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Costamare
CMRE

Overview Fund Activity

145 hedge funds and large institutions have $289M invested in Costamare in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 36 reducing their positions, and 16 closing their positions.

Holders
145
Holders Change
+12
Holders Change %
+9.02%
% of All Funds
2.13%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
29
Increased
57
Reduced
36
Closed
16
Calls
$30.4M
Puts
$15.7M
Net Calls
+$14.7M
Net Calls Change
-$7.91M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$31.2M
2
BCM
2
Bridgeway Capital Management
Texas
$13.7M
3
BlackRock
3
BlackRock
New York
$28M
4
EF
4
Empowered Funds
Pennsylvania
$4.86M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$73.6M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$1.09M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.87M
3
GCWM
3
Graham Capital Wealth Management
District of Columbia
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$15.8M
5
DFG
5
Demars Financial Group
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
126
National Bank of Canada
Quebec, Canada
$4.51K – – –
EWA
127
EverSource Wealth Advisors
Alabama
$4.35K +$4.35K +418 New
CT
128
Colonial Trust
South Carolina
$4.15K – – –
Russell Investments Group
129
Russell Investments Group
United Kingdom
$2.64K – – –
GWS
130
Glassman Wealth Services
Virginia
$2.09K – – –
SO
131
STRS Ohio
Ohio
$2K -$62K -6,200 -97%
BTI
132
Blue Trust Inc
Georgia
$2K -$6.17K -503 -76%
C
133
Covestor
United Kingdom
$2K -$456 -44 -19%
MPWT
134
MassMutual Private Wealth & Trust
Connecticut
$1.01K +$1.01K +97 New
Pacer Advisors
135
Pacer Advisors
Pennsylvania
$947 +$31 +3 +3%
GI
136
Gradient Investments
Minnesota
$843 – – –
WPWM
137
Western Pacific Wealth Management
Illinois
$580 +$10 +1 +2%
PWMG
138
Private Wealth Management Group
New Jersey
$479 +$479 +46 New
Nisa Investment Advisors
139
Nisa Investment Advisors
Missouri
$416 – – –
FFA
140
Farther Finance Advisors
California
$396 +$396 +38 New
AF
141
Allworth Financial
California
$386 -$7.38K -707 -95%
JWA
142
JFS Wealth Advisors
Pennsylvania
$302 +$62 +6 +26%
SIC
143
SJS Investment Consulting
Ohio
$136 – – –
AF
144
Advisornet Financial
Minnesota
$115 +$10 +1 +10%
DPW
145
DiNuzzo Private Wealth
Pennsylvania
$32 +$32 +3 New
GCWM
146
Graham Capital Wealth Management
District of Columbia
– -$1.76M -182,162 Closed
DFG
147
Demars Financial Group
Washington
– -$1.11M -114,947 Closed
PFCS
148
Pale Fire Capital SE
Czech Republic
– -$1.09M -112,963 Closed
LP
149
LMR Partners
United Kingdom
– -$481K -50,000 Closed
JF
150
Jump Financial
Illinois
– -$464K -48,203 Closed
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6
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