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AGC

Advent Claymore Conv Sec & Incme

Delisted

AGC was delisted on the 24th of August, 2018.

43 hedge funds and large institutions have $70.9M invested in Advent Claymore Conv Sec & Incme in 2016 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $65.5M → $70.9M (+$5.41M)

7% less funds holding

Funds holding: 4643 (-3)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

25% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 16

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
43
Holders Change
-3
Holders Change %
-6.52%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
12
Reduced
16
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$19M +$17.7M +3,491,175 New
AAM
2
Advisors Asset Management
Colorado
$16.6M -$1.34M -263,392 -8%
RCM
3
Rivernorth Capital Management
Florida
$5.93M +$46.8K +9,230 +0.9%
PPA
4
Parametric Portfolio Associates
Washington
$5.15M +$738K +145,448 +18%
JP Morgan Chase
5
JP Morgan Chase
New York
$4.83M +$120K +23,674 +3%
MC
6
Matisse Capital
Oregon
$3.01M -$3.94M -776,900 -58%
UBS Group
7
UBS Group
Switzerland
$2.44M -$4.86K -959 -0.2%
LPL Financial
8
LPL Financial
California
$2.11M -$51K -10,048 -2%
Bank of America
9
Bank of America
North Carolina
$1.84M +$124K +24,406 +8%
AA
10
AQR Arbitrage
Connecticut
$1.08M -$41.3K -8,148 -4%
Morgan Stanley
11
Morgan Stanley
New York
$1.05M -$165K -32,631 -14%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.05M +$112K +22,018 +13%
WAM
13
Wolverine Asset Management
Illinois
$1.02M -$1.3M -255,979 -58%
1CP
14
1607 Capital Partners
Virginia
$774K -$116K -22,900 -14%
LCM
15
Landscape Capital Management
New Jersey
$617K -$198K -39,116 -26%
BBPWM
16
Blue Bell Private Wealth Management
Pennsylvania
$597K -$9.78K -1,928 -2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$466K -$44.8K -8,829 -9%
RJA
18
Raymond James & Associates
Florida
$415K +$46.4K +9,151 +14%
Wells Fargo
19
Wells Fargo
California
$360K +$13.3K +2,629 +4%
MIG
20
Mariner Investment Group
New York
$346K +$146K +28,712 +82%
RTS
21
Round Table Services
New Jersey
$291K
GC
22
Guggenheim Capital
Illinois
$269K
MM
23
Midas Management
New York
$223K -$9.13K -1,800 -4%
RCM
24
Robinson Capital Management
Michigan
$191K -$895K -176,383 -83%
AIG
25
American International Group
New York
$180K +$51.7K +10,200 +45%

AGC Hedge Fund Activity: Q1 2016 in Review

43 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Advent Claymore Conv Sec & Incme (AGC) for Q1 2016, worth a combined $70.9M — up 8.3% from $65.5M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of AGC and 9 opened new positions — a net loss of 3 holders — while 16 trimmed existing stakes and 12 added.

The largest buyer was Saba Capital Management, opening a new position worth an estimated $17.7M. The largest seller was Matisse Capital, cutting an estimated $3.94M.

  • 43 institutional investors held Advent Claymore Conv Sec & Incme (AGC) as of Q1 2016, down from 46 in Q4 2015.
  • Funds reported $70.9M of Advent Claymore Conv Sec & Incme stock for Q1 2016, up 8.3% quarter-over-quarter.
  • 9 funds opened new Advent Claymore Conv Sec & Incme positions in Q1 2016 and 12 closed out, a net change of -3 holders.
  • The largest Advent Claymore Conv Sec & Incme buyer in Q1 2016 was Saba Capital Management, an estimated $17.7M added.
  • The largest Advent Claymore Conv Sec & Incme seller in Q1 2016 was Matisse Capital, an estimated $3.94M sold.

Based on aggregated 13F filings for Q1 2016.