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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

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

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
BlackRock
1
BlackRock
New York
$238M -$2.41M -24,599 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$197M +$390K +3,981 +0.2%
State Street
3
State Street
Massachusetts
$75.3M +$4.89M +49,972 +8%
WHG
4
Westwood Holdings Group
Texas
$64.2M -$7.42M -75,787 -12%
Macquarie Group
5
Macquarie Group
Australia
$59.7M -$233K -2,380 -0.4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$58.8M -$342K -3,491 -0.7%
Charles Schwab
7
Charles Schwab
California
$43.8M -$60K -613 -0.2%
Morgan Stanley
8
Morgan Stanley
New York
$41M +$21.4M +218,541 +142%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$36.6M +$1.08M +11,081 +3%
Northern Trust
10
Northern Trust
Illinois
$31.9M +$615K +6,286 +2%
CHC
11
City Holding Co
West Virginia
$29.6M -$375K -3,835 -1%
JP Morgan Chase
12
JP Morgan Chase
New York
$22.5M -$420K -4,296 -2%
Robeco Institutional Asset Management
13
Robeco Institutional Asset Management
Netherlands
$21.3M -$279K -2,846 -1%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$18.6M -$274K -2,802 -2%
ESBC
15
E.S. Barr & Co
Kentucky
$15.5M -$3.01M -30,800 -18%
Goldman Sachs
16
Goldman Sachs
New York
$14.2M +$8.75M +89,408 +229%
AWM
17
Axxcess Wealth Management
California
$11.9M +$9.03M +92,276 +577%
Norges Bank
18
Norges Bank
Norway
$11M -$1.45M -14,833 -13%
LI
19
Leeward Investments
Massachusetts
$9.69M -$67.9K -694 -0.8%
Bank of America
20
Bank of America
North Carolina
$9.41M +$1.43M +14,601 +21%
Principal Financial Group
21
Principal Financial Group
Iowa
$9.1M -$192K -1,960 -2%
Invesco
22
Invesco
Georgia
$8.86M -$482K -4,926 -6%
American Century Companies
23
American Century Companies
Missouri
$8.39M +$598K +6,114 +9%
BCM
24
Bridgeway Capital Management
Texas
$7.06M -$822K -8,400 -12%
TD Asset Management
25
TD Asset Management
Ontario, Canada
$6.28M -$245K -2,500 -4%
1
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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.