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Costamare

112 hedge funds and large institutions have $182M invested in Costamare in 2020 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 42 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $150M → $182M (+$32M)

0.38% less ownership

Funds ownership: 27.72%27.34% (-0.38%)

9% less funds holding

Funds holding: 123112 (-11)

12% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 42

19% less call options, than puts

Call options by funds: $791K | Put options by funds: $978K

36% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 28

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
112
Holders Change
-11
Holders Change %
-8.94%
% of All Funds
2.3%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
37
Reduced
42
Closed
28
Calls
$791K
Puts
$978K
Net Calls
-$187K
Net Calls Change
-$230K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$30.7M +$1.08M +221,993 +4%
Renaissance Technologies
2
Renaissance Technologies
New York
$19.1M -$3.16M -648,685 -16%
CAAM
3
Cape Ann Asset Management
United Kingdom
$17.2M +$1.94M +397,405 +15%
BlackRock
4
BlackRock
New York
$14.4M -$272K -55,774 -2%
State Street
5
State Street
Massachusetts
$12M +$5.67M +1,162,350 +118%
Prudential Financial
6
Prudential Financial
New Jersey
$9.11M +$3.77M +773,516 +90%
Morgan Stanley
7
Morgan Stanley
New York
$7.19M -$1.03M -210,749 -14%
JP Morgan Chase
8
JP Morgan Chase
New York
$5.47M +$539K +110,656 +13%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$4.75M +$41.4K +8,487 +1%
BCM
10
Bridgeway Capital Management
Texas
$4.61M +$268K +55,000 +7%
Northern Trust
11
Northern Trust
Illinois
$4.3M +$1.17M +240,863 +45%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$3.72M -$4.64M -951,597 -59%
Goldman Sachs
13
Goldman Sachs
New York
$3.17M +$567K +116,395 +26%
GC
14
Globeflex Capital
California
$2.99M -$213K -43,798 -8%
Charles Schwab
15
Charles Schwab
California
$2.57M -$541K -110,949 -19%
PPA
16
Parametric Portfolio Associates
Washington
$2.53M -$266K -54,469 -11%
DA
17
Denali Advisors
California
$2.25M +$790K +162,100 +67%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$2.23M +$4.61K +945 +0.2%
Vanguard Group
19
Vanguard Group
Pennsylvania
$1.86M -$18.5K -3,800 -1%
N
20
Nuveen
North Carolina
$1.75M +$167K +34,206 +12%
Invesco
21
Invesco
Georgia
$1.75M -$45K -9,228 -3%
Federated Hermes
22
Federated Hermes
Pennsylvania
$1.74M +$38.7K +7,949 +3%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$1.44M -$138K -28,300 -10%
Wells Fargo
24
Wells Fargo
California
$1.38M -$2.16M -444,005 -64%
HKAM
25
Horizon Kinetics Asset Management
New York
$1.26M -$111K -22,861 -9%

CMRE Hedge Fund Activity: Q2 2020 in Review

112 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Costamare (CMRE) for Q2 2020, worth a combined $182M — up 21% from $150M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of CMRE and 18 opened new positions — a net loss of 10 holders — while 42 trimmed existing stakes and 37 added.

The largest buyer was State Street, adding an estimated $5.67M. The largest seller was Arrowstreet Capital, cutting an estimated $4.64M.

  • 112 institutional investors held Costamare (CMRE) as of Q2 2020, down from 123 in Q1 2020.
  • Funds reported $182M of Costamare stock for Q2 2020, up 21% quarter-over-quarter.
  • 18 funds opened new Costamare positions in Q2 2020 and 28 closed out, a net change of -10 holders.
  • The largest Costamare buyer in Q2 2020 was State Street, an estimated $5.67M added.
  • The largest Costamare seller in Q2 2020 was Arrowstreet Capital, an estimated $4.64M sold.

Based on aggregated 13F filings for Q2 2020.