Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Costamare Bulkers Hldgs Ltd (CMDB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — CMDB

Based on 92 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added CMDB 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
92 hedge funds hold CMDB 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.
🚀

Fast accumulation — +9100% more funds vs a year ago

fund count last 6Q
+91 new funds entered over the past year (+9100% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 57% buying

46 buying35 selling
Last quarter: 46 funds bought or added vs 35 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.
➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 83 → 18 → 13 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 38% entered in last year

■ 3% conviction (2yr+) ■ 59% medium ■ 38% new
Only 3 funds (3%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📊

Peak discovery — momentum slowing

0 → 83 → 18 → 13 → 15 new funds/Q
New funds entering each quarter: 83 → 18 → 13 → 15. CMDB is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 96% of holders entered in last year

■ 4% veterans ■ 0% 1-2yr ■ 96% new
Of 92 current holders: 88 (96%) entered in the past year, only 4 (4%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
29 of 92 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in CMDB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
5.0
out of 10
Moderate Exit Risk
Exit risk score 5.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — CMDB

In 2026 Q1, 46 hedge funds were net buyers of CMDB (15 opened a new position, 31 added to an existing one), while 35 reduced or exited (24 trimmed, 11 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 58% of total institutional value in CMDB 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: 92.

Hedge Fund Ownership: CMDB

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

Market Analysis: CMDB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CMDB

-- --

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

Is It Too Late to Buy Costamare Bulkers Hldgs Ltd (CMDB) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CMDB 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 · 73d ago
CMDB
+16.5%
XLI
-76.3%

CMDB outperformed XLI by +92.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 28d ago
CMDB
-2.0%
XLI
-6.5%

Since the filing became public, CMDB outperformed XLI by +4.5% .

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.

12 top-rated funds 1 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: CMDB
91 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 91 88 3.41%
13F Shares 5M 4M 13.44%
Total Value $79M $69M 13.98%
New Positions 14 13 +1
Increased Positions 31 29 +2
Closed Positions 11 15 -4
Reduced Positions 24 32 -8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CMDB

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

91 + investors

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

QUARTER:
Top 25 CMDB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Oceanic Investment Management LTD 3.35% 255,677 $4.0M
2 Bridgeway Capital Management, LLC 0.03% 101,830 $1.6M
3 Prelude Capital Management, LLC 0.03% 23,334 $361K
4 Boothbay Fund Management, LLC 0.02% 89,239 $1.4M
5 Moran Wealth Management, LLC 0.01% 20,477 $317K
6 Walleye Capital LLC 0.01% 114,577 $1.8M
7 WINTON GROUP Ltd 0.01% 13,344 $206K
8 Renaissance Technologies LLC 0.00% 204,439 $3.2M
9 Schonfeld Strategic Advisors LLC 0.00% 45,371 $702K
10 Horizon Kinetics Asset Management LLC 0.00% 27,580 $427K
11 Empowered Funds, LLC 0.00% 42,030 $650K
12 XTX Topco Ltd 0.00% 14,722 $228K
13 American Century Companies Inc 0.00% 320,746 $5.0M
14 Trexquant Investment LP 0.00% 19,925 $308K
15 Qube Research & Technologies Ltd 0.00% 121,900 $1.9M
16 Los Angeles Capital Management LLC 0.00% 32,624 $505K
17 GAMMA Investing LLC 0.00% 2,600 $40K
18 Essential Partners LLC 0.00% 337 $5K
19 Quantinno Capital Management LP 0.00% 62,104 $961K
20 Russell Investments Group, Ltd. 0.00% 94,425 $1.5M
21 Torren Management, LLC 0.00% 176 $3K
22 Ameriprise Financial Inc 0.00% 377,401 $5.8M
23 Private Wealth Management Group, LLC 0.00% 231 $4K
24 Tower Research Capital LLC (TRC) 0.00% 2,314 $36K
25 Marshall Wace, LLP 0.00% 56,859 $880K
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 Bulkers Hldgs Ltd (CMDB)

What does the Smart Money Trend signal show for CMDB?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added CMDB 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 CMDB?

Slight buying edge — 57% buying: Last quarter: 46 funds bought or added vs 35 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 CMDB holders?

Elite ownership — 58% AUM from top-100 funds: 29 of 92 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in CMDB. 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 CMDB?

Mostly new holders — 38% entered in last year: Only 3 funds (3%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Costamare Bulkers Hldgs Ltd (CMDB) following the 2026 Q1 hedge fund 13F filings?

As of today, CMDB has moved -2.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to -6.5% for the XLI sector ETF — an outperformance of +4.5%. Since the quarter end (March 31, 2026), CMDB has gained +16.5% vs -76.3% 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.

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