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CLMS

Calamos Asset Management, Inc.
CLMS

Delisted

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

114 hedge funds and large institutions have $184M invested in Calamos Asset Management, Inc. in 2014 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

382% more call options, than puts

Call options by funds: $656K | Put options by funds: $136K

1% more capital invested

Capital invested by funds: $182M → $184M (+$2.37M)

4% less funds holding

Funds holding: 119114 (-5)

19% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 43

33% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 15

Holders
114
Holders Change
-5
Holders Change %
-4.2%
% of All Funds
3.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
35
Reduced
43
Closed
15
Calls
$656K
Puts
$136K
Net Calls
+$520K
Net Calls Change
+$305K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$14.7M -$1.3M -102,118 -9%
BFA
2
BlackRock Fund Advisors
California
$12.5M -$1.66M -130,462 -12%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$12.4M +$315K +24,722 +3%
LSV Asset Management
4
LSV Asset Management
Illinois
$12.3M
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$11M
Vanguard Group
6
Vanguard Group
Pennsylvania
$10.3M +$163K +12,773 +2%
WCM Investment Management
7
WCM Investment Management
California
$10.2M +$5.89M +461,698 +156%
BIT
8
BlackRock Institutional Trust
California
$10.1M -$5.44M -426,598 -36%
Northern Trust
9
Northern Trust
Illinois
$5.92M -$432K -33,838 -7%
BFG
10
Beacon Financial Group
Texas
$5.7M +$357K +28,013 +7%
BCM
11
Bridgeway Capital Management
Texas
$5.17M +$3.83K +300 +0.1%
State Street
12
State Street
Massachusetts
$5.05M -$97.5K -7,643 -2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$3.65M -$125K -9,824 -3%
Charles Schwab
14
Charles Schwab
California
$3.41M +$1.23M +96,190 +61%
GC
15
Guggenheim Capital
Illinois
$2.51M -$225K -17,629 -9%
First Trust Advisors
16
First Trust Advisors
Illinois
$2.34M +$139K +10,875 +7%
GF
17
Gabelli Funds
New York
$2.28M +$383K +30,000 +21%
American Century Companies
18
American Century Companies
Missouri
$2.24M -$1.62K -127 -0.1%
PPA
19
Parametric Portfolio Associates
Washington
$2.23M -$42.7K -3,345 -2%
GI
20
GAMCO Investors
Connecticut
$2.16M
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$2.07M
BIM
22
Bogle Investment Management
Massachusetts
$1.72M
Principal Financial Group
23
Principal Financial Group
Iowa
$1.56M +$6.34K +497 +0.4%
U
24
UBS
Switzerland
$1.55M +$329K +25,805 +29%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$1.49M -$17.9K -1,400 -1%

CLMS Hedge Fund Activity: Q2 2014 in Review

114 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Calamos Asset Management, Inc. (CLMS) for Q2 2014, worth a combined $184M — up 1.3% from $182M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of CLMS and 10 opened new positions — a net loss of 5 holders — while 43 trimmed existing stakes and 35 added.

The largest buyer was WCM Investment Management, adding an estimated $5.89M. The largest seller was BlackRock Institutional Trust, cutting an estimated $5.44M.

  • 114 institutional investors held Calamos Asset Management, Inc. (CLMS) as of Q2 2014, down from 119 in Q1 2014.
  • Funds reported $184M of Calamos Asset Management, Inc. stock for Q2 2014, up 1.3% quarter-over-quarter.
  • 10 funds opened new Calamos Asset Management, Inc. positions in Q2 2014 and 15 closed out, a net change of -5 holders.
  • The largest Calamos Asset Management, Inc. buyer in Q2 2014 was WCM Investment Management, an estimated $5.89M added.
  • The largest Calamos Asset Management, Inc. seller in Q2 2014 was BlackRock Institutional Trust, an estimated $5.44M sold.

Based on aggregated 13F filings for Q2 2014.