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CMO

Capstead Mortgage Corp.
CMO

Delisted

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

142 hedge funds and large institutions have $425M invested in Capstead Mortgage Corp. in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 54 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 49

4% less funds holding

Funds holding: 148142 (-6)

5% less capital invested

Capital invested by funds: $449M → $425M (-$23.3M)

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

68% less call options, than puts

Call options by funds: $133K | Put options by funds: $422K

Holders
142
Holders Change
-6
Holders Change %
-4.05%
% of All Funds
2.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
54
Reduced
49
Closed
19
Calls
$133K
Puts
$422K
Net Calls
-$289K
Net Calls Change
-$56K
Name Holding Trade Value Shares
Change
Change in
Stake
GSC
101
Ground Swell Capital
South Carolina
$78K +$82.1K +12,736 New
Royal Bank of Canada
102
Royal Bank of Canada
Ontario, Canada
$71K +$42.1K +6,530 +131%
Stifel Financial
103
Stifel Financial
Missouri
$70K +$73.3K +11,377 New
HI
104
Harbour Investments
Wisconsin
$68K +$13.1K +2,037 +23%
Victory Capital Management
105
Victory Capital Management
Texas
$67K -$1.1K -171 -2%
CIBC Asset Management
106
CIBC Asset Management
Ontario, Canada
$66K
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$65K +$6.49K +1,006 +10%
PAMU
108
Pictet Asset Management (UK)
United Kingdom
$64K
HAIM
109
Hunter Associates Investment Management
Pennsylvania
$61K -$58K -9,000 -47%
Ohio Public Employees Retirement System (OPERS)
110
Ohio Public Employees Retirement System (OPERS)
Ohio
$61K +$5.99K +929 +10%
AIP
111
Ameritas Investment Partners
Nebraska
$50K
CCA
112
Catalyst Capital Advisors
New York
$46K +$10.4K +1,610 +28%
TRCT
113
Tower Research Capital (TRC)
New York
$44K -$229K -35,534 -83%
ASN
114
Advisory Services Network
Georgia
$43K +$45.5K +7,053 New
MAM
115
Meeder Asset Management
Ohio
$33K +$6.93K +1,075 +25%
GWM
116
Geneos Wealth Management
Colorado
$30K +$5.8K +900 +23%
AF
117
Allworth Financial
California
$25K +$612 +95 +2%
EVM
118
Eaton Vance Management
Massachusetts
$25K +$24K +3,723 +1,049%
Zurich Cantonal Bank
119
Zurich Cantonal Bank
Switzerland
$24K -$33.3K -5,170 -57%
BCA
120
Berman Capital Advisors
Georgia
$16K +$17.6K +2,736 New
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$12K
FCMT
122
Founders Capital Management (Texas)
Texas
$12K
CWC
123
Carolinas Wealth Consulting
North Carolina
$12K +$290 +45 +2%
Group One Trading
124
Group One Trading
Illinois
$11K -$17.5K -2,722 -59%
RMC
125
Resources Management Corp
Connecticut
$11K -$5K -775 -30%

CMO Hedge Fund Activity: Q2 2021 in Review

142 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Capstead Mortgage Corp. (CMO) for Q2 2021, worth a combined $425M — down 5.2% from $449M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of CMO and 13 opened new positions — a net loss of 6 holders — while 49 trimmed existing stakes and 54 added.

The largest buyer was Invesco, adding an estimated $10.3M. The largest seller was Paradice Investment Management, cutting an estimated $9.65M.

  • 142 institutional investors held Capstead Mortgage Corp. (CMO) as of Q2 2021, down from 148 in Q1 2021.
  • Funds reported $425M of Capstead Mortgage Corp. stock for Q2 2021, down 5.2% quarter-over-quarter.
  • 13 funds opened new Capstead Mortgage Corp. positions in Q2 2021 and 19 closed out, a net change of -6 holders.
  • The largest Capstead Mortgage Corp. buyer in Q2 2021 was Invesco, an estimated $10.3M added.
  • The largest Capstead Mortgage Corp. seller in Q2 2021 was Paradice Investment Management, an estimated $9.65M sold.

Based on aggregated 13F filings for Q2 2021.