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Costamare

56 hedge funds and large institutions have $223M invested in Costamare in 2014 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more call options, than puts

Call options by funds: $11K | Put options by funds: $9K

0.79% less ownership

Funds ownership: 17.73%16.94% (-0.79%)

11% less funds holding

Funds holding: 6356 (-7)

16% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 19

23% less capital invested

Capital invested by funds: $291M → $223M (-$68.2M)

40% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 15

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
56
Holders Change
-7
Holders Change %
-11.11%
% of All Funds
1.49%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
16
Reduced
19
Closed
15
Calls
$11K
Puts
$9K
Net Calls
+$2K
Net Calls Change
-$2.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
51
Citigroup
New York
$43K +$47.6K +2,422 New
TRCT
52
Tower Research Capital (TRC)
New York
$27K +$12.1K +617 +69%
First Manhattan
53
First Manhattan
New York
$4K
LTFS
54
Ladenburg Thalmann Financial Services
Florida
$4K +$20 +1 +0.4%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$3K
Lazard Asset Management
56
Lazard Asset Management
New York
$3K +$3.93K +200 New
Arrowstreet Capital
57
Arrowstreet Capital
Massachusetts
-$1.75M -79,565 Closed
BIM
58
Beach Investment Management
Pennsylvania
-$1.13M -51,614 Closed
California Public Employees Retirement System
59
California Public Employees Retirement System
California
-$771K -35,100 Closed
Nomura Holdings
60
Nomura Holdings
Japan
-$372K -16,875 Closed
State of Wisconsin Investment Board
61
State of Wisconsin Investment Board
Wisconsin
-$347K -15,793 Closed
Jane Street
62
Jane Street
New York
-$331K -15,055 Closed
ARTA
63
A.R.T. Advisors
New York
-$279K -12,739 Closed
PG
64
PEAK6 Group
Illinois
-$100K -4,544 Closed
ST
65
Spot Trading
Illinois
-$39K -1,772 Closed
PCM
66
Prelude Capital Management
New York
-$35K -1,600 Closed
WA
67
WFG Advisors
Texas
-$19K -867 Closed
Ameriprise
68
Ameriprise
Minnesota
-$19K -861 Closed
NFG
69
Next Financial Group
Texas
-$7K -312 Closed
TCOV
70
Trust Company of Vermont
Vermont
-$4K -200 Closed
BFA
71
BlackRock Fund Advisors
California
-$1K -41 Closed

CMRE Hedge Fund Activity: Q4 2014 in Review

56 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Costamare (CMRE) for Q4 2014, worth a combined $223M — down 23% from $291M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of CMRE and 9 opened new positions — a net loss of 6 holders — while 19 trimmed existing stakes and 16 added.

The largest buyer was Renaissance Technologies, adding an estimated $2.3M. The largest seller was Fortress Investment Group, cutting an estimated $4.64M.

  • 56 institutional investors held Costamare (CMRE) as of Q4 2014, down from 63 in Q3 2014.
  • Funds reported $223M of Costamare stock for Q4 2014, down 23% quarter-over-quarter.
  • 9 funds opened new Costamare positions in Q4 2014 and 15 closed out, a net change of -6 holders.
  • The largest Costamare buyer in Q4 2014 was Renaissance Technologies, an estimated $2.3M added.
  • The largest Costamare seller in Q4 2014 was Fortress Investment Group, an estimated $4.64M sold.

Based on aggregated 13F filings for Q4 2014.