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Castor Maritime

26 hedge funds and large institutions have $399K invested in Castor Maritime in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more call options, than puts

Call options by funds: $184K | Put options by funds: $50K

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

0.09% less ownership

Funds ownership: 0.2%0.11% (-0.09%)

10% less funds holding

Funds holding: 2926 (-3)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

96% less capital invested

Capital invested by funds: $9.15M → $399K (-$8.75M)

Holders
26
Holders Change
-3
Holders Change %
-10.34%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
6
Closed
7
Calls
$184K
Puts
$50K
Net Calls
+$134K
Net Calls Change
-$162K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$102K -$680 -113 -0.5%
Renaissance Technologies
2
Renaissance Technologies
New York
$63K -$1.99K -330 -2%
Millennium Management
3
Millennium Management
New York
$47.7K -$556K -92,390 -90%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$37K +$19.7K +3,266 +66%
SM
5
Sabby Management
Florida
$36.8K
Morgan Stanley
6
Morgan Stanley
New York
$28.9K -$10.2K -1,700 -21%
Simplex Trading
7
Simplex Trading
Illinois
$19K +$6.99K +1,162 +36%
Citadel Advisors
8
Citadel Advisors
Florida
$18.4K +$24.7K +4,106 New
HF
9
HRT Financial
New York
$13K +$17.5K +2,901 New
LCM
10
Lazari Capital Management
California
$9.03K +$12.1K +2,010 New
FCMT
11
Founders Capital Management (Texas)
Texas
$7.18K +$3.61K +600 +60%
Wolverine Trading
12
Wolverine Trading
Illinois
$5.75K -$879 -146 -10%
VF
13
Virtu Financial
New York
$5K -$24.6K -4,090 -79%
EWA
14
EP Wealth Advisors
California
$4.49K +$65.1K +10,816 +652%
BCV
15
Banque Cantonale Vaudoise
Switzerland
$1K
GRP
16
Global Retirement Partners
California
$449
Osaic Holdings
17
Osaic Holdings
Arizona
$229
GWSA
18
Global Wealth Strategies & Associates
Colorado
$180
WWM
19
Wolff Wiese Magana
California
$90
FFA
20
Farther Finance Advisors
California
$44
CAS
21
Coppell Advisory Solutions
Texas
$30 +$42 +7 New
FWM
22
Focused Wealth Management
New York
$22
OIA
23
Optimum Investment Advisors
Illinois
$22
CIA
24
Cape Investment Advisory
Georgia
$20
JP Morgan Chase
25
JP Morgan Chase
New York
$2

CTRM Hedge Fund Activity: Q2 2023 in Review

26 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Castor Maritime (CTRM) for Q2 2023, worth a combined $399K — down 96% from $9.15M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of CTRM and 4 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 6 added.

The largest buyer was EP Wealth Advisors, adding an estimated $65.1K. The largest seller was Millennium Management, cutting an estimated $556K.

  • 26 institutional investors held Castor Maritime (CTRM) as of Q2 2023, down from 29 in Q1 2023.
  • Funds reported $399K of Castor Maritime stock for Q2 2023, down 96% quarter-over-quarter.
  • 4 funds opened new Castor Maritime positions in Q2 2023 and 7 closed out, a net change of -3 holders.
  • The largest Castor Maritime buyer in Q2 2023 was EP Wealth Advisors, an estimated $65.1K added.
  • The largest Castor Maritime seller in Q2 2023 was Millennium Management, an estimated $556K sold.

Based on aggregated 13F filings for Q2 2023.