Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Cato Corp New (CATO)

41 + Investors. Track Smart Money conviction in CATO. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
3Q ▼
Buyers last Q
51%

Smart Money Signals — CATO

Based on 43 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds reduced or closed their CATO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🔻

Below peak — only 54% of 3.0Y high

54% of all-time peak
Only 43 funds hold CATO today versus a peak of 79 funds at 2024 Q2 — just 54% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📉

Outflows — 9% fewer funds vs a year ago

fund count last 6Q
4 fewer hedge funds hold CATO compared to a year ago (-9% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 51% buying

20 buying19 selling
Last quarter: 20 funds bought or added vs 19 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 3 → 4 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

74% of holders stayed for 2+ years

■ 74% conviction (2yr+) ■ 14% medium ■ 12% new
32 out of 43 hedge funds have held CATO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +19% but shares only +4% — price-driven

Value
+19%
Shares
+4%
Last quarter: the total dollar value of institutional holdings rose +19%, but actual share count only changed +4%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~4 new funds/quarter

7 → 5 → 3 → 4 → 4 new funds/Q
New funds entering each quarter: 5 → 3 → 4 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 76% veterans vs 13% newcomers

■ 76% veterans ■ 11% 1-2yr ■ 13% new
Entry-cohort mix of 46 holders: 35 (76%) are 2+ year veterans, 5 entered 1–2 years ago, and 6 (13%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 26% AUM from major funds

26% from top-100 AUM funds
16 of 41 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
1.0
out of 10
Low Exit Risk
Exit risk score 1.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CATO

In 2026 Q2, 20 hedge funds were net buyers of CATO (4 opened a new position, 16 added to an existing one), while 19 reduced or exited (13 trimmed, 6 sold completely) — a 51% buyer ratio, indicating a slight buying edge. This extends a 3-quarter selling streak, suggesting sustained institutional caution. 26% of total institutional value in CATO is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 43.

Hedge Fund Ownership: CATO

How many hedge funds hold CATO — quarterly history vs. share price
Quarterly hedge fund ownership of CATO vs. share price

Market Analysis: CATO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CATO

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: CATO
41 + Investors

Track Smart Money conviction in CATO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 41 45 -8.89%
13F Shares 7M 7M 4.07%
Total Value $22M $18M 19.12%
New Positions 4 4 -
Increased Positions 16 12 +4
Closed Positions 6 5 +1
Reduced Positions 11 12 -1
Total Calls 3 3 -
Total Puts 2 2 -
PUT/CALL Ratio 0.67 0.67 Bullish

Statistics: CATO

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Financial Highlights

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Institutional Holders (2026 Q2)

41 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CATO. Verified SEC 13F-HR filings.

QUARTER:
Top 25 CATO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Aldebaran Capital, LLC 2.85% 1,169,986 $3.8M
2 Peapod Lane Capital LLC 1.70% 778,940 $2.5M
3 Prescott Group Capital Management, L.L.C. 0.06% 224,767 $728K
4 Marquette Asset Management, LLC 0.04% 103,328 $335K
5 Aristides Capital LLC 0.03% 46,319 $150K
6 Verum Partners LLC 0.02% 32,508 $105K
7 RBF Capital, LLC 0.01% 82,827 $268K
8 Bridgeway Capital Management, LLC 0.01% 155,791 $505K
9 Yacktman Asset Management LP 0.00% 105,445 $342K
10 Investors Research Corp 0.00% 5,300 $17K
11 Renaissance Technologies LLC 0.00% 561,950 $1.8M
12 NFSG Corp 0.00% 6,000 $19K
13 Empowered Funds, LLC 0.00% 49,989 $162K
14 Arrowstreet Capital, Limited Partnership 0.00% 294,905 $955K
15 NewEdge Advisors, LLC 0.00% 42,436 $137K
16 Anchor Investment Management, LLC 0.00% 1,297 $4K
17 Citadel Advisors LLC 0.00% 560,700 $1.8M
18 Squarepoint Ops LLC 0.00% 48,749 $158K
19 Connor, Clark & Lunn Investment Management Ltd. 0.00% 23,913 $77K
20 Vanguard Fiduciary Trust Co 0.00% 82,903 $269K
21 Susquehanna International Group, LLP 0.00% 213,900 $693K
22 Vanguard Capital Management LLC 0.00% 711,699 $2.3M
23 Jane Street Group, LLC 0.00% 149,000 $483K
24 Millennium Management LLC 0.00% 24,800 $80K
25 Federation des caisses Desjardins du Quebec 0.00% 2,118 $7K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Cato Corp New (CATO)

What does the Smart Money Trend signal show for CATO?

Selling streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds reduced or closed their CATO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for CATO?

Slight buying edge — 51% buying: Last quarter: 20 funds bought or added vs 19 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CATO holders?

Strong quality — 26% AUM from major funds: 16 of 41 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held CATO?

74% of holders stayed for 2+ years: 32 out of 43 hedge funds have held CATO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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