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CMO

Capstead Mortgage Corp.
CMO

Delisted

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

196 hedge funds and large institutions have $637M invested in Capstead Mortgage Corp. in 2016 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 63 increasing their positions, 59 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $454K | Put options by funds: $249K

70% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 20

11% more capital invested

Capital invested by funds: $573M → $637M (+$63.8M)

7% more funds holding

Funds holding: 184196 (+12)

7% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 59

Holders
196
Holders Change
+12
Holders Change %
+6.52%
% of All Funds
5.22%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
63
Reduced
59
Closed
20
Calls
$454K
Puts
$249K
Net Calls
+$205K
Net Calls Change
+$500K
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$73.6M -$2.15M -231,654 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$72.4M +$1.93M +208,073 +3%
JP Morgan Chase
3
JP Morgan Chase
New York
$55.2M +$12.4M +1,331,138 +31%
TIM
4
Thornburg Investment Management
New Mexico
$39M -$6.5M -699,678 -15%
PIM
5
Paradice Investment Management
Colorado
$34M +$1.91M +205,565 +6%
Northern Trust
6
Northern Trust
Illinois
$27.3M +$454K +48,866 +2%
State Street
7
State Street
Massachusetts
$23.4M +$244K +26,273 +1%
BIT
8
BlackRock Institutional Trust
California
$23.3M +$109K +11,782 +0.5%
Renaissance Technologies
9
Renaissance Technologies
New York
$21.9M +$9.87M +1,062,500 +92%
WCM
10
Wedge Capital Management
North Carolina
$17.3M -$206K -22,171 -1%
LSV Asset Management
11
LSV Asset Management
Illinois
$13.2M +$123K +13,236 +1%
UBS Group
12
UBS Group
Switzerland
$12.1M +$2.64M +284,613 +30%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$10.9M -$3.16M -340,374 -24%
Norges Bank
14
Norges Bank
Norway
$9.33M
Jennison Associates
15
Jennison Associates
New York
$8.44M -$12.5M -1,343,313 -61%
Invesco
16
Invesco
Georgia
$8.29M +$474K +51,033 +6%
GXMC
17
Global X Management Company
New York
$7.12M -$689K -74,166 -9%
Prudential Financial
18
Prudential Financial
New Jersey
$7.03M +$158K +17,000 +2%
Principal Financial Group
19
Principal Financial Group
Iowa
$6.63M +$248K +26,728 +4%
Ameriprise
20
Ameriprise
Minnesota
$5.94M -$511K -54,961 -8%
SGCIA
21
Smith Graham & Co Investment Advisors
Texas
$5.64M +$1.28M +138,080 +32%
SBH
22
Segall Bryant & Hamill
Illinois
$5.37M -$1.26M -135,766 -20%
AG
23
Aperio Group
California
$5.3M -$272K -29,249 -5%
State of New Jersey Common Pension Fund D
24
State of New Jersey Common Pension Fund D
New Jersey
$5.24M
Deutsche Bank
25
Deutsche Bank
Germany
$5.16M -$1.41M -152,217 -23%

CMO Hedge Fund Activity: Q1 2016 in Review

196 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Capstead Mortgage Corp. (CMO) for Q1 2016, worth a combined $637M — up 11% from $573M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new CMO positions and 20 closed out — a net gain of 14 holders — while 63 added to existing stakes and 59 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $12.4M. The largest seller was American Century Companies, exiting entirely with an estimated $13.8M sold.

  • 196 institutional investors held Capstead Mortgage Corp. (CMO) as of Q1 2016, up from 184 in Q4 2015.
  • Funds reported $637M of Capstead Mortgage Corp. stock for Q1 2016, up 11% quarter-over-quarter.
  • 34 funds opened new Capstead Mortgage Corp. positions in Q1 2016 and 20 closed out, a net change of +14 holders.
  • The largest Capstead Mortgage Corp. buyer in Q1 2016 was JP Morgan Chase, an estimated $12.4M added.
  • The largest Capstead Mortgage Corp. seller in Q1 2016 was American Century Companies, an estimated $13.8M sold.

Based on aggregated 13F filings for Q1 2016.