Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CLAROS MTG TR INC (CMTG)

114 + 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
↑ +2
Streak
1Q ▲
Buyers last Q
48%

Smart Money Signals — CMTG

Based on 115 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added CMTG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 84% of 3.0Y peak

84% of all-time peak
115 funds currently hold this stock — 84% 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 — 16% fewer funds vs a year ago

fund count last 6Q
22 fewer hedge funds hold CMTG compared to a year ago (-16% 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 — ~19 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 23 → 19 → 15 → 19. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 34% medium ■ 20% new
53 out of 115 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.
💎

Buying through price weakness — shares -1%, value -97%

Value
-97%
Shares
-1%
Last quarter: funds added -1% more shares while total portfolio value only changed -97%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

36 → 23 → 19 → 15 → 19 new funds/Q
New funds entering each quarter: 23 → 19 → 15 → 19. CMTG is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 53% of holders stayed 2+ years

■ 53% veterans ■ 18% 1-2yr ■ 29% new
Of 119 current holders: 63 (53%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds
36 of 115 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — 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 Q1, 55 hedge funds were net buyers of CMTG (19 opened a new position, 36 added to an existing one), while 60 reduced or exited (43 trimmed, 17 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. 27% of total institutional value in CMTG is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 115.

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.

Is It Too Late to Buy CLAROS MTG TR INC (CMTG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CMTG has moved relative to its sector benchmark (XLRE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 71d ago
CMTG
-1.0%
XLRE
+10.1%

CMTG outperformed XLRE by -11.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 26d ago
CMTG
+10.9%
XLRE
+4.0%

Since the filing became public, CMTG outperformed XLRE by +6.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 2 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: CMTG
114 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 114 113 0.88%
13F Shares 85M 86M -1.26%
Total Value $201M $7.91B -97.45%
New Positions 18 15 +3
Increased Positions 33 38 -5
Closed Positions 17 18 -1
Reduced Positions 42 38 +4
Total Calls 2 3 -33.33%
Total Puts 2 2 -
PUT/CALL Ratio 1.0 0.67 Neutral

Statistics: CMTG

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Valuation Measures Data as of: --

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

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

114 + 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:
Top 25 institutional holders of CMTG — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 WAFRA INC. 100.00% 2,500,000 $6.0M
2 Hyundai Investments Co., Ltd. 54.89% 20,467,603 $48.7M
3 Koch, Inc. 3.91% 15,126,917 $36.0M
4 GRATIA CAPITAL, LLC 1.78% 1,700,084 $4.0M
5 LM Asset Management Inc. 1.73% 1,400,000 $3.3M
6 Neuberger Berman Group LLC 0.02% 8,760,392 $20.8M
7 Caption Management, LLC 0.01% 1,000,000 $2.4M
8 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.01% 1,834,415 $4.4M
9 Greenland Capital Management LP 0.01% 30,000 $71K
10 XTX Topco Ltd 0.01% 183,396 $436K
11 Brevan Howard Capital Management LP 0.01% 327,649 $778K
12 MACQUARIE GROUP LTD 0.01% 452,533 $1.1M
13 Caption Management, LLC 0.00% 335,762 $799K
14 EverSource Wealth Advisors, LLC 0.00% 1,398 $108K
15 Gallagher Fiduciary Advisors, LLC 0.00% 34,936 $83K
16 Graham Capital Management, L.P. 0.00% 50,741 $121K
17 Compagnie Lombard Odier SCmA 0.00% 92,500 $220K
18 BBR PARTNERS, LLC 0.00% 17,000 $40K
19 ACADIAN ASSET MANAGEMENT LLC 0.00% 481,240 $1K
20 Empowered Funds, LLC 0.00% 89,094 $212K
21 D. E. Shaw & Co., Inc. 0.00% 837,412 $2.0M
22 LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% 120,090 $286K
23 CITIGROUP INC 0.00% 1,079,287 $2.6M
24 Essential Partners LLC 0.00% 1,326 $3K
25 Vident Advisory, LLC 0.00% 46,988 $112K
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added CMTG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

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 — 27% AUM from major funds: 36 of 115 holders rank in the top 100 by AUM, accounting for 27% 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?

46% of holders stayed for 2+ years: 53 out of 115 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.

Is it too late to buy CLAROS MTG TR INC (CMTG) following the 2026 Q1 hedge fund 13F filings?

As of today, CMTG has moved +10.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.0% for the XLRE sector ETF — an outperformance of +6.9%. Since the quarter end (March 31, 2026), CMTG has gained -1.0% vs +10.1% for XLRE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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