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Capstead Mortgage Corp

CMODelisted Oct 19, 2021
Industry
Real Estate Investment Trusts
SEC CIK
0000766701

Capstead Mortgage Corp was delisted on Oct 19, 2021; its insiders filed their last Form 4 on Oct 21, 2021; 136 institutions reported holding it in 13F filings for Q3 2021, worth $484.9M in total; no superinvestor held it.

13F holders, Q2 2021

Institutional positions in Capstead Mortgage Corp as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
143
−5 vs. Q1 2021
Shares held
69.3M
−2.77M (−3.8%) vs. Q1 2021
Total value
$425.9M
−$23.4M (−5.2%) vs. Q1 2021
New holders
13
54 more added
Sold out
18
49 more reduced

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting CMO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2021: 143 institutions
Q1 2021: 148 institutionsQ2 2021: 143 institutionsQ3 2021: 136 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ2 2021: $425.9M
Q1 2021: $449.3MQ2 2021: $425.9MQ3 2021: $484.9MQ4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding CMO and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 2021136$484.9M
Q2 2021143$425.9M
Q1 2021148$449.3M

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Capstead Mortgage Corp; share changes are against Q1 2021.

Institutions holding CMO in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.18,012,076$110.6M0.00%−192,175−1.1%Reduced
Vanguard Group Inc9,943,914$61.1M0.00%−334,777−3.3%Reduced
Price T Rowe Associates Inc5,192,497$31.9M0.00%+21,325+0.4%Added
Invesco Ltd.4,311,309$26.5M0.01%+1,591,173+58.5%Added
Paradice Investment Management LLC4,075,354$25.0M1.16%−1,497,318−26.9%Reduced
State Street Corp3,335,990$21.0M0.00%+68,180+2.1%Added
Bank of America Corp1,900,901$11.7M0.00%−172,446−8.3%Reduced
Mirae Asset Global Investments Co., Ltd.1,559,035$9.57M0.03%+139,810+9.9%Added
Geode Capital Management, LLC1,558,483$9.57M0.00%+48,037+3.2%Added
Orchard Capital Managment, LLC1,389,299$8.53M2.46%+48,148+3.6%Added
Charles Schwab Investment Management Inc1,186,196$7.28M0.00%+60,094+5.3%Added
Renaissance Technologies LLC1,131,132$6.95M0.01%+338,032+42.6%Added
Northern Trust Corp1,117,613$6.86M0.00%−169,553−13.2%Reduced
Bank of New York Mellon Corp1,056,381$6.49M0.00%−48,289−4.4%Reduced
Two Sigma Advisers, LP893,043$5.48M0.01%+317,700+55.2%Added
Two Sigma Investments, LP818,668$5.03M0.01%+91,416+12.6%Added
Goldman Sachs Group Inc751,140$4.61M0.00%+5,934+0.8%Added
Principal Financial Group Inc680,797$4.18M0.00%+15,599+2.3%Added
Wells Fargo & Company673,113$4.13M0.00%+114,416+20.5%Added
Alberta Investment Management Corp670,072$4.11M0.03%−105,046−13.6%Reduced
Credit Suisse AG675,323$4.11M0.00%−54,090−7.4%Reduced
JPMorgan Chase & Co564,690$3.47M0.00%+321,073+131.8%Added
Morgan Stanley434,150$2.67M0.00%+166,989+62.5%Added
Ameriprise Financial Inc428,143$2.63M0.00%+4,598+1.1%Added
Nuveen Asset Management, LLC418,252$2.57M0.00%−18,794−4.3%Reduced
Rhumbline Advisers317,550$1.95M0.00%−18,877−5.6%Reduced
FMR LLC307,735$1.89M0.00%−1,024,865−76.9%Reduced
Citadel Advisors LLC272,180$1.67M0.00%−117,854−30.2%Reduced
D. E. Shaw & Co., Inc.253,798$1.56M0.00%−200,150−44.1%Reduced
Ziegler Capital Management, LLC249,437$1.53M0.05%+3,477+1.4%Added
Public Sector Pension Investment Board248,376$1.52M0.01%+49,446+24.9%Added
Wolverine Asset Management LLC233,771$1.44M0.01%+47,723+25.7%Added
Swiss National Bank213,300$1.31M0.00%−5,200−2.4%Reduced
Parametric Portfolio Associates LLC204,767$1.26M0.00%+33,696+19.7%Added
Legal & General Group Plc198,285$1.22M0.00%−65,349−24.8%Reduced
Citigroup Inc172,314$1.06M0.00%+161,400+1,478.8%Added
Voya Investment Management LLC167,342$1.03M0.00%+28,010+20.1%Added
HRT Financial LP167,065$1.02M0.01%+65,644+64.7%Added
Prudential Financial Inc151,598$931.0K0.00%−3,138−2.0%Reduced
California State Teachers Retirement System131,446$807.0K0.00%−12,691−8.8%Reduced
