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Costamare

159 hedge funds and large institutions have $391M invested in Costamare in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 50 increasing their positions, 47 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 19

9% more funds holding

Funds holding: 146159 (+13)

6% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 47

4% less call options, than puts

Call options by funds: $4.66M | Put options by funds: $4.83M

1.72% less ownership

Funds ownership: 26.99%25.27% (-1.7%)

24% less capital invested

Capital invested by funds: $512M → $391M (-$121M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
159
Holders Change
+13
Holders Change %
+8.9%
% of All Funds
2.45%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
34
Increased
50
Reduced
47
Closed
19
Calls
$4.66M
Puts
$4.83M
Net Calls
-$171K
Net Calls Change
+$515K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$72.7M -$180K -13,759 -0.2%
BlackRock
2
BlackRock
New York
$37.2M -$317K -24,193 -0.8%
Renaissance Technologies
3
Renaissance Technologies
New York
$27.6M -$1.06M -81,400 -4%
State Street
4
State Street
Massachusetts
$21.5M +$33.5K +2,557 +0.2%
Morgan Stanley
5
Morgan Stanley
New York
$19.4M -$445K -34,027 -2%
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$11.1M +$971K +74,201 +9%
Millennium Management
7
Millennium Management
New York
$9.13M +$3.02M +231,002 +47%
BCM
8
Bridgeway Capital Management
Texas
$9.1M +$1.3M +99,500 +16%
Goldman Sachs
9
Goldman Sachs
New York
$8.73M -$2.71M -207,112 -23%
Ameriprise
10
Ameriprise
Minnesota
$8.47M -$242K -18,472 -3%
Prudential Financial
11
Prudential Financial
New Jersey
$7.99M +$1.88M +143,810 +29%
N
12
Nuveen
North Carolina
$7.69M +$413K +31,594 +5%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$6.96M +$19.4K +1,479 +0.3%
Two Sigma Advisers
14
Two Sigma Advisers
New York
$6.62M -$2.93M -223,900 -30%
Northern Trust
15
Northern Trust
Illinois
$6.25M -$148K -11,288 -2%
GC
16
Globeflex Capital
California
$5.92M
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$5.67M +$2.37M +180,966 +68%
Stifel Financial
18
Stifel Financial
Missouri
$5.55M +$85.6K +6,544 +2%
PPA
19
Parametric Portfolio Associates
Washington
$5.3M -$148K -11,340 -3%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$5.23M +$16.7K +1,276 +0.3%
Vanguard Group
21
Vanguard Group
Pennsylvania
$5.22M +$128K +9,801 +2%
JP Morgan Chase
22
JP Morgan Chase
New York
$4.93M -$5.54M -423,194 -52%
Charles Schwab
23
Charles Schwab
California
$4.19M -$298K -22,798 -6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
24
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.12M +$2.08M +158,800 +95%
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$3.8M +$3.75M +286,534 +2,065%

CMRE Hedge Fund Activity: Q4 2021 in Review

159 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Costamare (CMRE) for Q4 2021, worth a combined $391M — down 24% from $512M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new CMRE positions and 19 closed out — a net gain of 15 holders — while 50 added to existing stakes and 47 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $3.75M. The largest seller was Cape Ann Asset Management, exiting entirely with an estimated $22.8M sold.

  • 159 institutional investors held Costamare (CMRE) as of Q4 2021, up from 146 in Q3 2021.
  • Funds reported $391M of Costamare stock for Q4 2021, down 24% quarter-over-quarter.
  • 34 funds opened new Costamare positions in Q4 2021 and 19 closed out, a net change of +15 holders.
  • The largest Costamare buyer in Q4 2021 was BNP Paribas Financial Markets, an estimated $3.75M added.
  • The largest Costamare seller in Q4 2021 was Cape Ann Asset Management, an estimated $22.8M sold.

Based on aggregated 13F filings for Q4 2021.