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CMDB

Costamare Bulkers Holdings
CMDB

97 hedge funds and large institutions have $79M invested in Costamare Bulkers Holdings in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

15% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 27

15% more capital invested

Capital invested by funds: $68.9M → $79M (+$10.1M)

7% more funds holding

Funds holding: 91 → 97 (+6)

2.61% more ownership

Funds ownership: 18.4% → 21.01% (+2.6%)

Holders
97
Holders Change
+6
Holders Change %
+6.59%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
31
Reduced
27
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$6.35M
2
Walleye Capital
Walleye Capital
New York
+$1.39M
3
Renaissance Technologies
Renaissance Technologies
New York
+$1.12M
4
Marshall Wace
Marshall Wace
United Kingdom
+$956K
5
OIM
Oceanic Investment Management
Isle Of Man
+$856K

Top Sellers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$844K
2
SSA
Schonfeld Strategic Advisors
New York
-$785K
3
AAP
Arax Advisory Partners
Colorado
-$354K
4
N
Nuveen
North Carolina
-$344K
5
Morgan Stanley
Morgan Stanley
New York
-$317K
Name Holding Trade Value Shares
Change 		Change in
Stake
TM
76
Torren Management
California
$2.72K – – –
SAM
77
Smartleaf Asset Management
Massachusetts
$2.18K +$34 +2 +1%
MWA
78
Medallion Wealth Advisors
Connecticut
$2.01K – – –
Osaic Holdings
79
Osaic Holdings
Arizona
$1.55K – – –
AAG
80
Armstrong Advisory Group
Massachusetts
$1.39K – – –
Jones Financial Companies
81
Jones Financial Companies
Missouri
$993 +$639 +38 +136%
AF
82
Allworth Financial
California
$991 +$874 +52 +433%
VCM
83
Versant Capital Management
Arizona
$990 – – –
FFA
84
Farther Finance Advisors
California
$872 +$17 +1 +2%
HNB
85
Huntington National Bank
Ohio
$712 – – –
CPG
86
Cornerstone Planning Group
New Jersey
$678 – – –
MCM
87
MAI Capital Management
Ohio
$604 – – –
IA
88
IFP Advisors
Florida
$588 – – –
BWA
89
Basecamp Wealth Advisors
Washington
$340 – – –
AssetMark Inc
90
AssetMark Inc
California
$325 – – –
PWA
91
Physician Wealth Advisors
Utah
$325 – – –
MG
92
Mather Group
Illinois
$325 +$353 +21 New
SIC
93
SJS Investment Consulting
Ohio
$310 – – –
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
$186 – – –
ASN
95
Advisory Services Network
Georgia
$108 +$118 +7 New
JWM
96
JPL Wealth Management
Colorado
$62 +$67 +4 New
Mariner
97
Mariner
Kansas
– -$198K -12,820 Closed
Invesco
98
Invesco
Georgia
– -$183K -11,844 Closed
Verition Fund Management
99
Verition Fund Management
Connecticut
– -$175K -11,340 Closed
PH
100
Pinnacle Holdings
Oklahoma
– -$9.72K -631 Closed
1 2 3
4
5

CMDB Hedge Fund Activity: Q1 2026 in Review

97 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Costamare Bulkers Holdings (CMDB) for Q1 2026, worth a combined $79M — up 15% from $68.9M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new CMDB positions and 7 closed out — a net gain of 7 holders — while 31 added to existing stakes and 27 trimmed.

The largest buyer was Ameriprise, opening a new position worth an estimated $6.35M. The largest seller was Dimensional Fund Advisors, cutting an estimated $844K.

  • 97 institutional investors held Costamare Bulkers Holdings (CMDB) as of Q1 2026, up from 91 in Q4 2025.
  • Funds reported $79M of Costamare Bulkers Holdings stock for Q1 2026, up 15% quarter-over-quarter.
  • 14 funds opened new Costamare Bulkers Holdings positions in Q1 2026 and 7 closed out, a net change of +7 holders.
  • The largest Costamare Bulkers Holdings buyer in Q1 2026 was Ameriprise, an estimated $6.35M added.
  • The largest Costamare Bulkers Holdings seller in Q1 2026 was Dimensional Fund Advisors, an estimated $844K sold.

Based on aggregated 13F filings for Q1 2026.