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CMO

CMO — Who's Buying and Selling (13F)

Capstead Mortgage CORP

+$56.4M

Net Activity

Institutions Holding

135

Popularity Rank

#3003

Avg Weight

0.06%

Total Value

$482.2M

Ownership Trend

135 institutions currently hold CMO, with 14 net buyers and 25 net sellers this quarter.

Institutional Moves

Institutional Moves (Q3 2021)

Majority Decreased

Based on recent trading activity

Net Selling Institutions

25

Net Buying Institutions

14

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock Inc.
$116.2M
VG
Vanguard Group INC
$67.8M
PT
Price T Rowe Associates INC /md/
$40.1M
PI
Paradice Investment Management LLC
$28.1M
IL
Invesco Ltd.
$28.0M

Top 5 by Conviction

OC
Orchard Capital Management, LLC
2.80%
PM
Penn Mutual Asset Management
1.30%
PI
Paradice Investment Management LLC
1.27%
EH
EMG Holdings, L.P.
0.50%
CA
Concorde Asset Management, LLC
0.50%
View all 135 holding institutions

Quarterly Activity

Recent Activity

+$90.0M

Total Buy Value

$143.8M

Total Sell Value

New buy5
Trim20
Add9
Sold out5

14

Net Buyers

25

Net Sellers

Smart Money Convergence

CMO does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2021-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

14067E506

FAQ

Who are the top institutional investors holding CAPSTEAD MORTGAGE CORP (CMO)?
Major stakeholders currently include BlackRock Inc. ($116.2M), Vanguard Group INC ($67.8M), Price T Rowe Associates INC /md/ ($40.1M). Based on the latest 13F filings, there are a total of 135 tracked investment funds and institutions maintaining positions in CMO.
What is the overall institutional sentiment toward CMO recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $56.4M, driven by 14 managers accumulating shares while 25 reduced their exposure.
Which institutions have been selling or reducing their CMO positions?
In the latest period, 20 funds trimmed their holdings, and 5 managers completely exited their positions. The aggregate reported sell value was $143.8M.
Are there any notable investors adding CMO to their portfolios?
Yes, buying activity remains notable. 5 institutions opened new positions in {ticker}, and 9 existing holders added to their shares. The total reported buy value for the quarter amounted to $90.0M.

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