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CMDB

Costamare Bulkers Holdings
CMDB

91 hedge funds and large institutions have $68.9M invested in Costamare Bulkers Holdings in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $63M → $68.9M (+$5.94M)

0.32% more ownership

Funds ownership: 18.08% → 18.4% (+0.32%)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

1% less funds holding

Funds holding: 92 → 91 (-1)

13% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 32

Holders
91
Holders Change
-1
Holders Change %
-1.09%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
28
Reduced
32
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
+$1.31M
2
BFM
Boothbay Fund Management
New York
+$678K
3
Goldman Sachs
Goldman Sachs
New York
+$499K
4
Walleye Capital
Walleye Capital
New York
+$466K
5
American Century Companies
American Century Companies
Missouri
+$367K

Top Sellers

Rank Fund Capital Flow
1
TI
Tidal Investments
Wisconsin
-$998K
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$910K
3
Jane Street
Jane Street
New York
-$857K
4
BGIM
Boussard & Gavaudan Investment Management
United Kingdom
-$487K
5
JF
Jump Financial
Illinois
-$480K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAG
76
Armstrong Advisory Group
Massachusetts
$1.39K – – –
C
77
Covestor
United Kingdom
$1K -$174 -12 -26%
VCM
78
Versant Capital Management
Arizona
$986 – – –
FFA
79
Farther Finance Advisors
California
$817 +$768 +53 New
PWPS
80
Pinnacle Wealth Planning Services
Ohio
$771 +$724 +50 New
HNB
81
Huntington National Bank
Ohio
$709 – – –
CPG
82
Cornerstone Planning Group
New Jersey
$601 – – –
MCM
83
MAI Capital Management
Ohio
$601 – – –
IA
84
IFP Advisors
Florida
$586 – – –
Jones Financial Companies
85
Jones Financial Companies
Missouri
$431 -$594 -41 -59%
BWA
86
Basecamp Wealth Advisors
Washington
$339 +$319 +22 New
AssetMark Inc
87
AssetMark Inc
California
$324 – – –
PWA
88
Physician Wealth Advisors
Utah
$324 +$304 +21 New
SIC
89
SJS Investment Consulting
Ohio
$309 – – –
Fifth Third Bancorp
90
Fifth Third Bancorp
Ohio
$185 – – –
AF
91
Allworth Financial
California
$185 +$72 +5 +71%
TI
92
Tidal Investments
Wisconsin
– -$998K -69,417 Closed
BGIM
93
Boussard & Gavaudan Investment Management
United Kingdom
– -$487K -33,957 Closed
JF
94
Jump Financial
Illinois
– -$480K -33,403 Closed
Acadian Asset Management
95
Acadian Asset Management
Massachusetts
– -$304K -21,261 Closed
KCM
96
Kendall Capital Management
Maryland
– -$257K -17,898 Closed
UA
97
Unison Advisors
District of Columbia
– -$247K -17,175 Closed
Los Angeles Capital Management
98
Los Angeles Capital Management
California
– -$192K -13,360 Closed
ECM
99
Evergreen Capital Management
Washington
– -$151K -10,535 Closed
Federated Hermes
100
Federated Hermes
Pennsylvania
– -$3.82K -266 Closed
1 2 3
4
5

CMDB Hedge Fund Activity: Q4 2025 in Review

91 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Costamare Bulkers Holdings (CMDB) for Q4 2025, worth a combined $68.9M — up 9.4% from $63M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of CMDB and 13 opened new positions — a net loss of 1 holder — while 32 trimmed existing stakes and 28 added.

The largest buyer was Nuveen, adding an estimated $1.31M. The largest seller was Tidal Investments, exiting entirely with an estimated $998K sold.

  • 91 institutional investors held Costamare Bulkers Holdings (CMDB) as of Q4 2025, down from 92 in Q3 2025.
  • Funds reported $68.9M of Costamare Bulkers Holdings stock for Q4 2025, up 9.4% quarter-over-quarter.
  • 13 funds opened new Costamare Bulkers Holdings positions in Q4 2025 and 14 closed out, a net change of -1 holder.
  • The largest Costamare Bulkers Holdings buyer in Q4 2025 was Nuveen, an estimated $1.31M added.
  • The largest Costamare Bulkers Holdings seller in Q4 2025 was Tidal Investments, an estimated $998K sold.

Based on aggregated 13F filings for Q4 2025.