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Costamare

103 hedge funds and large institutions have $168M invested in Costamare in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 36 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

13% more capital invested

Capital invested by funds: $149M → $168M (+$19.1M)

0.52% more ownership

Funds ownership: 24.1%24.61% (+0.52%)

0% more call options, than puts

Call options by funds: $1M | Put options by funds: $999K

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

6% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 36

4% less funds holding

Funds holding: 107103 (-4)

Holders
103
Holders Change
-4
Holders Change %
-3.74%
% of All Funds
2.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
18
Increased
34
Reduced
36
Closed
19
Calls
$1M
Puts
$999K
Net Calls
+$1K
Net Calls Change
-$838K
Name Holding Trade Value Shares
Change
Change in
Stake
TA
26
Teachers Advisors
New York
$1.51M -$52.5K -8,332 -3%
HK
27
Horizon Kinetics
New York
$1.46M +$10.7K +1,700 +0.7%
GGHC
28
Gilder Gagnon Howe & Co
New York
$1.44M -$418K -66,277 -22%
SFM
29
Systematic Financial Management
New Jersey
$1.36M -$320K -50,740 -19%
DCM
30
Dupont Capital Management
Delaware
$1.29M
MAM
31
Martingale Asset Management
Massachusetts
$1.2M +$807K +128,024 +198%
AG
32
Algert Global
California
$1.15M -$1.39M -220,027 -54%
GC
33
Globeflex Capital
California
$1.07M +$1.08M +170,952 +13,419%
SCM
34
Sterling Capital Management
North Carolina
$940K -$7.23K -1,148 -0.8%
Two Sigma Advisers
35
Two Sigma Advisers
New York
$919K +$325K +51,563 +54%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$853K -$179K -28,462 -17%
Vanguard Group
37
Vanguard Group
Pennsylvania
$851K +$13.8K +2,187 +2%
LKIM
38
Lawson Kroeker Investment Management
Nebraska
$800K -$46.5K -7,375 -5%
AIM
39
Assured Investment Management
New York
$667K +$673K +106,855 New
SEI Investments
40
SEI Investments
Pennsylvania
$666K +$3.46K +550 +0.5%
ADEF
41
Adams Diversified Equity Fund
Maryland
$658K
PCC
42
Park Circle Company
Maryland
$625K +$630K +100,000 New
Charles Schwab
43
Charles Schwab
California
$548K
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$483K -$11.5K -1,819 -2%
Deutsche Bank
45
Deutsche Bank
Germany
$433K -$403K -64,027 -48%
Nisa Investment Advisors
46
Nisa Investment Advisors
Missouri
$377K
American Century Companies
47
American Century Companies
Missouri
$347K -$646K -102,485 -65%
Barclays
48
Barclays
United Kingdom
$332K +$73.8K +11,714 +28%
CFB
49
Cullen/Frost Bankers
Texas
$309K +$312K +49,441 New
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$306K

CMRE Hedge Fund Activity: Q1 2018 in Review

103 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Costamare (CMRE) for Q1 2018, worth a combined $168M — up 13% from $149M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of CMRE and 18 opened new positions — a net loss of 1 holder — while 36 trimmed existing stakes and 34 added.

The largest buyer was Fuller & Thaler Asset Management, opening a new position worth an estimated $5.52M. The largest seller was Carlson Capital, exiting entirely with an estimated $6.07M sold.

  • 103 institutional investors held Costamare (CMRE) as of Q1 2018, down from 107 in Q4 2017.
  • Funds reported $168M of Costamare stock for Q1 2018, up 13% quarter-over-quarter.
  • 18 funds opened new Costamare positions in Q1 2018 and 19 closed out, a net change of -1 holder.
  • The largest Costamare buyer in Q1 2018 was Fuller & Thaler Asset Management, an estimated $5.52M added.
  • The largest Costamare seller in Q1 2018 was Carlson Capital, an estimated $6.07M sold.

Based on aggregated 13F filings for Q1 2018.