: 67.01% → 65.01% (-2%)

15% less capital invested

Capital invested by funds: $705M → $600M (-$105M)

16% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 49

Holders
150
Holders Change
+1
Holders Change %
+0.67%
% of All Funds
3.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
41
Reduced
49
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$2.25M
2
First Trust Advisors
First Trust Advisors
Illinois
+$2.01M
3
TD Asset Management
TD Asset Management
Ontario, Canada
+$1.46M
4
Invesco
Invesco
Georgia
+$1.42M
5
Charles Schwab
Charles Schwab
California
+$1.39M

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$7.35M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$6.57M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$5.82M
4
EVM
Eaton Vance Management
Massachusetts
-$4.53M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
126
Prestige Wealth Management Group
New Jersey
$19K – – –
SWA
127
Sutton Wealth Advisors
Florida
$15.6K +$11.1K +177 +190%
VCM
128
Versant Capital Management
Arizona
$13K -$1.25K -20 -8%
QT
129
Quantbot Technologies
New York
$13K +$15K +240 New
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$10K – – –
PCG
131
Private Capital Group
Connecticut
$9K -$1.81K -29 -16%
ST
132
Smithfield Trust
Pennsylvania
$9K +$6.26K +100 +182%
PFGIA
133
Patriot Financial Group Insurance Agency
Massachusetts
$8K – – –
EFSCE
134
Enterprise Financial Services Corp (EFSC)
Missouri
$6K – – –
Lazard Asset Management
135
Lazard Asset Management
New York
$5K -$39.9K -638 -88%
GAM
136
Gemmer Asset Management
California
$5K – – –
TWA
137
TCI Wealth Advisors
Arizona
$3K +$2.69K +43 +287%
PA
138
Parallel Advisors
California
$3K +$3.07K +49 New
HI
139
Human Investing
Oregon
$2K – – –
PFBT
140
Parkside Financial Bank & Trust
Missouri
$2K – – –
TFO
141
Tarbox Family Office
California
$2K +$188 +3 +9%
MAM
142
Meeder Asset Management
Ohio
$2K +$939 +15 +65%
ABC
143
Associated Banc-Corp
Wisconsin
$1K – – –
GWS
144
Glassman Wealth Services
Virginia
$1K – – –
QCG
145
Quadrant Capital Group
Ohio
$1K – – –
BWA
146
BDO Wealth Advisors
Florida
$1K +$563 +9 New
S
147
SignatureFD
Georgia
$1K +$563 +9 New
ASN
148
Advisory Services Network
Georgia
$1K +$939 +15 New
Millennium Management
149
Millennium Management
New York
$382 +$131K +2,094 +46%
Schroder Investment Management Group
150
Schroder Investment Management Group
United Kingdom
– -$6.57M -100,866 Closed
3 4 5
6
7

CHCO Hedge Fund Activity: Q3 2020 in Review

150 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in City Holding Co (CHCO) for Q3 2020, worth a combined $600M — down 15% from $705M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new CHCO positions and 20 closed out — a net gain of 1 holder — while 41 added to existing stakes and 49 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $2.25M. The largest seller was Royce & Associates, cutting an estimated $7.35M.

  • 150 institutional investors held City Holding Co (CHCO) as of Q3 2020, up from 149 in Q2 2020.
  • Funds reported $600M of City Holding Co stock for Q3 2020, down 15% quarter-over-quarter.
  • 21 funds opened new City Holding Co positions in Q3 2020 and 20 closed out, a net change of +1 holder.
  • The largest City Holding Co buyer in Q3 2020 was JP Morgan Chase, an estimated $2.25M added.
  • The largest City Holding Co seller in Q3 2020 was Royce & Associates, an estimated $7.35M sold.

Based on aggregated 13F filings for Q3 2020.