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Castor Maritime

28 hedge funds and large institutions have $393K invested in Castor Maritime in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $123K | Put options by funds: $45K

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

8% more funds holding

Funds holding: 2628 (+2)

0.01% less ownership

Funds ownership: 0.11%0.09% (-0.01%)

2% less capital invested

Capital invested by funds: $399K → $393K (-$6.24K)

Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
4
Closed
3
Calls
$123K
Puts
$45K
Net Calls
+$78K
Net Calls Change
-$56K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$99.6K +$805 +182 +0.8%
Millennium Management
2
Millennium Management
New York
$68.4K +$23.3K +5,254 +49%
Renaissance Technologies
3
Renaissance Technologies
New York
$57K -$4.16K -940 -7%
Morgan Stanley
4
Morgan Stanley
New York
$38K +$9.96K +2,250 +35%
SM
5
Sabby Management
Florida
$36K +$226 +51 +0.6%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$35.5K
Simplex Trading
7
Simplex Trading
Illinois
$20K +$1.18K +266 +6%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$11K +$11.3K +2,546 New
LCM
9
Lazari Capital Management
California
$8.78K
FCMT
10
Founders Capital Management (Texas)
Texas
$6.99K
Citadel Advisors
11
Citadel Advisors
Florida
$4.62K -$13.4K -3,035 -74%
EWA
12
EP Wealth Advisors
California
$4.37K -$50.8K -11,473 -92%
BCV
13
Banque Cantonale Vaudoise
Switzerland
$1K
GRP
14
Global Retirement Partners
California
$415
Osaic Holdings
15
Osaic Holdings
Arizona
$223
GWSA
16
Global Wealth Strategies & Associates
Colorado
$175
CAS
17
Coppell Advisory Solutions
Texas
$141 +$27 +6 +86%
SC
18
SouthState Corp
Florida
$129 +$133 +30 New
WWM
19
Wolff Wiese Magana
California
$88
FFA
20
Farther Finance Advisors
California
$43
JP Morgan Chase
21
JP Morgan Chase
New York
$32 +$31 +7 New
FDCDDQ
22
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31 +$31 +7 New
FWM
23
Focused Wealth Management
New York
$22
OIA
24
Optimum Investment Advisors
Illinois
$22
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$22 +$22 +5 New

CTRM Hedge Fund Activity: Q3 2023 in Review

28 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Castor Maritime (CTRM) for Q3 2023, worth a combined $393K — down 1.6% from $399K a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new CTRM positions and 3 closed out — a net gain of 2 holders — while 6 added to existing stakes and 4 trimmed.

The largest buyer was Millennium Management, adding an estimated $23.3K. The largest seller was EP Wealth Advisors, cutting an estimated $50.8K.

  • 28 institutional investors held Castor Maritime (CTRM) as of Q3 2023, up from 26 in Q2 2023.
  • Funds reported $393K of Castor Maritime stock for Q3 2023, down 1.6% quarter-over-quarter.
  • 5 funds opened new Castor Maritime positions in Q3 2023 and 3 closed out, a net change of +2 holders.
  • The largest Castor Maritime buyer in Q3 2023 was Millennium Management, an estimated $23.3K added.
  • The largest Castor Maritime seller in Q3 2023 was EP Wealth Advisors, an estimated $50.8K sold.

Based on aggregated 13F filings for Q3 2023.