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Costamare

81 hedge funds and large institutions have $89.5M invested in Costamare in 2016 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 29 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 6

87% more call options, than puts

Call options by funds: $1.51M | Put options by funds: $810K

71% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 17

27% more funds holding

Funds holding: 6481 (+17)

1.69% more ownership

Funds ownership: 13.81%15.5% (+1.7%)

3% less capital invested

Capital invested by funds: $92.3M → $89.5M (-$2.8M)

Holders
81
Holders Change
+17
Holders Change %
+26.56%
% of All Funds
2.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
29
Reduced
17
Closed
6
Calls
$1.51M
Puts
$810K
Net Calls
+$702K
Net Calls Change
-$509K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$18.7M -$1.55M -164,028 -6%
YCMGA
2
York Capital Management Global Advisors
New York
$8.82M
GXMC
3
Global X Management Company
New York
$7.68M +$443K +46,890 +5%
PPA
4
Parametric Portfolio Associates
Washington
$5.52M +$544K +57,570 +9%
SC
5
Selz Capital
New York
$5.24M
BFA
6
BlackRock Fund Advisors
California
$4.72M +$5.82M +615,235 New
LSV Asset Management
7
LSV Asset Management
Illinois
$3.49M
State Street
8
State Street
Massachusetts
$2.74M +$3.09M +326,660 +1,071%
LKIM
9
Lawson Kroeker Investment Management
Nebraska
$2.38M -$182K -19,200 -6%
BIT
10
BlackRock Institutional Trust
California
$2.31M +$1.71M +180,608 +150%
TA
11
Teachers Advisors
New York
$1.94M +$335K +35,434 +16%
TCIM
12
TIAA CREF Investment Management
New York
$1.78M +$698K +73,838 +47%
Boston Partners
13
Boston Partners
Massachusetts
$1.69M +$185K +19,577 +10%
UBS Group
14
UBS Group
Switzerland
$1.69M +$332K +35,161 +19%
JIR
15
James Investment Research
Ohio
$1.38M +$1.7M +179,600 New
OAM
16
Oxford Asset Management
United Kingdom
$1.37M -$1.81M -191,638 -52%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.14M -$115K -12,205 -8%
Bank of America
18
Bank of America
North Carolina
$1.14M +$17.3K +1,835 +1%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$1.1M -$624K -66,000 -31%
JP Morgan Chase
20
JP Morgan Chase
New York
$1.1M +$208K +21,965 +18%
HK
21
Horizon Kinetics
New York
$905K +$34.8K +3,679 +3%
BIM
22
BlackRock Investment Management
Delaware
$795K +$980K +103,620 New
Wells Fargo
23
Wells Fargo
California
$787K +$223K +23,642 +30%
GC
24
Guggenheim Capital
Illinois
$709K -$61.5K -6,509 -7%
Invesco
25
Invesco
Georgia
$652K +$186K +19,653 +30%

CMRE Hedge Fund Activity: Q2 2016 in Review

81 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Costamare (CMRE) for Q2 2016, worth a combined $89.5M — down 3% from $92.3M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new CMRE positions and 6 closed out — a net gain of 18 holders — while 29 added to existing stakes and 17 trimmed.

The largest buyer was BlackRock Fund Advisors, opening a new position worth an estimated $5.82M. The largest seller was Two Sigma Investments, cutting an estimated $2.02M.

  • 81 institutional investors held Costamare (CMRE) as of Q2 2016, up from 64 in Q1 2016.
  • Funds reported $89.5M of Costamare stock for Q2 2016, down 3% quarter-over-quarter.
  • 24 funds opened new Costamare positions in Q2 2016 and 6 closed out, a net change of +18 holders.
  • The largest Costamare buyer in Q2 2016 was BlackRock Fund Advisors, an estimated $5.82M added.
  • The largest Costamare seller in Q2 2016 was Two Sigma Investments, an estimated $2.02M sold.

Based on aggregated 13F filings for Q2 2016.