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City Holding Co
CHCO

200 hedge funds and large institutions have $1.2B invested in City Holding Co in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 47 increasing their positions, 86 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 12

26% more capital invested

Capital invested by funds: $951M → $1.2B (+$251M)

9% more funds holding

Funds holding: 184 → 200 (+16)

3.39% more ownership

Funds ownership: 70.15% → 73.54% (+3.4%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

45% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 86

Holders
200
Holders Change
+16
Holders Change %
+8.7%
% of All Funds
2.92%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
29
Increased
47
Reduced
86
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$21.4M
2
AWM
Axxcess Wealth Management
California
+$9.03M
3
Goldman Sachs
Goldman Sachs
New York
+$8.75M
4
State Street
State Street
Massachusetts
+$4.89M
5
EI
EAM Investors
California
+$3.11M

Top Sellers

Rank Fund Capital Flow
1
WHG
Westwood Holdings Group
Texas
-$7.42M
2
ESBC
E.S. Barr & Co
Kentucky
-$3.01M
3
BlackRock
BlackRock
New York
-$2.41M
4
CSS
Cubist Systematic Strategies
Connecticut
-$2.14M
5
Millennium Management
Millennium Management
New York
-$1.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
151
Osaic Holdings
Arizona
$194K -$50.7K -518 -23%
Fidelity Investments
152
Fidelity Investments
Massachusetts
$170K -$172K -1,757 -53%
AIP
153
Ameritas Investment Partners
Nebraska
$167K – – –
Public Employees Retirement Association of Colorado
154
Public Employees Retirement Association of Colorado
Colorado
$146K – – –
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$125K -$141K -1,439 -56%
Federated Hermes
156
Federated Hermes
Pennsylvania
$125K -$294 -3 -0.3%
Northwestern Mutual Wealth Management
157
Northwestern Mutual Wealth Management
Wisconsin
$124K – – –
HWA
158
Heritage Wealth Advisors
Virginia
$117K -$7.73K -79 -7%
MLICM
159
Metropolitan Life Insurance Company (MetLife)
New York
$94.2K – – –
Qube Research & Technologies (QRT)
160
Qube Research & Technologies (QRT)
United Kingdom
$93.1K -$517K -5,282 -86%
CSS
161
Cubist Systematic Strategies
Connecticut
$85.3K -$2.14M -21,890 -97%
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$82.9K – – –
Bessemer Group
163
Bessemer Group
New Jersey
$74K – – –
KBC Group
164
KBC Group
Belgium
$58K – – –
Point72 Asset Management
165
Point72 Asset Management
Connecticut
$55.1K -$105K -1,078 -68%
PAS
166
Point72 Asia (Singapore)
Singapore
$49.4K +$43.8K +448 New
US Bancorp
167
US Bancorp
Minnesota
$48.2K -$4.89K -50 -10%
AIC
168
Archer Investment Corporation
Indiana
$40.4K – – –
MSWM
169
McGlone Suttner Wealth Management
Wisconsin
$37.5K +$33.3K +340 New
PWMG
170
Prestige Wealth Management Group
New Jersey
$34.6K -$1.47K -15 -5%
CAS
171
Coppell Advisory Solutions
Texas
$24.6K +$21.8K +223 New
AWM
172
Atticus Wealth Management
Florida
$24.3K – – –
National Bank of Canada
173
National Bank of Canada
Quebec, Canada
$21.8K +$19.2K +196 New
GWM
174
Geneos Wealth Management
Colorado
$19.3K – – –
ST
175
Smithfield Trust
Pennsylvania
$17K – – –
5 6
7
8 9

CHCO Hedge Fund Activity: Q4 2023 in Review

200 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in City Holding Co (CHCO) for Q4 2023, worth a combined $1.2B — up 26% from $951M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new CHCO positions and 12 closed out — a net gain of 17 holders — while 47 added to existing stakes and 86 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $21.4M. The largest seller was Westwood Holdings Group, cutting an estimated $7.42M.

  • 200 institutional investors held City Holding Co (CHCO) as of Q4 2023, up from 184 in Q3 2023.
  • Funds reported $1.2B of City Holding Co stock for Q4 2023, up 26% quarter-over-quarter.
  • 29 funds opened new City Holding Co positions in Q4 2023 and 12 closed out, a net change of +17 holders.
  • The largest City Holding Co buyer in Q4 2023 was Morgan Stanley, an estimated $21.4M added.
  • The largest City Holding Co seller in Q4 2023 was Westwood Holdings Group, an estimated $7.42M sold.

Based on aggregated 13F filings for Q4 2023.