Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Cathay Gen Bancorp (CATY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +23
Streak
2Q ▲
Buyers last Q
60%

Smart Money Signals — CATY

Based on 285 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added CATY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
285 hedge funds hold CATY right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+29 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 60% buying

171 buying114 selling
Last quarter: 171 funds were net buyers (57 opened a brand new position + 114 added to an existing one). Only 114 were sellers (80 trimmed + 34 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+18 vs last Q)

new funds entering per quarter
Funds opening a new CATY position: 40 → 19 → 39 → 57. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 16% medium ■ 20% new
184 out of 285 hedge funds have held CATY 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.
🚀

Acceleration phase — new buyers rushing in

42 → 40 → 19 → 39 → 57 new funds/Q
New funds entering each quarter: 40 → 19 → 39 → 57. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 68% veterans vs 23% newcomers

■ 68% veterans ■ 9% 1-2yr ■ 23% new
Entry-cohort mix of 285 holders: 194 (68%) are 2+ year veterans, 26 entered 1–2 years ago, and 65 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
50 of 285 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in CATY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — CATY

In 2026 Q1, 171 hedge funds were net buyers of CATY (57 opened a new position, 114 added to an existing one), while 114 reduced or exited (80 trimmed, 34 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 47% of total institutional value in CATY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +23 funds (more new holders than closures). Total institutional holders: 285.

Hedge Fund Ownership: CATY

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

Market Analysis: CATY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CATY

-- --

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

Is It Too Late to Buy Cathay Gen Bancorp (CATY) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CATY has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 87d ago
CATY
+23.6%
XLF
+9.2%

CATY outperformed XLF by +14.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 42d ago
CATY
+10.8%
XLF
+5.5%

Since the filing became public, CATY outperformed XLF by +5.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

23 top-rated funds 0 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: CATY
281 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 281 262 7.25%
13F Shares 48M 49M -3.24%
Total Value $2.22B $2.39B -7.15%
New Positions 55 39 +16
Increased Positions 112 82 +30
Closed Positions 36 28 +8
Reduced Positions 79 97 -18
Total Calls 0 0 -
Total Puts 0 2 -100.0%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CATY

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

281 + investors

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

QUARTER:
Top 25 CATY holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Willner & Heller, LLC 1.56% 41,973 $2.1M
2 Kondo Wealth Advisors, Inc. 0.95% 50,481 $2.5M
3 Denali Advisors LLC 0.88% 159,062 $7.9M
4 Moody Aldrich Partners LLC 0.74% 81,799 $4.1M
5 SummerHaven Investment Management, LLC 0.47% 15,353 $766K
6 Edgestream Partners, L.P. 0.42% 254,118 $12.7M
7 Convergence Investment Partners, LLC 0.36% 44,316 $2.2M
8 iSAM Funds (UK) Ltd 0.33% 13,523 $674K
9 Fieldview Capital Management, LLC 0.30% 20,627 $1.0M
10 Dean Capital Management 0.28% 13,659 $681K
11 Access Investment Management LLC 0.28% 21,190 $1.1M
12 Citizens Business Bank 0.24% 14,520 $1.4M
13 Boston Trust Walden Corp 0.22% 525,817 $26.2M
14 JMN Financial LLC 0.21% 4,355 $217K
15 Nfj Investment Group, LLC 0.19% 103,201 $5.1M
16 Iron Gate Global Advisors LLC 0.16% 31,125 $1.6M
17 Dean Investment Associates, LLC 0.14% 20,183 $1.0M
18 Ascentis Independent Advisors 0.12% 30,815 $1.5M
19 William Blair Investment Management, LLC 0.09% 533,448 $26.6M
20 NorthCrest Asset Manangement, LLC 0.09% 54,596 $2.8M
21 Fox Run Management, L.L.C. 0.08% 9,280 $454K
22 Glenmede Trust Co NA 0.08% 322,793 $16.1M
23 DGS Capital Management, LLC 0.07% 9,149 $456K
24 Dana Investment Advisors, Inc. 0.07% 48,534 $2.4M
25 AlphaQuest LLC 0.07% 26,470 $1.3M
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 — Cathay Gen Bancorp (CATY)

What does the Smart Money Trend signal show for CATY?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added CATY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CATY?

More buyers than sellers — 60% buying: Last quarter: 171 funds were net buyers (57 opened a brand new position + 114 added to an existing one). Only 114 were sellers (80 trimmed + 34 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CATY holders?

Elite ownership — 47% AUM from top-100 funds: 50 of 285 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in CATY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CATY?

65% of holders stayed for 2+ years: 184 out of 285 hedge funds have held CATY 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.

Is it too late to buy Cathay Gen Bancorp (CATY) following the 2026 Q1 hedge fund 13F filings?

As of today, CATY has moved +10.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.5% for the XLF sector ETF — an outperformance of +5.3%. Since the quarter end (March 31, 2026), CATY has gained +23.6% vs +9.2% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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