Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Costamare Inc (CMRE)

184 + Investors. Track Smart Money conviction in CMRE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
3Q ▲
Buyers last Q
56%

Smart Money Signals — CMRE

Based on 186 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added CMRE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
186 hedge funds hold CMRE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

99 buying78 selling
Last quarter: 99 funds bought or added vs 78 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-12 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 23 → 33 → 34 → 22. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 22% medium ■ 17% new
114 out of 186 hedge funds have held CMRE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~22 new funds/quarter

30 → 23 → 33 → 34 → 22 new funds/Q
New funds entering each quarter: 23 → 33 → 34 → 22. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 70% veterans vs 19% newcomers

■ 70% veterans ■ 11% 1-2yr ■ 19% new
Entry-cohort mix of 192 holders: 134 (70%) are 2+ year veterans, 21 entered 1–2 years ago, and 37 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
43 of 186 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in CMRE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CMRE

In 2026 Q1, 99 hedge funds were net buyers of CMRE (22 opened a new position, 77 added to an existing one), while 78 reduced or exited (60 trimmed, 18 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 49% of total institutional value in CMRE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 186.

Hedge Fund Ownership: CMRE

How many hedge funds hold CMRE — quarterly history vs. share price
Quarterly hedge fund ownership of CMRE vs. share price

Market Analysis: CMRE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CMRE

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Costamare Inc (CMRE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CMRE has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 83d ago
CMRE
-10.1%
XLI
+11.9%

CMRE outperformed XLI by -22.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 38d ago
CMRE
-11.5%
XLI
+5.5%

Since the filing became public, CMRE outperformed XLI by -17.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

17 top-rated funds 0 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: CMRE
184 + Investors

Track Smart Money conviction in CMRE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 184 182 1.1%
13F Shares 38M 39M -1.9%
Total Value $587M $613M -4.16%
New Positions 20 34 -14
Increased Positions 76 69 +7
Closed Positions 18 29 -11
Reduced Positions 59 61 -2
Total Calls 3 3 -
Total Puts 3 2 50.0%
PUT/CALL Ratio 1.0 0.67 Neutral

Statistics: CMRE

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

184 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CMRE. Verified SEC 13F-HR filings.

QUARTER:
Top 25 CMRE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Globeflex Capital L P 1.21% 474,374 $8.0M
2 Kendall Capital Management 0.89% 257,675 $4.4M
3 Denali Advisors LLC 0.73% 390,777 $6.6M
4 Informed Momentum Co LLC 0.41% 211,491 $3.6M
5 Bridgeway Capital Management, LLC 0.40% 1,174,264 $19.8M
6 Triton Wealth Management, PLLC 0.16% 25,419 $433K
7 Campbell & CO Investment Adviser LLC 0.15% 151,283 $2.6M
8 CWA Asset Management Group, LLC 0.14% 250,701 $4.2M
9 DGS Capital Management, LLC 0.13% 45,548 $770K
10 Voleon Capital Management LP 0.10% 284,272 $4.8M
11 Counterpoint Mutual Funds LLC 0.09% 33,501 $566K
12 State of Wyoming 0.07% 36,944 $624K
13 Martingale Asset Management L P 0.07% 169,190 $2.9M
14 Empowered Funds, LLC 0.07% 620,035 $10.5M
15 Segall Bryant & Hamill, LLC 0.07% 243,151 $4.1M
16 Unison Advisors LLC 0.06% 46,255 $782K
17 Independent Financial Group, LLC 0.05% 95,579 $1.6M
18 Susquehanna Fundamental Investments, LLC 0.05% 71,581 $1.2M
19 Horizon Kinetics Asset Management LLC 0.04% 221,850 $3.7M
20 NJ State Employees Deferred Compensation Plan 0.04% 28,000 $333K
21 Founders Capital Management 0.03% 4,000 $68K
22 Renaissance Technologies LLC 0.03% 1,011,732 $17.1M
23 Spirepoint Private Client, LLC 0.03% 15,920 $269K
24 WINTON GROUP Ltd 0.02% 35,435 $599K
25 Evergreen Capital Management LLC 0.02% 53,740 $908K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Costamare Inc (CMRE)

What does the Smart Money Trend signal show for CMRE?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added CMRE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CMRE?

Slight buying edge — 56% buying: Last quarter: 99 funds bought or added vs 78 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CMRE holders?

Elite ownership — 49% AUM from top-100 funds: 43 of 186 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in CMRE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CMRE?

61% of holders stayed for 2+ years: 114 out of 186 hedge funds have held CMRE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Costamare Inc (CMRE) following the 2026 Q1 hedge fund 13F filings?

As of today, CMRE has moved -11.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.5% for the XLI sector ETF — an outperformance of -17.0%. Since the quarter end (March 31, 2026), CMRE has gained -10.1% vs +11.9% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →