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CMO

Capstead Mortgage Corp.
CMO

Delisted

CMO was delisted on the 18th of October, 2021.

148 hedge funds and large institutions have $449M invested in Capstead Mortgage Corp. in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 56 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $443M → $449M (+$5.63M)

9% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 23

3% less funds holding

Funds holding: 152148 (-4)

27% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 56

99% less call options, than puts

Call options by funds: $3K | Put options by funds: $236K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
148
Holders Change
-4
Holders Change %
-2.63%
% of All Funds
2.6%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
41
Reduced
56
Closed
23
Calls
$3K
Puts
$236K
Net Calls
-$233K
Net Calls Change
+$4.38M
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$2.72M -$204K -34,657 -7%
Ameriprise
27
Ameriprise
Minnesota
$2.64M +$136K +23,163 +6%
State of New Jersey Common Pension Fund D
28
State of New Jersey Common Pension Fund D
New Jersey
$2.58M +$154K +26,163 +7%
Citadel Advisors
29
Citadel Advisors
Florida
$2.43M +$850K +144,566 +59%
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$2.1M +$27K +4,587 +1%
Morgan Stanley
31
Morgan Stanley
New York
$1.66M -$409K -69,561 -21%
Legal & General Group
32
Legal & General Group
United Kingdom
$1.64M -$222K -37,702 -13%
ZCM
33
Ziegler Capital Management
Illinois
$1.53M +$300K +50,955 +26%
JP Morgan Chase
34
JP Morgan Chase
New York
$1.52M +$315K +53,556 +28%
Swiss National Bank
35
Swiss National Bank
Switzerland
$1.36M
TFCM
36
Taylor Frigon Capital Management
Arizona
$1.27M +$39.4K +6,693 +3%
Public Sector Pension Investment Board (PSP Investments)
37
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.24M -$85.2K -14,490 -7%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$1.22M -$102K -17,389 -8%
WAM
39
Wolverine Asset Management
Illinois
$1.16M +$210K +35,678 +24%
PPA
40
Parametric Portfolio Associates
Washington
$1.07M -$256K -43,560 -20%
Prudential Financial
41
Prudential Financial
New Jersey
$964K +$8.07K +1,373 +0.9%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$898K
UBS Group
43
UBS Group
Switzerland
$897K -$24.5K -4,166 -3%
VOYA Investment Management
44
VOYA Investment Management
Georgia
$868K +$45.9K +7,814 +6%
AC
45
Athanor Capital
New York
$839K +$792K +134,700 New
Barclays
46
Barclays
United Kingdom
$811K +$139K +23,704 +22%
UBS AM
47
UBS AM
Illinois
$776K
Acadian Asset Management
48
Acadian Asset Management
Massachusetts
$719K -$4.24M -720,405 -86%
CSS
49
Cubist Systematic Strategies
Connecticut
$653K +$375K +63,851 +156%
PMAM
50
Penn Mutual Asset Management
Pennsylvania
$651K -$2.17M -368,637 -78%

CMO Hedge Fund Activity: Q1 2021 in Review

148 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Capstead Mortgage Corp. (CMO) for Q1 2021, worth a combined $449M — up 1.3% from $443M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of CMO and 21 opened new positions — a net loss of 2 holders — while 56 trimmed existing stakes and 41 added.

The largest buyer was Mirae Asset Global Investments, opening a new position worth an estimated $8.34M. The largest seller was T. Rowe Price Associates, cutting an estimated $11.2M.

  • 148 institutional investors held Capstead Mortgage Corp. (CMO) as of Q1 2021, down from 152 in Q4 2020.
  • Funds reported $449M of Capstead Mortgage Corp. stock for Q1 2021, up 1.3% quarter-over-quarter.
  • 21 funds opened new Capstead Mortgage Corp. positions in Q1 2021 and 23 closed out, a net change of -2 holders.
  • The largest Capstead Mortgage Corp. buyer in Q1 2021 was Mirae Asset Global Investments, an estimated $8.34M added.
  • The largest Capstead Mortgage Corp. seller in Q1 2021 was T. Rowe Price Associates, an estimated $11.2M sold.

Based on aggregated 13F filings for Q1 2021.