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AGC

Advent Claymore Conv Sec & Incme

Delisted

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

37 hedge funds and large institutions have $86.8M invested in Advent Claymore Conv Sec & Incme in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

12% more funds holding

Funds holding: 3337 (+4)

2% more capital invested

Capital invested by funds: $84.7M → $86.8M (+$2.04M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

Holders
37
Holders Change
+4
Holders Change %
+12.12%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
11
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$32.4M +$82.4K +13,240 +0.3%
SIA
2
Sit Investment Associates
Minnesota
$10.3M -$217K -34,900 -2%
RCM
3
Rivernorth Capital Management
Florida
$7.71M -$1.33M -214,436 -15%
AAM
4
Advisors Asset Management
Colorado
$6.62M -$3.04M -488,603 -32%
JP Morgan Chase
5
JP Morgan Chase
New York
$6.25M +$139K +22,322 +2%
Morgan Stanley
6
Morgan Stanley
New York
$4.01M -$1.15M -184,714 -22%
ACM
7
Advent Capital Management
New York
$3.45M
PPA
8
Parametric Portfolio Associates
Washington
$2.96M +$2.96M +475,229 New
Wells Fargo
9
Wells Fargo
California
$1.79M -$133K -21,456 -7%
RCM
10
Robinson Capital Management
Michigan
$1.74M +$1.23M +197,601 +241%
Bank of America
11
Bank of America
North Carolina
$1.69M +$669K +107,555 +66%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.46M
RJA
13
Raymond James & Associates
Florida
$1.41M +$164K +26,424 +13%
AWM
14
AE Wealth Management
Kansas
$843K +$842K +135,275 New
LPL Financial
15
LPL Financial
California
$718K -$251K -40,284 -26%
UBS Group
16
UBS Group
Switzerland
$698K -$239K -38,482 -26%
SFS
17
Shaker Financial Services
Virginia
$626K +$504K +81,000 +416%
1CP
18
1607 Capital Partners
Virginia
$524K
AG
19
Advisor Group
Arizona
$412K +$6.01K +966 +1%
OC
20
Oppenheimer & Co
New York
$305K +$305K +48,988 New
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$224K +$123K +19,766 +122%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$155K +$498 +80 +0.3%
PVWM
23
Point View Wealth Management
New Jersey
$92K
Ameriprise
24
Ameriprise
Minnesota
$88K -$39K -6,273 -31%
WAM
25
Wolverine Asset Management
Illinois
$86K +$86.4K +13,882 New

AGC Hedge Fund Activity: Q2 2017 in Review

37 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Advent Claymore Conv Sec & Incme (AGC) for Q2 2017, worth a combined $86.8M — up 2.4% from $84.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new AGC positions and 2 closed out — a net gain of 4 holders — while 11 added to existing stakes and 11 trimmed.

The largest buyer was Parametric Portfolio Associates, opening a new position worth an estimated $2.96M. The largest seller was Advisors Asset Management, cutting an estimated $3.04M.

  • 37 institutional investors held Advent Claymore Conv Sec & Incme (AGC) as of Q2 2017, up from 33 in Q1 2017.
  • Funds reported $86.8M of Advent Claymore Conv Sec & Incme stock for Q2 2017, up 2.4% quarter-over-quarter.
  • 6 funds opened new Advent Claymore Conv Sec & Incme positions in Q2 2017 and 2 closed out, a net change of +4 holders.
  • The largest Advent Claymore Conv Sec & Incme buyer in Q2 2017 was Parametric Portfolio Associates, an estimated $2.96M added.
  • The largest Advent Claymore Conv Sec & Incme seller in Q2 2017 was Advisors Asset Management, an estimated $3.04M sold.

Based on aggregated 13F filings for Q2 2017.