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CMO

Capstead Mortgage Corp.
CMO

Delisted

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

162 hedge funds and large institutions have $592M invested in Capstead Mortgage Corp. in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 68 increasing their positions, 34 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 34

0% less capital invested

Capital invested by funds: $592M → $592M (-$379K)

3% less funds holding

Funds holding: 167162 (-5)

20% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 25

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $92K

Holders
162
Holders Change
-5
Holders Change %
-2.99%
% of All Funds
3.55%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
68
Reduced
34
Closed
25
Calls
Puts
$92K
Net Calls
-$92K
Net Calls Change
+$35K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$119M +$11M +1,363,208 +9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$74.1M +$5.95M +740,100 +8%
PIM
3
Paradice Investment Management
Colorado
$50M +$1.28M +158,801 +2%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$49.6M +$36M +4,479,695 +198%
Northern Trust
5
Northern Trust
Illinois
$24.3M +$10.2M +1,272,220 +63%
Invesco
6
Invesco
Georgia
$24M +$2.21M +275,421 +9%
State Street
7
State Street
Massachusetts
$22.8M +$309K +38,495 +1%
UBS Group
8
UBS Group
Switzerland
$15.8M +$4.55M +566,017 +36%
Renaissance Technologies
9
Renaissance Technologies
New York
$15.4M -$518K -64,500 -3%
Bank of America
10
Bank of America
North Carolina
$15M -$770K -95,886 -4%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$14.2M +$3.86M +480,144 +33%
GIP
12
Granite Investment Partners
California
$11.5M +$168K +20,900 +1%
Norges Bank
13
Norges Bank
Norway
$10.3M +$1.72M +214,559 +18%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$8.8M +$952K +118,486 +11%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$8.32M +$364K +45,368 +4%
ACL
16
Azora Capital LP
Florida
$7.21M +$7.87M +980,247 New
Charles Schwab
17
Charles Schwab
California
$7.14M +$608K +75,688 +8%
AIMCA
18
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.11M
JP Morgan Chase
19
JP Morgan Chase
New York
$6.01M -$2.74M -341,283 -29%
Principal Financial Group
20
Principal Financial Group
Iowa
$5.56M +$566K +70,465 +10%
N
21
Nuveen
North Carolina
$5.36M +$328K +40,798 +6%
WG
22
Winton Group
United Kingdom
$4.89M +$5M +622,116 +1,459%
BGIM
23
Brandywine Global Investment Management
Pennsylvania
$4M -$2.69M -334,943 -38%
Ameriprise
24
Ameriprise
Minnesota
$3.84M +$394K +49,071 +10%
PPA
25
Parametric Portfolio Associates
Washington
$3.81M -$90.5K -11,268 -2%

CMO Hedge Fund Activity: Q3 2019 in Review

162 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Capstead Mortgage Corp. (CMO) for Q3 2019, worth a combined $592M — down 0.06% from $592M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of CMO and 20 opened new positions — a net loss of 5 holders — while 34 trimmed existing stakes and 68 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $36M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $9.28M sold.

  • 162 institutional investors held Capstead Mortgage Corp. (CMO) as of Q3 2019, down from 167 in Q2 2019.
  • Funds reported $592M of Capstead Mortgage Corp. stock for Q3 2019, down 0.06% quarter-over-quarter.
  • 20 funds opened new Capstead Mortgage Corp. positions in Q3 2019 and 25 closed out, a net change of -5 holders.
  • The largest Capstead Mortgage Corp. buyer in Q3 2019 was T. Rowe Price Associates, an estimated $36M added.
  • The largest Capstead Mortgage Corp. seller in Q3 2019 was Wolverine Asset Management, an estimated $9.28M sold.

Based on aggregated 13F filings for Q3 2019.