UBS Asset Management Americas Inc131,232$805.8K0.00%+6,635+5.3%Added
Advisor Group Holdings, Inc.118,688$730.0K0.00%+33,474+39.3%Added
Penn Mutual Asset Management, LLC92,300$651.0K0.81%−12,228−11.7%Reduced
Winton Group Ltd105,347$647.0K0.03%+35,020+49.8%Added
UBS Group AG103,389$635.0K0.00%−40,621−28.2%Reduced
Comerica Bank90,853$588.0K0.00%−6,989−7.1%Reduced
LSV Asset Management79,900$490.0K0.00%−17,204−17.7%Reduced
Thrivent Financial for Lutherans79,173$486.0K0.00%−331−0.4%Reduced
Great West Life Assurance Co78,998$485.0K0.00%−9,773−11.0%Reduced
New York State Common Retirement Fund74,480$457.0K0.00%+780+1.1%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys74,323$456.0K0.01%−316−0.4%Reduced
Texas Permanent School Fund72,174$443.0K0.01%−132−0.2%Reduced
Deutsche Bank AG71,176$437.0K0.00%−4,406−5.8%Reduced
State Board of Administration of Florida Retirement System71,209$437.0K0.00%00.0%Unchanged
Campbell & CO Investment Adviser LLC67,700$416.0K0.18%+1,100+1.7%Added
SG Americas Securities, LLC67,674$416.0K0.00%+30,386+81.5%Added
State of Alaska, Department of Revenue67,023$411.0K0.00%+1,510+2.3%Added
American International Group, Inc.62,069$381.0K0.00%−1,537−2.4%Reduced
Nisa Investment Advisors, LLC60,292$370.0K0.00%−8,863−12.8%Reduced
Norges Bank58,273$358.0K0.00%−686,071−92.2%Reduced
Boothbay Fund Management, LLC58,027$356.0K0.01%−1,422−2.4%Reduced
State of Tennessee, Treasury Department56,885$349.0K0.00%00.0%Unchanged
Manufacturers Life Insurance Company, The56,476$347.0K0.00%+1,819+3.3%Added
Transcend Wealth Collective, LLC56,000$343.0K0.05%00.0%Unchanged
Barclays PLC54,307$334.0K0.00%−75,945−58.3%Reduced
Alliancebernstein L.P.53,137$326.0K0.00%−8,100−13.2%Reduced
Athanor Capital, LP48,240$296.0K0.02%−86,460−64.2%Reduced
Cubist Systematic Strategies, LLC47,945$294.0K0.00%−56,814−54.2%Reduced
Amalgamated Bank47,624$292.0K0.00%+47,624New
BNP Paribas Arbitrage, SA45,610$280.0K0.00%−7,291−13.8%Reduced
Gsa Capital Partners LLP44,002$270.0K0.03%−16,689−27.5%Reduced
Louisiana State Employees Retirement System43,700$268.0K0.01%−300−0.7%Reduced
Concorde Asset Management, LLC41,517$255.0K0.14%+1,429+3.6%Added
IndexIQ Advisors LLC40,245$247.0K0.01%+2,875+7.7%Added
Oregon Public Employees Retirement Fund39,696$244.0K0.00%00.0%Unchanged
Cetera Advisor Networks LLC36,250$223.0K0.00%−1,000−2.7%Reduced
New York State Teachers Retirement System35,999$221.0K0.00%00.0%Unchanged
Public Employees Retirement Association of Colorado35,922$221.0K0.00%00.0%Unchanged
MetLife Investment Management35,885$220.3K0.00%+13,332+59.1%Added
Tudor Investment Corp Et Al31,634$194.0K0.00%+31,634New
Bank of Montreal30,500$193.0K0.00%+7,410+32.1%Added
Teachers Retirement System of the State of Kentucky30,400$187.0K0.00%00.0%Unchanged
Aigen Investment Management, LP29,406$181.0K0.03%−32,741−52.7%Reduced
Acadian Asset Management LLC29,031$179.0K0.00%−86,462−74.9%Reduced
Everence Capital Management Inc27,500$169.0K0.01%00.0%Unchanged
ProShare Advisors LLC27,378$168.0K0.00%−955−3.4%Reduced
Quadrature Capital Ltd26,940$165.0K0.01%+26,940New
Great Lakes Advisors, LLC26,551$163.0K0.00%+120+0.5%Added
Arizona State Retirement System26,308$162.0K0.00%−1,778−6.3%Reduced
Metropolitan Life Insurance Co24,676$151.5K0.00%+6,667+37.0%Added
Millennium Management LLC23,771$146.0K0.00%−420,312−94.6%Reduced
STRS Ohio23,400$143.0K0.00%00.0%Unchanged
ExodusPoint Capital Management, LP21,263$131.0K0.00%+21,263New
KBC Group NV21,124$130.0K0.00%00.0%Unchanged
Susquehanna International Group, LLP20,236$124.0K0.00%+553+2.8%Added
J.W. Cole Advisors, Inc.18,978$117.0K0.01%+18,978New
Crossmark Global Holdings, Inc.15,860$97.0K0.00%00.0%Unchanged
Mutual of America Capital Management LLC13,769$85.0K0.00%+843+6.5%Added
HSBC Holdings PLC13,900$85.0K0.00%+13,900New
Profund Advisors LLC13,162$82.0K0.00%+729+5.9%Added