Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Claros Mtg Tr Inc (CMTG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -7
Streak
1Q ▼
Buyers last Q
48%

Smart Money Signals — CMTG

Based on 108 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their CMTG 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 — 79% of 3.0Y peak

79% of all-time peak
108 funds currently hold this stock — 79% of the 3.0-year high of 137 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 12% fewer funds vs a year ago

fund count last 6Q
15 fewer hedge funds hold CMTG compared to a year ago (-12% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 48% buying

55 buying60 selling
Last quarter: 60 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 — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 19 → 15 → 19 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 31% medium ■ 19% new
53 out of 108 hedge funds have held CMTG 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 — ~14 new funds/quarter

24 → 19 → 15 → 19 → 14 new funds/Q
New funds entering each quarter: 19 → 15 → 19 → 14. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 51% veterans vs 23% newcomers

■ 51% veterans ■ 26% 1-2yr ■ 23% new
Entry-cohort mix of 110 holders: 56 (51%) are 2+ year veterans, 29 entered 1–2 years ago, and 25 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
31 of 108 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.5
out of 10
Low Exit Risk
Exit risk score 2.5/10 — 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 — CMTG

In 2026 Q2, 55 hedge funds were net buyers of CMTG (14 opened a new position, 41 added to an existing one), while 60 reduced or exited (39 trimmed, 21 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. 36% of total institutional value in CMTG is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -7 funds (more exits than new entries). Total institutional holders: 108.

Hedge Fund Ownership: CMTG

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

Market Analysis: CMTG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CMTG

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 2 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: CMTG
2026 Q3 Stats Unlock in 5 days 107 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 107 115 -6.96%
13F Shares 85M 85M -0.1%
Total Value $199M $201M -1.37%
New Positions 14 19 -5
Increased Positions 40 33 +7
Closed Positions 22 18 +4
Reduced Positions 38 42 -4
Total Calls 1 2 -50.0%
Total Puts 1 2 -50.0%
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: CMTG

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q3)

107 + investors

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

QUARTER:
2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 CMTG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Wafra INC. 100.00% 2,500,000 $3.1M
2 Anchyra Partners LLC 0.00% 16,224 $20K
3 Macquarie Group Ltd 0.00% 452,533 $566K
4 Compagnie Lombard Odier SCmA 0.00% 80,000 $100K
5 Citigroup Inc 0.00% 1,504,710 $1.9M
6 Ameritas Investment Partners, Inc. 0.00% 9,023 $11K
7 Police & Firemen's Retirement System of New Jersey 0.00% 24,058 $30K
8 Vanguard Fiduciary Trust Co 0.00% 844,839 $1.1M
9 Global Retirement Partners, LLC 0.00% 12,950 $16K
10 Essential Partners LLC 0.00% 278 —
11 Vanguard Capital Management LLC 0.00% 5,815,145 $7.3M
12 Rhumbline Advisers 0.00% 117,142 $146K
13 Strs Ohio 0.00% 23,700 $30K
14 Ieq Capital, LLC 0.00% 20,394 $25K
15 GAMMA Investing LLC 0.00% 2,186 $3K
16 UBS Group AG 0.00% 563,294 $704K
17 Sei Investments Co 0.00% 82,424 $103K
18 Russell Investments Group, Ltd. 0.00% 55,150 $69K
19 State Board of Administration of Florida Retirement System 0.00% 25,920 $32K
20 Sterling Capital Management LLC 0.00% 1,899 $2K
21 Vanguard Portfolio Management LLC 0.00% 825,010 $1.0M
22 Clearstead Advisors, LLC 0.00% 3,194 $4K
23 Deutsche Bank Ag\ 0.00% 78,136 $98K
24 Voya Investment Management LLC 0.00% 23,070 $29K
25 Jpmorgan Chase & Co 0.00% 340,783 $440K
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 — Claros Mtg Tr Inc (CMTG)

What does the Smart Money Trend signal show for CMTG?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their CMTG 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 CMTG?

More sellers than buyers — 48% buying: Last quarter: 60 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.

What is the fund quality score for CMTG holders?

Strong quality — 36% AUM from major funds: 31 of 108 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held CMTG?

49% of holders stayed for 2+ years: 53 out of 108 hedge funds have held CMTG 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.

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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