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CMO

Capstead Mortgage Corp.
CMO

Delisted

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

178 hedge funds and large institutions have $621M invested in Capstead Mortgage Corp. in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 59 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $592M → $621M (+$28.8M)

7% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 59

3% less funds holding

Funds holding: 184178 (-6)

19% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 26

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $96K

Holders
178
Holders Change
-6
Holders Change %
-3.26%
% of All Funds
4.08%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
55
Reduced
59
Closed
26
Calls
Puts
$96K
Net Calls
-$96K
Net Calls Change
-$9K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$131M +$8.78M +980,304 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$83.1M -$402K -44,817 -0.5%
PIM
3
Paradice Investment Management
Colorado
$58.6M +$4.16M +464,797 +8%
JP Morgan Chase
4
JP Morgan Chase
New York
$35.3M +$12.9M +1,436,102 +57%
State Street
5
State Street
Massachusetts
$26.7M -$196K -21,893 -0.7%
Invesco
6
Invesco
Georgia
$20.8M +$1.29M +143,599 +7%
Renaissance Technologies
7
Renaissance Technologies
New York
$20.6M +$602K +67,132 +3%
UBS Group
8
UBS Group
Switzerland
$20.6M -$75.7K -8,447 -0.4%
WAM
9
Wolverine Asset Management
Illinois
$17.3M -$6.99M -780,265 -29%
Norges Bank
10
Norges Bank
Norway
$13.8M
Citadel Advisors
11
Citadel Advisors
Florida
$12.2M +$3.14M +350,477 +35%
Northern Trust
12
Northern Trust
Illinois
$10.9M -$226K -25,223 -2%
GXMC
13
Global X Management Company
New York
$9.96M +$52.8K +5,892 +0.5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$9.82M -$197K -22,001 -2%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$8.05M +$356K +39,720 +5%
Charles Schwab
16
Charles Schwab
California
$7.43M +$451K +50,289 +6%
Prudential Financial
17
Prudential Financial
New Jersey
$7.05M +$107K +11,960 +2%
Principal Financial Group
18
Principal Financial Group
Iowa
$6.6M +$90.5K +10,101 +1%
AIMCA
19
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.56M
RCAMU
20
Rothschild & Co Asset Management US
Connecticut
$6.04M +$45.1K +5,037 +0.8%
SGCIA
21
Smith Graham & Co Investment Advisors
Texas
$5.92M -$20.2K -2,250 -0.3%
Goldman Sachs
22
Goldman Sachs
New York
$5.35M +$446K +49,740 +9%
Deutsche Bank
23
Deutsche Bank
Germany
$5.07M -$1.29M -144,319 -20%
Ameriprise
24
Ameriprise
Minnesota
$4.63M +$206K +23,020 +5%
TD Asset Management
25
TD Asset Management
Ontario, Canada
$4.34M +$677K +75,600 +18%

CMO Hedge Fund Activity: Q2 2018 in Review

178 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Capstead Mortgage Corp. (CMO) for Q2 2018, worth a combined $621M — up 4.9% from $592M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of CMO and 21 opened new positions — a net loss of 5 holders — while 59 trimmed existing stakes and 55 added.

The largest buyer was JP Morgan Chase, adding an estimated $12.9M. The largest seller was Wolverine Asset Management, cutting an estimated $6.99M.

  • 178 institutional investors held Capstead Mortgage Corp. (CMO) as of Q2 2018, down from 184 in Q1 2018.
  • Funds reported $621M of Capstead Mortgage Corp. stock for Q2 2018, up 4.9% quarter-over-quarter.
  • 21 funds opened new Capstead Mortgage Corp. positions in Q2 2018 and 26 closed out, a net change of -5 holders.
  • The largest Capstead Mortgage Corp. buyer in Q2 2018 was JP Morgan Chase, an estimated $12.9M added.
  • The largest Capstead Mortgage Corp. seller in Q2 2018 was Wolverine Asset Management, an estimated $6.99M sold.

Based on aggregated 13F filings for Q2 2018.