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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
Hotchkis & Wiley Capital Management
151
Hotchkis & Wiley Capital Management
California
– -$3.05M -46,827 Closed
Balyasny Asset Management
152
Balyasny Asset Management
Illinois
– -$679K -10,414 Closed
SG Americas Securities
153
SG Americas Securities
New York
– -$363K -5,564 Closed
Acadian Asset Management
154
Acadian Asset Management
Massachusetts
– -$362K -5,554 Closed
SEI Investments
155
SEI Investments
Pennsylvania
– -$315K -4,826 Closed
Renaissance Technologies
156
Renaissance Technologies
New York
– -$313K -4,800 Closed
AQR Capital Management
157
AQR Capital Management
Connecticut
– -$236K -3,623 Closed
Jane Street
158
Jane Street
New York
– -$218K -3,345 Closed
LIA
159
LBMC Investment Advisors
Tennessee
– -$209K -3,206 Closed
MFG
160
Magnus Financial Group
New York
– -$208K -3,191 Closed
AOWM
161
Alpha Omega Wealth Management
Virginia
– -$203K -3,114 Closed
SIS
162
Sound Income Strategies
Florida
– -$71K -1,096 Closed
LIA
163
LS Investment Advisors
Michigan
– -$32K -485 Closed
EWM
164
Edge Wealth Management
New York
– -$29K -444 Closed
AWM
165
Apollon Wealth Management
South Carolina
– -$13K -201 Closed
Toronto Dominion Bank
166
Toronto Dominion Bank
Ontario, Canada
– -$9K -131 Closed
FANJ
167
Financial Architects (New Jersey)
New Jersey
– -$1K -17 Closed
OPS
168
Orion Portfolio Solutions
Nebraska
– -$1K -17 Closed
LC
169
Lindbrook Capital
California
– -$1K -15 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.