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Costamare

92 hedge funds and large institutions have $103M invested in Costamare in 2016 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

76% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 21

15% more capital invested

Capital invested by funds: $89.5M → $103M (+$13.9M)

14% more funds holding

Funds holding: 8192 (+11)

0.59% less ownership

Funds ownership: 15.5%14.91% (-0.59%)

18% less call options, than puts

Call options by funds: $1.5M | Put options by funds: $1.83M

Holders
92
Holders Change
+11
Holders Change %
+13.58%
% of All Funds
2.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
37
Reduced
21
Closed
4
Calls
$1.5M
Puts
$1.83M
Net Calls
-$330K
Net Calls Change
-$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$18.1M -$4.04M -451,037 -19%
YCMGA
2
York Capital Management Global Advisors
New York
$10.5M
GXMC
3
Global X Management Company
New York
$9.3M +$151K +16,801 +2%
SC
4
Selz Capital
New York
$6.24M
BFA
5
BlackRock Fund Advisors
California
$6.16M +$528K +58,936 +10%
LSV Asset Management
6
LSV Asset Management
Illinois
$4.16M
State Street
7
State Street
Massachusetts
$3.91M +$635K +70,823 +20%
LKIM
8
Lawson Kroeker Investment Management
Nebraska
$2.83M -$4.71K -525 -0.2%
CEP
9
Chicago Equity Partners
Illinois
$2.73M +$2.68M +299,220 New
TA
10
Teachers Advisors
New York
$2.57M +$253K +28,226 +11%
UBS Group
11
UBS Group
Switzerland
$2.06M +$51.5K +5,749 +3%
Boston Partners
12
Boston Partners
Massachusetts
$2.01M
Northern Trust
13
Northern Trust
Illinois
$1.97M +$1.56M +173,979 +421%
BIT
14
BlackRock Institutional Trust
California
$1.96M -$770K -85,862 -29%
JIR
15
James Investment Research
Ohio
$1.89M +$241K +26,890 +15%
GC
16
Guggenheim Capital
Illinois
$1.41M +$558K +62,204 +67%
Bank of America
17
Bank of America
North Carolina
$1.3M -$49.5K -5,518 -4%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$1.22M -$98.6K -11,000 -8%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.19M -$172K -19,200 -13%
HK
20
Horizon Kinetics
New York
$1.09M +$16.4K +1,830 +2%
Deutsche Bank
21
Deutsche Bank
Germany
$1.03M +$916K +102,182 +912%
MM
22
Midas Management
New York
$1M +$986K +110,000 New
Wells Fargo
23
Wells Fargo
California
$977K +$39.1K +4,361 +4%
Invesco
24
Invesco
Georgia
$947K +$167K +18,582 +22%
BIM
25
BlackRock Investment Management
Delaware
$944K -$3.37K -376 -0.4%

CMRE Hedge Fund Activity: Q3 2016 in Review

92 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Costamare (CMRE) for Q3 2016, worth a combined $103M — up 15% from $89.5M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CMRE positions and 4 closed out — a net gain of 11 holders — while 37 added to existing stakes and 21 trimmed.

The largest buyer was Chicago Equity Partners, opening a new position worth an estimated $2.68M. The largest seller was Parametric Portfolio Associates, cutting an estimated $6.08M.

  • 92 institutional investors held Costamare (CMRE) as of Q3 2016, up from 81 in Q2 2016.
  • Funds reported $103M of Costamare stock for Q3 2016, up 15% quarter-over-quarter.
  • 15 funds opened new Costamare positions in Q3 2016 and 4 closed out, a net change of +11 holders.
  • The largest Costamare buyer in Q3 2016 was Chicago Equity Partners, an estimated $2.68M added.
  • The largest Costamare seller in Q3 2016 was Parametric Portfolio Associates, an estimated $6.08M sold.

Based on aggregated 13F filings for Q3 2016.