Costamare
CMRE
145 hedge funds and large institutions have $289M invested in Costamare in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 36 reducing their positions, and 16 closing their positions.
94% more call options, than puts
Call options by funds: $30.4M | Put options by funds: $15.7M
81% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 16
58% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 36
17% more capital invested
Capital invested by funds: $248M → $289M (+$41.1M)
9% more funds holding
Funds holding: 133 → 145 (+12)
1.66% more ownership
Funds ownership: 21.49% → 23.14% (+1.7%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$15.6M |
| 2 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$1.75M |
| 3 |
BlackRock
New York
|
+$1.31M |
| 4 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$1.08M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$2.82M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.79M |
| 3 |
GCWM
Graham Capital Wealth Management
Washington D.c.,
District of Columbia
|
-$1.76M |
| 4 |
Renaissance Technologies
New York
|
-$1.51M |
| 5 |
DFG
Demars Financial Group
Spokane Valley,
Washington
|
-$1.11M |
CMRE Hedge Fund Activity: Q4 2023 in Review
145 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Costamare (CMRE) for Q4 2023, worth a combined $289M — up 17% from $248M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new CMRE positions and 16 closed out — a net gain of 13 holders — while 57 added to existing stakes and 36 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $15.6M. The largest seller was Millennium Management, cutting an estimated $2.82M.
- 145 institutional investors held Costamare (CMRE) as of Q4 2023, up from 133 in Q3 2023.
- Funds reported $289M of Costamare stock for Q4 2023, up 17% quarter-over-quarter.
- 29 funds opened new Costamare positions in Q4 2023 and 16 closed out, a net change of +13 holders.
- The largest Costamare buyer in Q4 2023 was Morgan Stanley, an estimated $15.6M added.
- The largest Costamare seller in Q4 2023 was Millennium Management, an estimated $2.82M sold.
Based on aggregated 13F filings for Q4 2023.