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CMO

Capstead Mortgage Corp.
CMO

Delisted

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

153 hedge funds and large institutions have $432M invested in Capstead Mortgage Corp. in 2020 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 50 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 50

0% more capital invested

Capital invested by funds: $431M → $432M (+$158K)

0% more funds holding

Funds holding: 153153 (0)

0% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 19

43% less call options, than puts

Call options by funds: $5.91M | Put options by funds: $10.4M

Holders
153
Holders Change
Holders Change %
0%
% of All Funds
3.09%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
53
Reduced
50
Closed
19
Calls
$5.91M
Puts
$10.4M
Net Calls
-$4.51M
Net Calls Change
-$4.72M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$95.3M +$945K +158,197 +0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$57.3M -$4.11M -688,197 -6%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$43.8M +$2.35M +392,774 +5%
PIM
4
Paradice Investment Management
Colorado
$34.4M -$1.75M -293,181 -5%
State Street
5
State Street
Massachusetts
$19.3M -$553K -92,620 -3%
Northern Trust
6
Northern Trust
Illinois
$17.2M -$245K -41,002 -1%
Bank of America
7
Bank of America
North Carolina
$11.8M +$7.64K +1,280 +0.1%
Renaissance Technologies
8
Renaissance Technologies
New York
$8.99M -$1.18M -196,932 -11%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$7.76M -$79.5K -13,314 -1%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$7.49M -$30 -5 -0%
Wells Fargo
11
Wells Fargo
California
$7.38M +$542K +90,753 +7%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$7.12M -$4.4M -737,033 -37%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$6.6M -$167K -27,912 -2%
Norges Bank
14
Norges Bank
Norway
$6.57M -$226K -37,811 -3%
Charles Schwab
15
Charles Schwab
California
$5.81M -$143K -23,996 -2%
AIMCA
16
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.04M -$204K -34,200 -4%
Citadel Advisors
17
Citadel Advisors
Florida
$4.19M -$319K -53,431 -7%
Goldman Sachs
18
Goldman Sachs
New York
$4.13M +$696K +116,573 +19%
Principal Financial Group
19
Principal Financial Group
Iowa
$3.88M -$244K -40,812 -6%
DC
20
Diametric Capital
Massachusetts
$3.51M +$3.65M +611,572 New
KIM
21
Kestrel Investment Management
California
$3.46M +$221K +37,000 +6%
N
22
Nuveen
North Carolina
$3M +$437K +73,227 +16%
CS
23
Credit Suisse
Switzerland
$2.99M +$183K +30,712 +6%
PMAM
24
Penn Mutual Asset Management
Pennsylvania
$2.66M
Ameriprise
25
Ameriprise
Minnesota
$2.41M -$127K -21,333 -5%

CMO Hedge Fund Activity: Q3 2020 in Review

153 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Capstead Mortgage Corp. (CMO) for Q3 2020, worth a combined $432M — up 0.04% from $431M a quarter earlier.

Fund positioning in CMO was balanced in Q3 2020: 19 funds opened new positions, 19 closed out, 53 added to existing stakes and 50 trimmed.

The largest buyer was Diametric Capital, opening a new position worth an estimated $3.65M. The largest seller was Acadian Asset Management, cutting an estimated $4.4M.

  • 153 institutional investors held Capstead Mortgage Corp. (CMO) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $432M of Capstead Mortgage Corp. stock for Q3 2020, up 0.04% quarter-over-quarter.
  • 19 funds opened new Capstead Mortgage Corp. positions in Q3 2020 and 19 closed out, a net change of 0 holders.
  • The largest Capstead Mortgage Corp. buyer in Q3 2020 was Diametric Capital, an estimated $3.65M added.
  • The largest Capstead Mortgage Corp. seller in Q3 2020 was Acadian Asset Management, an estimated $4.4M sold.

Based on aggregated 13F filings for Q3 2020.