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Costamare

99 hedge funds and large institutions have $186M invested in Costamare in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 37 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $1.21M | Put options by funds: $928K

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.25% less ownership

Funds ownership: 25.94%25.69% (-0.25%)

5% less funds holding

Funds holding: 10499 (-5)

14% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 37

18% less capital invested

Capital invested by funds: $226M → $186M (-$40.4M)

22% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 18

Holders
99
Holders Change
-5
Holders Change %
-4.81%
% of All Funds
2.26%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
14
Increased
32
Reduced
37
Closed
18
Calls
$1.21M
Puts
$928K
Net Calls
+$281K
Net Calls Change
-$1.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TCIM
26
TIAA CREF Investment Management
New York
$1.52M -$125K -17,591 -7%
HK
27
Horizon Kinetics
New York
$1.5M -$3.57K -500 -0.2%
American Century Companies
28
American Century Companies
Missouri
$1.21M
SFM
29
Systematic Financial Management
New Jersey
$1.17M -$7.63K -1,070 -0.6%
Vanguard Group
30
Vanguard Group
Pennsylvania
$1.02M +$72.2K +10,123 +7%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$1.01M -$1.06M -148,263 -49%
SCM
32
Sterling Capital Management
North Carolina
$984K +$1.21K +169 +0.1%
Ameriprise
33
Ameriprise
Minnesota
$968K +$335K +46,973 +46%
Two Sigma Advisers
34
Two Sigma Advisers
New York
$883K -$173K -24,200 -15%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$862K -$7 -1 -0%
GC
36
Guggenheim Capital
Illinois
$805K +$276K +38,723 +45%
Deutsche Bank
37
Deutsche Bank
Germany
$758K +$120K +16,879 +17%
Wells Fargo
38
Wells Fargo
California
$735K -$1.3M -182,025 -62%
MAM
39
Martingale Asset Management
Massachusetts
$732K -$571K -80,018 -42%
Millennium Management
40
Millennium Management
New York
$673K +$634K +88,961 +606%
SO
41
STRS Ohio
Ohio
$671K +$677K +95,000 +1,118%
PCC
42
Park Circle Company
Maryland
$649K
Acadian Asset Management
43
Acadian Asset Management
Massachusetts
$643K +$614K +86,051 +649%
ADEF
44
Adams Diversified Equity Fund
Maryland
$588K -$46.4K -6,500 -7%
SEI Investments
45
SEI Investments
Pennsylvania
$574K -$131K -18,318 -17%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$551K -$3.79K -531 -0.6%
AIM
47
Assured Investment Management
New York
$541K -$83.7K -11,732 -12%
Bank of America
48
Bank of America
North Carolina
$536K +$423K +59,381 +256%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$488K +$3.52K +493 +0.7%
DCM
50
Dupont Capital Management
Delaware
$377K

CMRE Hedge Fund Activity: Q3 2018 in Review

99 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Costamare (CMRE) for Q3 2018, worth a combined $186M — down 18% from $226M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of CMRE and 14 opened new positions — a net loss of 4 holders — while 37 trimmed existing stakes and 32 added.

The largest buyer was Mirae Asset Global Investments, opening a new position worth an estimated $11.3M. The largest seller was Northpointe Capital, cutting an estimated $3.31M.

  • 99 institutional investors held Costamare (CMRE) as of Q3 2018, down from 104 in Q2 2018.
  • Funds reported $186M of Costamare stock for Q3 2018, down 18% quarter-over-quarter.
  • 14 funds opened new Costamare positions in Q3 2018 and 18 closed out, a net change of -4 holders.
  • The largest Costamare buyer in Q3 2018 was Mirae Asset Global Investments, an estimated $11.3M added.
  • The largest Costamare seller in Q3 2018 was Northpointe Capital, an estimated $3.31M sold.

Based on aggregated 13F filings for Q3 2018.