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Costamare

162 hedge funds and large institutions have $513M invested in Costamare in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 55 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

253% more call options, than puts

Call options by funds: $20.8M | Put options by funds: $5.9M

68% more capital invested

Capital invested by funds: $305M → $513M (+$207M)

45% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 20

6% more funds holding

Funds holding: 153162 (+9)

3.82% more ownership

Funds ownership: 22.43%26.25% (+3.8%)

9% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 55

Holders
162
Holders Change
+9
Holders Change %
+5.88%
% of All Funds
2.34%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
60
Reduced
55
Closed
20
Calls
$20.8M
Puts
$5.9M
Net Calls
+$14.9M
Net Calls Change
+$13.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FCMT
126
Founders Capital Management (Texas)
Texas
$65.7K
SOW
127
State of Wyoming
Wyoming
$61.6K -$153K -11,194 -75%
California State Teachers Retirement System (CalSTRS)
128
California State Teachers Retirement System (CalSTRS)
California
$51.1K -$21.3K -1,562 -33%
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$34.3K -$13.8K -1,013 -33%
LC
130
Lindbrook Capital
California
$33.4K +$1.69K +124 +6%
S
131
SignatureFD
Georgia
$31.5K +$3.29K +241 +14%
WTC
132
WhitTier Trust Company
Nevada
$31.2K
AB
133
Amalgamated Bank
New York
$26K
UFF
134
USA Financial Formulas
Michigan
$23.7K +$19.7K +1,444 New
EWA
135
EverSource Wealth Advisors
Alabama
$21.6K +$13.8K +1,012 +226%
QL
136
Quarry LP
New York
$20.9K -$25.1K -1,836 -59%
W
137
WealthCollab
Washington
$20.8K -$3.87K -283 -18%
GI
138
GAMMA Investing
California
$19.3K +$1.83K +134 +13%
BAM
139
Byrne Asset Management
New Jersey
$13.5K
AEPWM
140
Atlantic Edge Private Wealth Management
Florida
$13.1K
US Bancorp
141
US Bancorp
Minnesota
$13.1K -$4.26K -312 -28%
BWP
142
Baldwin Wealth Partners
Massachusetts
$8.21K
AAG
143
Armstrong Advisory Group
Massachusetts
$7.39K
CIBC Private Wealth Group
144
CIBC Private Wealth Group
Georgia
$4.62K +$4.1K +300 New
CMBA
145
C.M. Bidwell & Associates
Hawaii
$3.6K +$2.99K +219 New
BTI
146
Blue Trust Inc
Georgia
$3.18K +$3.83K +280 New
SAM
147
Smartleaf Asset Management
Massachusetts
$2.92K +$2.42K +177 New
AF
148
Allworth Financial
California
$2.51K +$1.89K +138 +373%
C
149
Covestor
United Kingdom
$2K -$109 -8 -7%
MPWT
150
MassMutual Private Wealth & Trust
Connecticut
$1.99K

CMRE Hedge Fund Activity: Q2 2024 in Review

162 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Costamare (CMRE) for Q2 2024, worth a combined $513M — up 68% from $305M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new CMRE positions and 20 closed out — a net gain of 9 holders — while 60 added to existing stakes and 55 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $18.7M. The largest seller was Morgan Stanley, cutting an estimated $7.16M.

  • 162 institutional investors held Costamare (CMRE) as of Q2 2024, up from 153 in Q1 2024.
  • Funds reported $513M of Costamare stock for Q2 2024, up 68% quarter-over-quarter.
  • 29 funds opened new Costamare positions in Q2 2024 and 20 closed out, a net change of +9 holders.
  • The largest Costamare buyer in Q2 2024 was Acadian Asset Management, an estimated $18.7M added.
  • The largest Costamare seller in Q2 2024 was Morgan Stanley, an estimated $7.16M sold.

Based on aggregated 13F filings for Q2 2024.