Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CAPSTEAD MTG CORP (CMO)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -11
Streak
4Q ▼
Buyers last Q
46%

Smart Money Signals — CMO

Based on 115 hedge funds · latest filing: 2021 Q3 · updated quarterly

📉

Selling streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds reduced or closed their CMO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 83% of 3.0Y peak

83% of all-time peak
115 funds currently hold this stock — 83% of the 3.0-year high of 138 funds (reached 2019 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 14% fewer funds vs a year ago

fund count last 6Q
19 fewer hedge funds hold CMO compared to a year ago (-14% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 46% buying

55 buying64 selling
Last quarter: 64 funds reduced or exited vs 55 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 18 → 12 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📊

Peak discovery — momentum slowing

17 → 14 → 18 → 12 → 15 new funds/Q
New funds entering each quarter: 14 → 18 → 12 → 15. CMO is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
2.4
out of 10
Low Exit Risk
Exit risk score 2.4/10 — 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.

Hedge Fund Ownership: CMO

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

Market Analysis: CMO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CMO

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: CMO
2026 Q1 Stats Unlock in 16 days 0 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 0 0 -
13F Shares 0 0 -
Total Value $0 $0 -
New Positions 0 0 -
Increased Positions 0 0 -
Closed Positions 0 0 -
Reduced Positions 0 0 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CMO

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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)

0 + investors

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

Top 25 institutional holders of CMO — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Orchard Capital Management, LLC 2.80% 1,389,299 $9.3M
2 Penn Mutual Asset Management 1.29% 121,478 $813K
3 Paradice Investment Management LLC 1.27% 4,196,167 $28.1M
4 Concorde Asset Management, LLC 0.50% 129,773 $868K
5 EMG Holdings, L.P. 0.50% 668,000 $4.5M
6 Olympiad Research LP 0.30% 143,988 $963K
7 AQR Arbitrage LLC 0.17% 872,942 $5.8M
8 Bridgefront Capital, LLC 0.14% 19,595 $131K
9 IndexIQ Advisors LLC 0.09% 386,974 $2.6M
10 Centiva Capital, LP 0.07% 160,721 $1.1M
11 WINTON GROUP Ltd 0.04% 115,541 $773K
12 Verition Fund Management LLC 0.04% 685,972 $4.6M
13 Alberta Investment Management Corp 0.04% 670,072 $4.5M
14 Mirae Asset Global Investments Co., Ltd. 0.03% 1,559,035 $9.6M
15 HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 0.02% 10,000 $67K
16 CAXTON ASSOCIATES LP 0.02% 27,627 $185K
17 PRAXIS INVESTMENT MANAGEMENT INC 0.02% 27,500 $184K
18 TWO SIGMA ADVISERS, LP 0.01% 812,643 $5.4M
19 Founders Capital Management 0.01% 2,000 $13K
20 HBK INVESTMENTS L P 0.01% 281,677 $1.9M
21 PUBLIC SECTOR PENSION INVESTMENT BOARD 0.01% 211,950 $1.4M
22 Louisiana State Employees Retirement System 0.01% 46,700 $312K
23 Maryland State Retirement & Pension System 0.01% 38,403 $260K
24 SG Americas Securities, LLC 0.01% 228,413 $1.5M
25 Quadrature Capital Ltd 0.01% 26,704 $179K
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 — CAPSTEAD MTG CORP (CMO)

What does the Smart Money Trend signal show for CMO?

Selling streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds reduced or closed their CMO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for CMO?

More sellers than buyers — 46% buying: Last quarter: 64 funds reduced or exited vs 55 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

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.