CCM INVESTMENT ADVISERS LLC

HTTP://WWW.CCMINC.COM COLUMBIA, SC Investment Advisor How do I update this listing?

Also known as:

  • CCM ADVISERS LLC
  • COMPANION CAPITAL MANAGEMENT INC/SC/

CCM Investment Advisers is based out of Columbia. CCM Investment Advisers is a large advisory firm with 805 clients and discretionary assets under management (AUM) of $2,629,060,689 (Form ADV from 2018-03-28). Their last reported 13F filing for Q4 2018 included $502,436,000 in managed 13F securities and a top 10 holdings concentration of 29.0%. CCM Investment Advisers's largest holding is Apple Inc with shares held of 112,394. CCM Investment Advisers has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 75 13F filings

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62

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12/31/2018

13F Sector Allocation Over Time

12/31/2018

13F Activity

  • Market Value $502.436 Million
  • Prior Market Value $542.395 Million
  • New Purchases8 stocks
  • Additional Purchases45 stocks
  • Sold out of13 stocks
  • Reduced holdings in26 stocks
  • Top 10 Holdings % 29.00 %
  • Turnover % [1]:25.00%
  • Turnover Alt % [2]: 16.48 %
  • Time Held Top20:7.20 quarters
  • Time Held Top10:6.70 quarters
  • Time Held All:13.86 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: -2.24%
Performance Last 4 Quarters: -6.54%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)
  • 2005-09-30 - 13F-HR (Subscription required)
  • 2005-06-30 - 13F-HR (Subscription required)
  • 2005-03-31 - 13F-HR (Subscription required)
  • 2004-12-31 - 13F-HR (Subscription required)
  • 2004-09-30 - 13F-HR (Subscription required)
  • 2004-06-30 - 13F-HR (Subscription required)
  • 2004-03-31 - 13F-HR/A (Subscription required)
  • 2004-03-31 - 13F-HR (Subscription required)
  • 2003-12-31 - 13F-HR (Subscription required)
  • 2003-09-30 - 13F-HR (Subscription required)
  • 2003-06-30 - 13F-HR (Subscription required)
  • 2003-03-31 - 13F-HR (Subscription required)
  • 2002-12-31 - 13F-HR (Subscription required)
  • 2002-09-30 - 13F-HR (Subscription required)
  • 2002-06-30 - 13F-HR (Subscription required)
  • 2002-03-31 - 13F-HR (Subscription required)
  • 2001-12-31 - 13F-HR (Subscription required)
  • 2001-09-30 - 13F-HR (Subscription required)
  • 2001-06-30 - 13F-HR (Subscription required)
  • 2001-03-31 - 13F-HR/A (Subscription required)
  • 2001-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

CCM INVESTMENT ADVISERS, LLC
1201 MAIN STREET SUITE 1910
COLUMBIA SC    29201
Country: United States

Business Phone: 803-254-9500
Fax: 803-252-9530
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: SC
Number of employees: 15
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 805
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018

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CCM INVESTMENT ADVISERS, LLC

ownership team - last updated 2017-03-31
Name Title Start Date Direct/Indirect % Ownership
CARY, FOWLER, WILLIAM PRESIDENT, CEO, MANAGING MEMBER 08/01/1986 Direct 75% or more
Fund Name Position direct/indirect start date end date
CCM INVESTMENT ADVISERS, LLC PRESIDENT, CEO, MANAGING MEMBER direct 1986-08-01
COMPANION CAPITAL MANAGEMENT INC DIRECTOR/PRESIDENT direct 1986-08-01 2001-04-26
CCM INVESTMENT ADVISERS, LLC PRESIDENT direct 1986-08-01 2005-11-22
CCM INVESTMENT ADVISERS, LLC PRESIDENT, CHIEF COMPLIANCE OFFICER direct 1986-08-01 2008-03-04
CCM INVESTMENT ADVISERS, LLC PRESIDENT, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER direct 1986-08-01 2011-12-07
KEY, ROBERT, FRAZER SR. VICE PRESIDENT, CHIEF FIXED INCOME STRATEGIST, CFA 10/01/1998 Direct less than 5%
Fund Name Position direct/indirect start date end date
CCM INVESTMENT ADVISERS, LLC SR. VICE PRESIDENT, CHIEF FIXED INCOME STRATEGIST, CFA direct 1998-10-01
ANTLEY, CHRISTOPHER, WILSON SR. VICE PRESIDENT, CHIEF EQUITY STRATEGIST 06/01/1990 Direct less than 5%
Fund Name Position direct/indirect start date end date
CCM INVESTMENT ADVISERS, LLC SR. VICE PRESIDENT, CHIEF EQUITY STRATEGIST direct 1990-06-01
BURKETT, MICHAEL, ANTHONY VICE PRESIDENT, HEAD TRADER, CFA 07/01/1998 Direct less than 5%
Fund Name Position direct/indirect start date end date
CCM INVESTMENT ADVISERS, LLC VICE PRESIDENT, HEAD TRADER, CFA direct 1998-07-01
BULLOCK, DIXIE, SMITH VICE PRESIDENT 09/01/1986 Direct less than 5%
Fund Name Position direct/indirect start date end date
CCM INVESTMENT ADVISERS, LLC VICE PRESIDENT direct 1986-09-01
LEAPHART, JOHN CHIEF COMPLIANCE OFFICER 08/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
CCM INVESTMENT ADVISERS, LLC COMPLIANCE OFFICER direct 2009-08-01
CCM INVESTMENT ADVISERS, LLC CHIEF COMPLIANCE OFFICER direct 2009-08-01
RHODES, REBECCA, FOLLINE REGIONAL MARKETING DIRECTOR 01/01/2001 Direct less than 5%
Fund Name Position direct/indirect start date end date
CCM INVESTMENT ADVISERS, LLC REGIONAL MARKETING DIRECTOR direct 2001-01-01
GILTNER, JOE, HARVEY VICE PRESIDENT 08/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
CCM INVESTMENT ADVISERS, LLC ASSISTANT VICE PRESIDENT direct 2011-12-01
CCM INVESTMENT ADVISERS, LLC VICE PRESIDENT direct 2016-08-01
FULMER, AUSTIN, SCOTT ASSISTANT VICE PRESIDENT 09/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
CCM INVESTMENT ADVISERS, LLC ASSISTANT VICE PRESIDENT direct 2011-09-01

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