13F-HR 1 hovdecapitaform13fhr.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: March 30, 2012 Check here if Amendment []; Amendment Number: ------- This Amendment (Check only one.): [] is a restatement. [] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Hovde Capital Advisors LLC Address: 1826 Jefferson Place, NW Washington, D.C. 20036 Form 13F File Number: 028-10714 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered. Persons Signing this Report on Behalf of Reporting Manager: Name: Richard Perry Title: General Counsel Phone: (202) 822-8117 Signature, Place, and Date of Signing: /s/ Richard Perry Washington, DC May 15, 2012 --------------------------------- ------------------------------- ------------ [Signature] [City, State] [Date] Report Type (Check only one): [X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 3 Form 13F Information Table Entry Total: 31 Form 13F Information Table Value Total: $ 103,894 (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. No. Name Form 13F File Number --- ---- -------------------- 1 Eric D. Hovde 028-14870 2 Jason Swanson 028-14900 3 Richard T. Murray III 028-14901

FORM 13F INFORMATION TABLE ~~COLUMN~~Column 1 ~~COLUMN~~Column 2 ~~COLUMN~~Column 3 ~~COLUMN~~Column 4 ~~COLUMN~~Column 5 ~~COLUMN~~Column 6 ~~COLUMN~~Column 7 ~~COLUMN~~Column 8 ---------------------------- -------------- --------- ---------- ------------ ----- --------- -------- -------- ------------------- ~~VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY~~ NAME OF ISSUER TITLE OF CLASS CUSIP ~~(x$1000)~~VALUE ~~PRN~~TOTAL ~~AMT~~SHARES SH/PRN PUT/CALL ~~DISCRETION~~INV ~~MANAGERS~~DISC. OTH MGR Voting Authority (x$1000) SOLE SHARED NONE ---------------------------- -------------- --------- ---------- -------- ---- ----- ---------- -------- -------- ------ ------------- AGREE REALTY CORP COM 008492100 ~~5,142~~5101 ~~210892~~225892 SH DEFINED 1,2,3 ~~210892~~225892 ~~0 0 ALLSTATE CORP COM 020002101 2,788 101700 SH DEFINED 1,2,3 101700 0 0~~ ANWORTH MORTGAGE ASSET CP COM 037347101 ~~1,138~~1188 ~~181172~~180612 SH DEFINED 1,2,3 ~~181172~~180612 ~~0 0~~ BENEFICIAL MUTUAL BANCORP IN COM 08173R104 ~~1,640~~1444 ~~196184~~165184 SH DEFINED 1,2,3 ~~196184~~165184 0BROWN 0& ~~CIT~~BROWN ~~GROUP~~ INC COM ~~NEW~~115236101 ~~125581801~~3846 ~~2,440~~161750 ~~69980~~ SH DEFINED 1,2,3 ~~69980~~161750 0BLACKSTONE 0GROUP ~~COMERICA~~L ~~INC~~P COM ~~200340107~~UNIT ~~6,854~~LTD ~~265650~~09253U108 1121 70300 SH DEFINED 1,2,3 ~~265650~~70300 0COMERICA ~~0 CISCO SYS~~ INC COM ~~17275R102~~200340107 ~~1,705~~7207 ~~94300~~222700 SH DEFINED 1,2,3 ~~94300~~222700 0CAPITAL 0ONE ~~ENCORE~~FINL ~~CAP~~CORP ~~GROUP INC~~ COM ~~292554102~~14040H105 ~~2,079~~471 ~~97792~~8455 SH DEFINED 1,2,3 ~~97792~~8455 0CISCO 0SYS ~~FIRST~~INC ~~MERCHANTS CORP~~ COM ~~320817109~~17275R102 ~~1,823~~1914 ~~215213~~90500 SH DEFINED 1,2,3 ~~215213~~90500 0ENCORE 0CAP ~~HERITAGE~~GROUP ~~FINL~~INC ~~CORP WASH~~ COM ~~42722X106~~292554102 ~~2,278~~2705 ~~181405~~119952 SH DEFINED 1,2,3 ~~181405~~119952 0FIRST 0POTOMAC ~~HORACE~~RLTY ~~MANN~~TR ~~EDUCATORS CORP N~~ COM ~~440327104~~33610F109 ~~4,718~~2896 ~~344141~~239519 SH DEFINED 1,2,3 ~~344141~~239519 0FIRST 0MERCHANTS ~~INVESCO~~CORP ~~MORTGAGE CAPITAL INC~~ COM ~~46131B100~~320817109 ~~1,714~~290 ~~121985~~23513 SH DEFINED 1,2,3 ~~121985~~23513 0HERITAGE 0FINL ~~KNIGHT~~CORP ~~CAP~~WASH ~~GROUP INC CL A~~ COM ~~499005106~~42722X106 ~~1,320~~1960 ~~111695~~144136 SH DEFINED 1,2,3 ~~111695~~144136 0INVESCO 0MORTGAGE ~~KEYCORP~~CAPITAL ~~NEW~~INC COM ~~493267108~~46131B100 ~~7,189~~1699 ~~934801~~96235 SH DEFINED 1,2,3 ~~934801~~96235 0KEYCORP 0NEW ~~KEMPER CORP DEL~~ COM ~~488401100~~493267108 ~~2,595~~5772 ~~88850~~679101 SH DEFINED 1,2,3 ~~88850~~679101 ~~0 0~~ M D C HLDGS INC COM 552676108 ~~5,203~~4286 ~~295100~~166200 SH DEFINED 1,2,3 ~~295100~~166200 ~~0 0~~ MFA FINANCIAL INC COM 55272X102 ~~1,336~~1480 ~~198738~~198118 SH DEFINED 1,2,3 ~~198738~~198118 0NVR ~~0 M/I HOMES~~ INC COM ~~55305B101~~62944T105 ~~2,185~~5509 ~~227580~~7585 SH DEFINED 1,2,3 ~~227580~~7585 ~~0 0~~ NATIONAL WESTN LIFE INS CO CL A 638522102 ~~678~~824 ~~4977~~6017 SH DEFINED 1,2,3 ~~4977~~6017 0ORIENTAL 0FINL ~~SOUTHWEST~~GROUP ~~BANCORP~~ INC ~~OKLA~~ COM ~~844767103~~68618W100 ~~1,928~~155 ~~323478~~12800 SH DEFINED 1,2,3 ~~323478~~12800 0SOUTHWEST 0BANCORP ~~ORRSTOWN FINL SVCS~~ INC OKLA COM ~~687380105~~844767103 ~~1,023~~1142 ~~123995~~123810 SH DEFINED 1,2,3 ~~123995~~123810 0ORRSTOWN 0FINL ~~OCEAN~~SVCS ~~SHORE~~INC ~~HLDG CO NEW~~ COM ~~67501R103~~687380105 ~~2,760~~497 ~~269022~~56715 SH DEFINED 1,2,3 ~~269022~~56715 0OCEAN 0SHORE ~~PEAPACK-GLADSTONE~~HLDG ~~FINL~~CO ~~CORP~~NEW COM ~~704699107~~67501R103 ~~325~~2944 ~~30208~~253780 SH DEFINED 1,2,3 ~~30208~~253780 ~~0 0~~ EPLUS INC COM 294268107 ~~25,873~~29248 914872 SH DEFINED 1,2,3 914872 ~~0 0~~ PNC FINL SVCS GROUP INC COM 693475105 ~~6,987~~5379 ~~121156~~83406 SH DEFINED 1,2,3 ~~121156~~83406 ~~0 0~~ REINSURANCE GROUP AMER INC COM NEW 759351604 ~~2,631~~3475 ~~50356~~58436 SH DEFINED 1,2,3 ~~50356~~58436 ~~0 0~~ SOUTHERN NATL BANCORP OF VA COM 843395104 ~~451~~498 ~~73873~~73819 SH DEFINED 1,2,3 ~~73873~~73819 ~~0 0~~ SUNTRUST BKS INC COM 867914103 ~~4,901~~3386 ~~276900~~140072 SH DEFINED 1,2,3 ~~276900~~140072 ~~0 0~~ SUFFOLK BANCORP COM 864739107 ~~1,641~~336 ~~152104~~25864 SH DEFINED 1,2,3 ~~152104~~25864 0HANOVER 0INS ~~UNIVEST~~GROUP ~~CORP~~INC ~~OF PA~~ COM ~~915271100~~410867105 ~~729~~3626 ~~49825~~88170 SH DEFINED 1,2,3 ~~49825~~88170 0UNUM 0GROUP ~~WASHINGTON BKG CO OAK HBR WA~~ COM ~~937303105~~91529Y106 ~~540~~2819 ~~45300~~115155 SH DEFINED 1,2,3 ~~45300~~115155 ~~0 0~~ WILSHIRE BANCORP INC COM 97186T108 ~~2,618~~676 ~~721100~~139999 SH DEFINED 1,2,3 ~~721100 0 0~~139999

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