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Castor Maritime

30 hedge funds and large institutions have $479K invested in Castor Maritime in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more call options, than puts

Call options by funds: $72K | Put options by funds: $9K

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

22% more capital invested

Capital invested by funds: $393K → $479K (+$86.5K)

7% more funds holding

Funds holding: 2830 (+2)

0.02% more ownership

Funds ownership: 0.09%0.12% (+0.02%)

20% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 5

Holders
30
Holders Change
+2
Holders Change %
+7.14%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
4
Reduced
5
Closed
7
Calls
$72K
Puts
$9K
Net Calls
+$63K
Net Calls Change
-$15K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$98K +$994 +259 +1%
Morgan Stanley
2
Morgan Stanley
New York
$71.1K +$30.9K +8,048 +93%
Renaissance Technologies
3
Renaissance Technologies
New York
$69K +$11.7K +3,060 +23%
PFMU
4
Privium Fund Management (UK)
United Kingdom
$65.9K +$59.5K +15,499 New
VF
5
Virtu Financial
New York
$47K +$42.3K +11,034 New
Jane Street
6
Jane Street
New York
$35.3K +$31.8K +8,300 New
Geode Capital Management
7
Geode Capital Management
Massachusetts
$35K
AA
8
Apriem Advisors
California
$18.2K +$16.4K +4,278 New
Simplex Trading
9
Simplex Trading
Illinois
$14K -$5.1K -1,330 -29%
LCM
10
Lazari Capital Management
California
$8.54K
GSC
11
Ground Swell Capital
South Carolina
$6.94K +$6.27K +1,634 New
EWA
12
EP Wealth Advisors
California
$4.25K
FCMT
13
Founders Capital Management (Texas)
Texas
$3.4K -$3.07K -800 -50%
BCV
14
Banque Cantonale Vaudoise
Switzerland
$1K
GRP
15
Global Retirement Partners
California
$503
CAS
16
Coppell Advisory Solutions
Texas
$278 +$199 +52 +400%
Osaic Holdings
17
Osaic Holdings
Arizona
$217
GWSA
18
Global Wealth Strategies & Associates
Colorado
$170
WWM
19
Wolff Wiese Magana
California
$85
1832 Asset Management
20
1832 Asset Management
Ontario, Canada
$83 +$77 +20 New
AF
21
Allworth Financial
California
$48 +$42 +11 New
JP Morgan Chase
22
JP Morgan Chase
New York
$24 -$4 -1 -14%
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$22
FWM
24
Focused Wealth Management
New York
$21
OIA
25
Optimum Investment Advisors
Illinois
$21

CTRM Hedge Fund Activity: Q4 2023 in Review

30 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Castor Maritime (CTRM) for Q4 2023, worth a combined $479K — up 22% from $393K a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CTRM positions and 7 closed out — a net gain of 2 holders — while 4 added to existing stakes and 5 trimmed.

The largest buyer was Privium Fund Management (UK), opening a new position worth an estimated $59.5K. The largest seller was Millennium Management, exiting entirely with an estimated $68.4K sold.

  • 30 institutional investors held Castor Maritime (CTRM) as of Q4 2023, up from 28 in Q3 2023.
  • Funds reported $479K of Castor Maritime stock for Q4 2023, up 22% quarter-over-quarter.
  • 9 funds opened new Castor Maritime positions in Q4 2023 and 7 closed out, a net change of +2 holders.
  • The largest Castor Maritime buyer in Q4 2023 was Privium Fund Management (UK), an estimated $59.5K added.
  • The largest Castor Maritime seller in Q4 2023 was Millennium Management, an estimated $68.4K sold.

Based on aggregated 13F filings for Q4 2023.