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City Holding Co

175 hedge funds and large institutions have $788M invested in City Holding Co in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 38 increasing their positions, 65 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

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

10% more funds holding

Funds holding: 159175 (+16)

2% more capital invested

Capital invested by funds: $772M → $788M (+$16.8M)

0.51% less ownership

Funds ownership: 64.44%63.92% (-0.51%)

22% less call options, than puts

Call options by funds: $254K | Put options by funds: $325K

42% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 65

Holders
175
Holders Change
+16
Holders Change %
+10.06%
% of All Funds
2.69%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
29
Increased
38
Reduced
65
Closed
12
Calls
$254K
Puts
$325K
Net Calls
-$71K
Net Calls Change
+$178K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$183M -$1.83M -22,789 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$135M -$1.88M -23,491 -1%
State Street
3
State Street
Massachusetts
$51.3M -$700K -8,725 -1%
Macquarie Group
4
Macquarie Group
Australia
$47M +$770K +9,597 +2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$41.8M -$579K -7,220 -1%
JP Morgan Chase
6
JP Morgan Chase
New York
$32.2M -$582K -7,260 -2%
Northern Trust
7
Northern Trust
Illinois
$24.5M -$659K -8,223 -3%
Charles Schwab
8
Charles Schwab
California
$23.9M +$912K +11,373 +4%
CHC
9
City Holding Co
West Virginia
$23.2M -$188K -2,339 -0.8%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$22.1M -$390K -4,858 -2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$19.3M -$1.56M -19,491 -8%
Invesco
12
Invesco
Georgia
$12.5M -$64.5K -804 -0.5%
ProShare Advisors
13
ProShare Advisors
Maryland
$10.1M -$130K -1,616 -1%
Principal Financial Group
14
Principal Financial Group
Iowa
$9.88M -$531K -6,624 -5%
Norges Bank
15
Norges Bank
Norway
$9.6M
Bank of America
16
Bank of America
North Carolina
$6.89M +$943K +11,762 +16%
Morgan Stanley
17
Morgan Stanley
New York
$5.47M -$367K -4,576 -6%
Ameriprise
18
Ameriprise
Minnesota
$5.2M -$97.6K -1,217 -2%
Goldman Sachs
19
Goldman Sachs
New York
$4.88M +$2.32M +28,961 +94%
N
20
Nuveen
North Carolina
$4.85M -$393K -4,905 -7%
TD Asset Management
21
TD Asset Management
Ontario, Canada
$4.07M -$40.1K -500 -1%
GKIM
22
GW&K Investment Management
Massachusetts
$3.98M -$215K -2,687 -5%
PPA
23
Parametric Portfolio Associates
Washington
$3.67M +$149K +1,856 +4%
Legal & General Group
24
Legal & General Group
United Kingdom
$3.58M +$43.1K +538 +1%
HSBC Holdings
25
HSBC Holdings
United Kingdom
$3.56M +$3.52M +43,842 New

CHCO Hedge Fund Activity: Q4 2021 in Review

175 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in City Holding Co (CHCO) for Q4 2021, worth a combined $788M — up 2.2% from $772M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new CHCO positions and 12 closed out — a net gain of 17 holders — while 38 added to existing stakes and 65 trimmed.

The largest buyer was HSBC Holdings, opening a new position worth an estimated $3.52M. The largest seller was Buckingham Strategic Wealth, exiting entirely with an estimated $11.2M sold.

  • 175 institutional investors held City Holding Co (CHCO) as of Q4 2021, up from 159 in Q3 2021.
  • Funds reported $788M of City Holding Co stock for Q4 2021, up 2.2% quarter-over-quarter.
  • 29 funds opened new City Holding Co positions in Q4 2021 and 12 closed out, a net change of +17 holders.
  • The largest City Holding Co buyer in Q4 2021 was HSBC Holdings, an estimated $3.52M added.
  • The largest City Holding Co seller in Q4 2021 was Buckingham Strategic Wealth, an estimated $11.2M sold.

Based on aggregated 13F filings for Q4 2021.