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CLMS

Calamos Asset Management, Inc.
CLMS

Delisted

CLMS was delisted on the 21st of February, 2017.

117 hedge funds and large institutions have $151M invested in Calamos Asset Management, Inc. in 2013 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

23% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 35

12% more call options, than puts

Call options by funds: $342K | Put options by funds: $305K

2% more funds holding

Funds holding: 115117 (+2)

9% less capital invested

Capital invested by funds: $166M → $151M (-$14.8M)

Holders
117
Holders Change
+2
Holders Change %
+1.74%
% of All Funds
3.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
43
Reduced
35
Closed
8
Calls
$342K
Puts
$305K
Net Calls
+$37K
Net Calls Change
-$61K
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$10.4M +$534K +51,163 +5%
LSV Asset Management
2
LSV Asset Management
Illinois
$8.96M +$278K +26,600 +3%
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$8.21M +$596K +57,100 +7%
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$8.14M +$10.5K +1,005 +0.1%
Morgan Stanley
5
Morgan Stanley
New York
$8.13M +$3.59M +344,144 +73%
BIT
6
BlackRock Institutional Trust
California
$7.85M -$226K -21,651 -3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$7.46M +$930K +89,095 +14%
Vanguard Group
8
Vanguard Group
Pennsylvania
$7.18M +$83.2K +7,971 +1%
DRZID
9
DePrince Race & Zollo Inc (DRZ)
Florida
$6.8M -$1.25M -119,299 -15%
EBIM
10
Eagle Boston Investment Management
Massachusetts
$5.78M -$124K -11,843 -2%
Northern Trust
11
Northern Trust
Illinois
$4.84M -$55.9K -5,358 -1%
AACR
12
ACR Alpine Capital Research
Missouri
$4.61M -$6.27M -600,262 -57%
American Century Companies
13
American Century Companies
Missouri
$4.09M -$89.1K -8,536 -2%
AIS
14
AlphaOne Investment Services
Pennsylvania
$4.08M +$326K +31,208 +8%
State Street
15
State Street
Massachusetts
$3.71M -$190K -18,225 -5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$3.27M +$119K +11,377 +4%
CA
17
Continental Advisors
Utah
$1.94M +$1.8M +172,699 +803%
PPA
18
Parametric Portfolio Associates
Washington
$1.75M +$119K +11,395 +7%
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$1.55M +$240K +23,000 +17%
Charles Schwab
20
Charles Schwab
California
$1.53M
Goldman Sachs
21
Goldman Sachs
New York
$1.44M +$151K +14,484 +11%
First Trust Advisors
22
First Trust Advisors
Illinois
$1.42M +$578K +55,401 +64%
BCM
23
Bridgeway Capital Management
Texas
$1.35M -$1.51M -144,200 -52%
GI
24
GAMCO Investors
Connecticut
$1.26M
PI
25
Placemark Investments
Illinois
$1.24M -$64.4K -6,173 -5%

CLMS Hedge Fund Activity: Q3 2013 in Review

117 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Calamos Asset Management, Inc. (CLMS) for Q3 2013, worth a combined $151M — down 8.9% from $166M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new CLMS positions and 8 closed out — a net gain of 3 holders — while 43 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.59M. The largest seller was JP Morgan Chase, cutting an estimated $7.06M.

  • 117 institutional investors held Calamos Asset Management, Inc. (CLMS) as of Q3 2013, up from 115 in Q2 2013.
  • Funds reported $151M of Calamos Asset Management, Inc. stock for Q3 2013, down 8.9% quarter-over-quarter.
  • 11 funds opened new Calamos Asset Management, Inc. positions in Q3 2013 and 8 closed out, a net change of +3 holders.
  • The largest Calamos Asset Management, Inc. buyer in Q3 2013 was Morgan Stanley, an estimated $3.59M added.
  • The largest Calamos Asset Management, Inc. seller in Q3 2013 was JP Morgan Chase, an estimated $7.06M sold.

Based on aggregated 13F filings for Q3 2013.