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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, Q4 2021

Institutional positions in Capstead Mortgage Corp as of Dec 31, 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

CMO is no longer listed, and 13F filings after Q3 2021 list far fewer holders. See Q3 2021

Institutional holders
0
−135 vs. Q3 2021
Shares held
0
−72.4M (−100.0%) vs. Q3 2021
Total value
$0
−$484.9M (−100.0%) vs. Q3 2021
New holders
0
0 more added
Sold out
135
0 more reduced

1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 0 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 heldQ4 2021: $0
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, Q4 2021

Shares, value and share of portfolio for each institution holding Capstead Mortgage Corp; share changes are against Q3 2021.

Institutions holding CMO in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Victory Capital Management Inc0$00.00%−11,190−100.0%Sold out
The PNC Financial Services Group, Inc.0$00.00%−11,017−100.0%Sold out
Public Employees Retirement System of Ohio0$00.00%−10,948−100.0%Sold out
Harbour Investments, Inc.0$00.00%−10,371−100.0%Sold out
Profund Advisors LLC0$00.00%−10,337−100.0%Sold out
Hunter Associates Investment Management LLC0$00.00%−10,000−100.0%Sold out
Catalyst Capital Advisors LLC0$00.00%−8,690−100.0%Sold out
Ameritas Investment Partners, Inc.0$00.00%−8,164−100.0%Sold out
Spire Wealth Management0$00.00%−8,020−100.0%Sold out
Meeder Asset Management Inc0$00.00%−6,527−100.0%Sold out
Geneos Wealth Management Inc.0$00.00%−4,893−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−4,488−100.0%Sold out
Allworth Financial LP0$00.00%−4,194−100.0%Sold out
Zurcher Kantonalbank (Zurich Cantonalbank)0$00.00%−3,848−100.0%Sold out
Group One Trading, L.P.0$00.00%−1,868−100.0%Sold out
Founders Capital Management0$00.00%−2,000−100.0%Sold out
Carolinas Wealth Consulting LLC0$00.00%−2,016−100.0%Sold out
Simplex Trading, LLC0$00.00%−1,886−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−1,600−100.0%Sold out
Macquarie Group Ltd0$00.00%−908−100.0%Sold out
NEXT Financial Group, Inc0$00.00%−700−100.0%Sold out
American Portfolios Advisors0$00.00%−647−100.0%Sold out
Fieldpoint Private Securities, LLC0$00.00%−642−100.0%Sold out
Pacitti Group Inc.0$00.00%−633−100.0%Sold out
Fifth Third Bancorp0$00.00%−489−100.0%Sold out
Sageworth Trust Co0$00.00%−410−100.0%Sold out
Versant Capital Management, Inc0$00.00%−475−100.0%Sold out
US Bancorp0$00.00%−286−100.0%Sold out
Tarbox Family Office, Inc.0$00.00%−231−100.0%Sold out
Glassman Wealth Services0$00.00%−92−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−142−100.0%Sold out
FMR LLC0$00.00%−47−100.0%Sold out
Eaton Vance Management0$00.00%−6,149−100.0%Sold out
Parkside Financial Bank & Trust0$00.00%−48−100.0%Sold out
Meridian Wealth Partners, LLC0$00.00%−68−100.0%Sold out
Berman Capital Advisors, LLC––––Not filed