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AGC

Advent Claymore Conv Sec & Incme

Delisted

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

33 hedge funds and large institutions have $84.7M invested in Advent Claymore Conv Sec & Incme in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 10

5% more capital invested

Capital invested by funds: $80.8M → $84.7M (+$3.89M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

15% less funds holding

Funds holding: 3933 (-6)

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

Holders
33
Holders Change
-6
Holders Change %
-15.38%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
13
Reduced
10
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$31.6M +$821K +134,371 +3%
SIA
2
Sit Investment Associates
Minnesota
$10.3M +$5.48M +896,889 +113%
AAM
3
Advisors Asset Management
Colorado
$9.48M -$3.94M -645,362 -29%
RCM
4
Rivernorth Capital Management
Florida
$8.87M -$2.35M -384,324 -21%
JP Morgan Chase
5
JP Morgan Chase
New York
$5.99M +$137K +22,363 +2%
Morgan Stanley
6
Morgan Stanley
New York
$5.06M +$2.69M +441,292 +114%
ACM
7
Advent Capital Management
New York
$3.38M +$330K +54,000 +11%
Wells Fargo
8
Wells Fargo
California
$1.88M +$105K +17,164 +6%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.43M +$62.6K +10,250 +5%
RJA
10
Raymond James & Associates
Florida
$1.23M +$60.7K +9,947 +5%
Bank of America
11
Bank of America
North Carolina
$1M +$302K +49,401 +43%
LPL Financial
12
LPL Financial
California
$949K -$111K -18,226 -10%
UBS Group
13
UBS Group
Switzerland
$920K -$668K -109,391 -42%
1CP
14
1607 Capital Partners
Virginia
$514K -$287K -47,069 -36%
RCM
15
Robinson Capital Management
Michigan
$500K
AG
16
Advisor Group
Arizona
$398K +$58.8K +9,632 +17%
GC
17
Guggenheim Capital
Illinois
$275K -$27.5K -4,508 -9%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$151K +$16.8K +2,758 +13%
Ameriprise
19
Ameriprise
Minnesota
$125K +$33.7K +5,523 +37%
SFS
20
Shaker Financial Services
Virginia
$119K +$119K +19,474 New
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$100K -$14.1K -2,305 -12%
PVWM
22
Point View Wealth Management
New Jersey
$90K
Citigroup
23
Citigroup
New York
$83K -$324 -53 -0.4%
AIP
24
Ahrens Investment Partners
Louisiana
$63K
US Bancorp
25
US Bancorp
Minnesota
$57K

AGC Hedge Fund Activity: Q1 2017 in Review

33 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Advent Claymore Conv Sec & Incme (AGC) for Q1 2017, worth a combined $84.7M — up 4.8% from $80.8M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of AGC and 5 opened new positions — a net loss of 6 holders — while 10 trimmed existing stakes and 13 added.

The largest buyer was Sit Investment Associates, adding an estimated $5.48M. The largest seller was Advisors Asset Management, cutting an estimated $3.94M.

  • 33 institutional investors held Advent Claymore Conv Sec & Incme (AGC) as of Q1 2017, down from 39 in Q4 2016.
  • Funds reported $84.7M of Advent Claymore Conv Sec & Incme stock for Q1 2017, up 4.8% quarter-over-quarter.
  • 5 funds opened new Advent Claymore Conv Sec & Incme positions in Q1 2017 and 11 closed out, a net change of -6 holders.
  • The largest Advent Claymore Conv Sec & Incme buyer in Q1 2017 was Sit Investment Associates, an estimated $5.48M added.
  • The largest Advent Claymore Conv Sec & Incme seller in Q1 2017 was Advisors Asset Management, an estimated $3.94M sold.

Based on aggregated 13F filings for Q1 2017.