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Claros Mortgage Trust

102 hedge funds and large institutions have $718M invested in Claros Mortgage Trust in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 27

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

4% more funds holding

Funds holding: 98102 (+4)

0.47% less ownership

Funds ownership: 69.47%69% (-0.47%)

7% less capital invested

Capital invested by funds: $774M → $718M (-$55.2M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

82% less call options, than puts

Call options by funds: $25K | Put options by funds: $142K

Holders
102
Holders Change
+4
Holders Change %
+4.08%
% of All Funds
1.46%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
16
Increased
37
Reduced
27
Closed
12
Calls
$25K
Puts
$142K
Net Calls
-$117K
Net Calls Change
+$20K
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
26
Penserra Capital Management
California
$1.01M +$209K +25,110 +23%
ECM
27
ExodusPoint Capital Management
New York
$1M +$331K +39,797 +42%
Legal & General Group
28
Legal & General Group
United Kingdom
$901K +$4.22K +507 +0.4%
California State Teachers Retirement System (CalSTRS)
29
California State Teachers Retirement System (CalSTRS)
California
$773K -$27.5K -3,309 -3%
First Trust Advisors
30
First Trust Advisors
Illinois
$757K +$98.8K +11,884 +13%
AllianceBernstein
31
AllianceBernstein
Tennessee
$748K
Millennium Management
32
Millennium Management
New York
$733K +$2.18K +262 +0.3%
CLOS
33
Compagnie Lombard Odier SCmA
Switzerland
$693K
Jane Street
34
Jane Street
New York
$660K -$77.6K -9,330 -10%
T. Rowe Price Associates
35
T. Rowe Price Associates
Maryland
$656K +$9.6K +1,154 +1%
UBS Group
36
UBS Group
Switzerland
$616K +$138K +16,583 +25%
VA
37
Vident Advisory
Georgia
$596K +$507K +60,940 +326%
Renaissance Technologies
38
Renaissance Technologies
New York
$478K +$531K +63,800 New
Citigroup
39
Citigroup
New York
$471K +$362K +43,492 +224%
Janus Henderson Group
40
Janus Henderson Group
United Kingdom
$436K
Deutsche Bank
41
Deutsche Bank
Germany
$407K +$101K +12,135 +29%
Bank of America
42
Bank of America
North Carolina
$394K -$76.9K -9,246 -15%
MIM
43
MetLife Investment Management
New Jersey
$366K
Mirae Asset Global ETFs Holdings
44
Mirae Asset Global ETFs Holdings
Hong Kong
$354K -$7.04M -846,677 -95%
CF
45
Corebridge Financial
Texas
$346K -$2.37K -285 -0.6%
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$341K -$4.22K -508 -1%
Ameriprise
47
Ameriprise
Minnesota
$319K +$354K +42,600 New
A
48
AlphaQuest
New York
$311K +$339K +40,735 +5,222%
Handelsbanken Fonder
49
Handelsbanken Fonder
Sweden
$303K
Wells Fargo
50
Wells Fargo
California
$297K +$14.2K +1,702 +4%

CMTG Hedge Fund Activity: Q3 2024 in Review

102 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Claros Mortgage Trust (CMTG) for Q3 2024, worth a combined $718M — down 7.1% from $774M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new CMTG positions and 12 closed out — a net gain of 4 holders — while 37 added to existing stakes and 27 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $118M. The largest seller was Mirae Asset Global ETFs Holdings, cutting an estimated $7.04M.

  • 102 institutional investors held Claros Mortgage Trust (CMTG) as of Q3 2024, up from 98 in Q2 2024.
  • Funds reported $718M of Claros Mortgage Trust stock for Q3 2024, down 7.1% quarter-over-quarter.
  • 16 funds opened new Claros Mortgage Trust positions in Q3 2024 and 12 closed out, a net change of +4 holders.
  • The largest Claros Mortgage Trust buyer in Q3 2024 was Goldman Sachs, an estimated $118M added.
  • The largest Claros Mortgage Trust seller in Q3 2024 was Mirae Asset Global ETFs Holdings, an estimated $7.04M sold.

Based on aggregated 13F filings for Q3 2024.