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CLMS

Calamos Asset Management, Inc.
CLMS

Delisted

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

119 hedge funds and large institutions have $182M invested in Calamos Asset Management, Inc. in 2014 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 49 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $442K | Put options by funds: $227K

4% more capital invested

Capital invested by funds: $174M → $182M (+$7.75M)

4% less funds holding

Funds holding: 124119 (-5)

19% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 21

27% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 49

Holders
119
Holders Change
-5
Holders Change %
-4.03%
% of All Funds
3.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
36
Reduced
49
Closed
21
Calls
$442K
Puts
$227K
Net Calls
+$215K
Net Calls Change
+$38K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$15.5M +$3.8M +316,918 +36%
BIT
2
BlackRock Institutional Trust
California
$15.3M +$2.25M +187,481 +19%
BFA
3
BlackRock Fund Advisors
California
$13.8M +$38.9K +3,249 +0.3%
LSV Asset Management
4
LSV Asset Management
Illinois
$11.9M +$245K +20,460 +2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$11.6M +$1.57M +131,080 +17%
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$10.7M +$214K +17,852 +2%
Vanguard Group
7
Vanguard Group
Pennsylvania
$9.82M +$1.5M +125,559 +20%
Northern Trust
8
Northern Trust
Illinois
$6.15M -$242K -20,182 -4%
BFG
9
Beacon Financial Group
Texas
$5M +$4.72M +393,740 New
BCM
10
Bridgeway Capital Management
Texas
$4.99M +$2.99M +250,000 +184%
State Street
11
State Street
Massachusetts
$4.97M +$95.4K +7,961 +2%
WCM Investment Management
12
WCM Investment Management
California
$3.83M +$3.55M +296,542 New
Bank of New York Mellon
13
Bank of New York Mellon
New York
$3.65M +$116K +9,651 +4%
GC
14
Guggenheim Capital
Illinois
$2.65M +$2.19K +183 +0.1%
PPA
15
Parametric Portfolio Associates
Washington
$2.2M -$52.9K -4,419 -3%
PCM
16
Penn Capital Management
Pennsylvania
$2.17M -$1.9M -158,679 -49%
American Century Companies
17
American Century Companies
Missouri
$2.17M +$157K +13,136 +9%
First Trust Advisors
18
First Trust Advisors
Illinois
$2.12M -$375K -31,310 -16%
GI
19
GAMCO Investors
Connecticut
$2.08M +$419K +35,000 +28%
Charles Schwab
20
Charles Schwab
California
$2.05M +$1.53M +127,780 +420%
AA
21
Ancora Advisors
Ohio
$2.01M -$246K -20,500 -12%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$1.94M -$277K -23,100 -13%
GF
23
Gabelli Funds
New York
$1.81M +$108K +9,000 +7%
BIM
24
Bogle Investment Management
Massachusetts
$1.66M +$1.2M +99,855 +350%
Principal Financial Group
25
Principal Financial Group
Iowa
$1.5M +$51.7K +4,320 +4%

CLMS Hedge Fund Activity: Q1 2014 in Review

119 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Calamos Asset Management, Inc. (CLMS) for Q1 2014, worth a combined $182M — up 4.4% from $174M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of CLMS and 17 opened new positions — a net loss of 4 holders — while 49 trimmed existing stakes and 36 added.

The largest buyer was Beacon Financial Group, opening a new position worth an estimated $4.72M. The largest seller was Schroder Investment Management Group, exiting entirely with an estimated $8.6M sold.

  • 119 institutional investors held Calamos Asset Management, Inc. (CLMS) as of Q1 2014, down from 124 in Q4 2013.
  • Funds reported $182M of Calamos Asset Management, Inc. stock for Q1 2014, up 4.4% quarter-over-quarter.
  • 17 funds opened new Calamos Asset Management, Inc. positions in Q1 2014 and 21 closed out, a net change of -4 holders.
  • The largest Calamos Asset Management, Inc. buyer in Q1 2014 was Beacon Financial Group, an estimated $4.72M added.
  • The largest Calamos Asset Management, Inc. seller in Q1 2014 was Schroder Investment Management Group, an estimated $8.6M sold.

Based on aggregated 13F filings for Q1 2014.