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City Holding Co

173 hedge funds and large institutions have $960M invested in City Holding Co in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 56 increasing their positions, 62 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

1% more capital invested

Capital invested by funds: $954M → $960M (+$6.92M)

1% more funds holding

Funds holding: 172173 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.39% less ownership

Funds ownership: 71.21%70.82% (-0.39%)

10% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 62

Holders
173
Holders Change
+1
Holders Change %
+0.58%
% of All Funds
2.72%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
56
Reduced
62
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$199M +$112K +1,238 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$162M -$453K -4,989 -0.3%
State Street
3
State Street
Massachusetts
$61.2M +$2.65M +29,195 +4%
WHG
4
Westwood Holdings Group
Texas
$56.3M -$2.25M -24,812 -4%
Macquarie Group
5
Macquarie Group
Australia
$51.2M +$665K +7,325 +1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$47.6M +$1.54M +17,016 +3%
Charles Schwab
7
Charles Schwab
California
$34.3M +$1.39M +15,311 +4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$28.2M +$1.46M +16,141 +5%
Northern Trust
9
Northern Trust
Illinois
$25.7M +$449K +4,953 +2%
CHC
10
City Holding Co
West Virginia
$24.9M -$323K -3,560 -1%
ESBC
11
E.S. Barr & Co
Kentucky
$22.8M +$22.6M +249,434 +6,213%
JP Morgan Chase
12
JP Morgan Chase
New York
$19.1M +$950K +10,466 +5%
Robeco Institutional Asset Management
13
Robeco Institutional Asset Management
Netherlands
$18.3M -$486K -5,359 -3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$16.1M -$575K -6,338 -3%
Morgan Stanley
15
Morgan Stanley
New York
$13.9M -$249K -2,740 -2%
Norges Bank
16
Norges Bank
Norway
$10.8M
Invesco
17
Invesco
Georgia
$9.94M -$1.28M -14,117 -11%
LI
18
Leeward Investments
Massachusetts
$8.58M -$231K -2,549 -3%
Principal Financial Group
19
Principal Financial Group
Iowa
$7.93M -$500K -5,508 -6%
BCM
20
Bridgeway Capital Management
Texas
$6.52M
Bank of America
21
Bank of America
North Carolina
$6.3M -$319K -3,519 -5%
American Century Companies
22
American Century Companies
Missouri
$6.04M +$106K +1,173 +2%
TD Asset Management
23
TD Asset Management
Ontario, Canada
$5.35M -$9.07K -100 -0.2%
Ameriprise
24
Ameriprise
Minnesota
$4.93M -$286K -3,148 -5%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$4.65M -$71.3K -786 -1%

CHCO Hedge Fund Activity: Q2 2023 in Review

173 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in City Holding Co (CHCO) for Q2 2023, worth a combined $960M — up 0.73% from $954M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new CHCO positions and 13 closed out — a net gain of 1 holder — while 56 added to existing stakes and 62 trimmed.

The largest buyer was E.S. Barr & Co, adding an estimated $22.6M. The largest seller was ProShare Advisors, cutting an estimated $8.66M.

  • 173 institutional investors held City Holding Co (CHCO) as of Q2 2023, up from 172 in Q1 2023.
  • Funds reported $960M of City Holding Co stock for Q2 2023, up 0.73% quarter-over-quarter.
  • 14 funds opened new City Holding Co positions in Q2 2023 and 13 closed out, a net change of +1 holder.
  • The largest City Holding Co buyer in Q2 2023 was E.S. Barr & Co, an estimated $22.6M added.
  • The largest City Holding Co seller in Q2 2023 was ProShare Advisors, an estimated $8.66M sold.

Based on aggregated 13F filings for Q2 2023.