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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$21.4M |
| 2 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
+$9.03M |
| 3 |
Goldman Sachs
New York
|
+$8.75M |
| 4 |
State Street
Boston,
Massachusetts
|
+$4.89M |
| 5 |
EI
EAM Investors
Solana Beach,
California
|
+$3.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$7.42M |
| 2 |
ESBC
E.S. Barr & Co
Lexington,
Kentucky
|
-$3.01M |
| 3 |
BlackRock
New York
|
-$2.41M |
| 4 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$2.14M |
| 5 |
Millennium Management
New York
|
-$1.65M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
SG Americas Securities
New York
| – | -$806K | -8,921 | Closed |
|
202
Allianz Asset Management
Munich,
Germany
| – | -$795K | -8,800 | Closed |
|
|
XT
203
XTX Topco
George Town,
Cayman Islands
| – | -$266K | -2,946 | Closed |
|
|
MM
204
MQS Management
New York
| – | -$247K | -2,731 | Closed |
|
205
Lido Advisors
Los Angeles,
California
| – | -$237K | -2,619 | Closed |
|
206
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$225K | -2,467 | Closed |
|
|
QT
207
Quantbot Technologies
New York
| – | -$178K | -1,975 | Closed |
|
208
Allspring Global Investments
Charlotte,
North Carolina
| – | -$113K | -1,254 | Closed |
|
209
Lazard Asset Management
New York
| – | -$80K | -896 | Closed |
|
|
ACM
210
Aquatic Capital Management
Chicago,
Illinois
| – | -$54K | -600 | Closed |
|
|
GCM
211
Gladius Capital Management
Chicago,
Illinois
| – | -$4.25K | -47 | Closed |
|
212
AssetMark Inc
Concord,
California
| – | -$181 | -2 | Closed |
|
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.