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Costamare

54 hedge funds and large institutions have $213M invested in Costamare in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 7 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,460% more call options, than puts

Call options by funds: $546K | Put options by funds: $35K

229% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 7

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

4% more funds holding

Funds holding: 5254 (+2)

0.66% less ownership

Funds ownership: 18.23%17.57% (-0.66%)

11% less capital invested

Capital invested by funds: $240M → $213M (-$27.4M)

Holders
54
Holders Change
+2
Holders Change %
+3.85%
% of All Funds
1.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
23
Reduced
7
Closed
9
Calls
$546K
Puts
$35K
Net Calls
+$511K
Net Calls Change
+$115K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$89M +$157K +8,859 +0.2%
O
2
OppenheimerFunds
New York
$18.3M
GXMC
3
Global X Management Company
New York
$9.68M +$836K +47,025 +10%
Citadel Advisors
4
Citadel Advisors
Florida
$9M -$296K -16,671 -3%
SC
5
Selz Capital
New York
$8.22M
LKIM
6
Lawson Kroeker Investment Management
Nebraska
$8.07M +$39.1K +2,200 +0.5%
Bank of America
7
Bank of America
North Carolina
$6.89M +$1.83M +102,984 +38%
TCIM
8
TIAA CREF Investment Management
New York
$6.39M
CNB
9
City National Bank
California
$6.15M +$531K +29,870 +10%
PPA
10
Parametric Portfolio Associates
Washington
$5.39M +$3.74M +210,184 +248%
U
11
UBS
Switzerland
$4.66M +$543K +30,570 +14%
TA
12
Teachers Advisors
New York
$4.29M
Renaissance Technologies
13
Renaissance Technologies
New York
$3.45M +$958K +53,900 +40%
GC
14
Guggenheim Capital
Illinois
$3.26M +$1.21M +68,140 +62%
EAM
15
Eventide Asset Management
Massachusetts
$3.19M +$3.1M +174,700 New
Goldman Sachs
16
Goldman Sachs
New York
$3.09M +$719K +40,459 +32%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$2.45M +$15.1K +850 +0.6%
Wells Fargo
18
Wells Fargo
California
$2.41M +$357K +20,064 +18%
Two Sigma Investments
19
Two Sigma Investments
New York
$2.01M +$1.12M +63,045 +134%
GIM
20
Gyrus Investment Management
Ontario, Canada
$1.81M +$283K +15,925 +21%
CCS
21
Crosspoint Capital Strategies
California
$1.8M +$1.55M +87,001 New
HK
22
Horizon Kinetics
New York
$1.41M +$1.15M +64,844 +536%
US Bancorp
23
US Bancorp
Minnesota
$1.35M
BIM
24
Beach Investment Management
Pennsylvania
$1.31M
BC
25
Barnett & Company
Tennessee
$1.3M +$1.27M +71,200 New

CMRE Hedge Fund Activity: Q4 2013 in Review

54 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Costamare (CMRE) for Q4 2013, worth a combined $213M — down 11% from $240M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CMRE positions and 9 closed out — a net gain of 3 holders — while 23 added to existing stakes and 7 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $3.74M. The largest seller was Acadian Asset Management, cutting an estimated $12.3M.

  • 54 institutional investors held Costamare (CMRE) as of Q4 2013, up from 52 in Q3 2013.
  • Funds reported $213M of Costamare stock for Q4 2013, down 11% quarter-over-quarter.
  • 12 funds opened new Costamare positions in Q4 2013 and 9 closed out, a net change of +3 holders.
  • The largest Costamare buyer in Q4 2013 was Parametric Portfolio Associates, an estimated $3.74M added.
  • The largest Costamare seller in Q4 2013 was Acadian Asset Management, an estimated $12.3M sold.

Based on aggregated 13F filings for Q4 2013.