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Claros Mortgage Trust

79 hedge funds and large institutions have $1.12B invested in Claros Mortgage Trust in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 36 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 19

0.09% more ownership

Funds ownership: 71.48%71.57% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less capital invested

Capital invested by funds: $1.16B → $1.12B (-$37.6M)

1% less funds holding

Funds holding: 8079 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

41% less call options, than puts

Call options by funds: $20K | Put options by funds: $34K

Holders
79
Holders Change
-1
Holders Change %
-1.25%
% of All Funds
1.24%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
7
Increased
36
Reduced
19
Closed
8
Calls
$20K
Puts
$34K
Net Calls
-$14K
Net Calls Change
+$6K
Name Holding Trade Value Shares
Change
Change in
Stake
HI
1
Hyundai Investments
South Korea
$311M
KI
2
Koch Industries
Kansas
$172M
Vanguard Group
3
Vanguard Group
Pennsylvania
$128M -$1.02M -90,397 -0.8%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$99.2M
BlackRock
5
BlackRock
New York
$93.2M +$1.93M +171,729 +2%
Teacher Retirement System of Texas
6
Teacher Retirement System of Texas
Texas
$85.2M +$43.8K +3,900 +0.1%
OCA
7
Offit Capital Advisors
New York
$61.5M
WI
8
Wafra Inc
New York
$45.4M
Geode Capital Management
9
Geode Capital Management
Massachusetts
$23.8M +$1.51M +134,637 +7%
State Street
10
State Street
Massachusetts
$23M +$295K +26,227 +1%
Northern Trust
11
Northern Trust
Illinois
$9.93M -$27.7M -2,466,765 -74%
Charles Schwab
12
Charles Schwab
California
$9.52M +$56.3K +5,012 +0.6%
Mirae Asset Global Investments
13
Mirae Asset Global Investments
South Korea
$7.87M +$7.35M +654,466 +1,655%
Balyasny Asset Management
14
Balyasny Asset Management
Illinois
$6.76M +$6.69M +595,845 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$4.28M -$238K -21,175 -5%
VanEck Associates
16
VanEck Associates
New York
$3.25M +$258K +22,959 +9%
N
17
Nuveen
North Carolina
$2.8M -$31.2K -2,776 -1%
Swiss National Bank
18
Swiss National Bank
Switzerland
$2.75M +$882K +78,500 +48%
First Trust Advisors
19
First Trust Advisors
Illinois
$2.16M -$69.5K -6,188 -3%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.99M +$983K +87,541 +100%
Goldman Sachs
21
Goldman Sachs
New York
$1.93M +$1.48M +131,695 +343%
Morgan Stanley
22
Morgan Stanley
New York
$1.91M +$677K +60,243 +56%
JP Morgan Chase
23
JP Morgan Chase
New York
$1.67M +$157K +13,954 +10%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$1.64M -$18.8K -1,677 -1%
California State Teachers Retirement System (CalSTRS)
25
California State Teachers Retirement System (CalSTRS)
California
$1.46M +$306K +27,260 +27%

CMTG Hedge Fund Activity: Q2 2023 in Review

79 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Claros Mortgage Trust (CMTG) for Q2 2023, worth a combined $1.12B — down 3.2% from $1.16B a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of CMTG and 7 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 36 added.

The largest buyer was Mirae Asset Global Investments, adding an estimated $7.35M. The largest seller was Northern Trust, cutting an estimated $27.7M.

  • 79 institutional investors held Claros Mortgage Trust (CMTG) as of Q2 2023, down from 80 in Q1 2023.
  • Funds reported $1.12B of Claros Mortgage Trust stock for Q2 2023, down 3.2% quarter-over-quarter.
  • 7 funds opened new Claros Mortgage Trust positions in Q2 2023 and 8 closed out, a net change of -1 holder.
  • The largest Claros Mortgage Trust buyer in Q2 2023 was Mirae Asset Global Investments, an estimated $7.35M added.
  • The largest Claros Mortgage Trust seller in Q2 2023 was Northern Trust, an estimated $27.7M sold.

Based on aggregated 13F filings for Q2 2023.