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Claros Mortgage Trust

83 hedge funds and large institutions have $1.1B invested in Claros Mortgage Trust in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

75% more call options, than puts

Call options by funds: $14K | Put options by funds: $8K

57% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 21

5% more funds holding

Funds holding: 7983 (+4)

0.24% more ownership

Funds ownership: 71.57%71.8% (+0.24%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less capital invested

Capital invested by funds: $1.12B → $1.1B (-$22.3M)

Holders
83
Holders Change
+4
Holders Change %
+5.06%
% of All Funds
1.32%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
33
Reduced
21
Closed
6
Calls
$14K
Puts
$8K
Net Calls
+$6K
Net Calls Change
+$20K
Name Holding Trade Value Shares
Change
Change in
Stake
HI
1
Hyundai Investments
South Korea
$304M
KI
2
Koch Industries
Kansas
$168M
Vanguard Group
3
Vanguard Group
Pennsylvania
$126M +$1.04M +91,413 +0.8%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$97M
BlackRock
5
BlackRock
New York
$90.3M -$784K -68,807 -0.8%
Teacher Retirement System of Texas
6
Teacher Retirement System of Texas
Texas
$83.2M
OCA
7
Offit Capital Advisors
New York
$60.1M
WI
8
Wafra Inc
New York
$44.3M
Geode Capital Management
9
Geode Capital Management
Massachusetts
$24M +$774K +67,943 +3%
State Street
10
State Street
Massachusetts
$22.6M +$351K +30,808 +2%
Northern Trust
11
Northern Trust
Illinois
$9.95M +$255K +22,381 +3%
Charles Schwab
12
Charles Schwab
California
$9.51M +$212K +18,609 +2%
Mirae Asset Global Investments
13
Mirae Asset Global Investments
South Korea
$7.39M -$306K -26,857 -4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$4.36M +$181K +15,895 +4%
VanEck Associates
15
VanEck Associates
New York
$3.51M +$343K +30,106 +11%
Balyasny Asset Management
16
Balyasny Asset Management
Illinois
$3.41M -$3.28M -288,099 -48%
N
17
Nuveen
North Carolina
$2.73M -$4.02K -353 -0.1%
Swiss National Bank
18
Swiss National Bank
Switzerland
$2.69M
Hotchkis & Wiley Capital Management
19
Hotchkis & Wiley Capital Management
California
$2.6M +$2.68M +234,790 New
AI
20
AXS Investments
New York
$2.53M +$2.6M +228,504 New
JP Morgan Chase
21
JP Morgan Chase
New York
$2.45M +$843K +73,968 +50%
First Trust Advisors
22
First Trust Advisors
Illinois
$2.22M +$116K +10,156 +5%
Morgan Stanley
23
Morgan Stanley
New York
$2.21M +$348K +30,582 +18%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$1.6M -$2.85K -250 -0.2%
Goldman Sachs
25
Goldman Sachs
New York
$1.38M -$521K -45,724 -27%

CMTG Hedge Fund Activity: Q3 2023 in Review

83 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Claros Mortgage Trust (CMTG) for Q3 2023, worth a combined $1.1B — down 2% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CMTG positions and 6 closed out — a net gain of 6 holders — while 33 added to existing stakes and 21 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $2.68M. The largest seller was Balyasny Asset Management, cutting an estimated $3.28M.

  • 83 institutional investors held Claros Mortgage Trust (CMTG) as of Q3 2023, up from 79 in Q2 2023.
  • Funds reported $1.1B of Claros Mortgage Trust stock for Q3 2023, down 2% quarter-over-quarter.
  • 12 funds opened new Claros Mortgage Trust positions in Q3 2023 and 6 closed out, a net change of +6 holders.
  • The largest Claros Mortgage Trust buyer in Q3 2023 was Hotchkis & Wiley Capital Management, an estimated $2.68M added.
  • The largest Claros Mortgage Trust seller in Q3 2023 was Balyasny Asset Management, an estimated $3.28M sold.

Based on aggregated 13F filings for Q3 2023.