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CLMS

Calamos Asset Management, Inc.
CLMS

Delisted

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

118 hedge funds and large institutions have $145M invested in Calamos Asset Management, Inc. in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 46 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more call options, than puts

Call options by funds: $478K | Put options by funds: $214K

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

4% more funds holding

Funds holding: 114118 (+4)

21% less capital invested

Capital invested by funds: $184M → $145M (-$39.4M)

35% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 46

Holders
118
Holders Change
+4
Holders Change %
+3.51%
% of All Funds
3.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
30
Reduced
46
Closed
9
Calls
$478K
Puts
$214K
Net Calls
+$264K
Net Calls Change
-$256K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$12.1M -$298K -23,540 -2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$10.4M -$29.3K -2,313 -0.3%
BFA
3
BlackRock Fund Advisors
California
$9.58M -$1.05M -83,202 -9%
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$9.2M -$117K -9,276 -1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$8.74M +$49.6K +3,923 +0.5%
WCM Investment Management
6
WCM Investment Management
California
$8.37M -$200K -15,813 -2%
LSV Asset Management
7
LSV Asset Management
Illinois
$8.02M -$2.6M -205,215 -22%
BIT
8
BlackRock Institutional Trust
California
$6.93M -$1.8M -142,170 -19%
Northern Trust
9
Northern Trust
Illinois
$5.02M +$49.6K +3,920 +0.9%
BCM
10
Bridgeway Capital Management
Texas
$4.33M -$20.2K -1,600 -0.4%
State Street
11
State Street
Massachusetts
$4.03M -$250K -19,760 -5%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$3.04M -$40.8K -3,224 -1%
Charles Schwab
13
Charles Schwab
California
$2.69M -$197K -15,601 -6%
PPA
14
Parametric Portfolio Associates
Washington
$2.21M +$375K +29,613 +18%
First Trust Advisors
15
First Trust Advisors
Illinois
$1.98M +$9.22K +729 +0.4%
GF
16
Gabelli Funds
New York
$1.97M +$63.3K +5,000 +3%
GC
17
Guggenheim Capital
Illinois
$1.94M -$197K -15,596 -8%
GI
18
GAMCO Investors
Connecticut
$1.81M
NI
19
Numeric Investors
Massachusetts
$1.74M +$1.95M +154,437 New
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$1.65M -$111K -8,800 -6%
American Century Companies
21
American Century Companies
Missouri
$1.64M -$277K -21,909 -13%
Renaissance Technologies
22
Renaissance Technologies
New York
$1.57M +$517K +40,900 +42%
Ameriprise
23
Ameriprise
Minnesota
$1.52M +$449K +35,498 +36%
U
24
UBS
Switzerland
$1.42M +$125K +9,906 +9%
Deutsche Bank
25
Deutsche Bank
Germany
$1.34M +$194K +15,337 +15%

CLMS Hedge Fund Activity: Q3 2014 in Review

118 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Calamos Asset Management, Inc. (CLMS) for Q3 2014, worth a combined $145M — down 21% from $184M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new CLMS positions and 9 closed out — a net gain of 4 holders — while 30 added to existing stakes and 46 trimmed.

The largest buyer was Numeric Investors, opening a new position worth an estimated $1.95M. The largest seller was Beacon Financial Group, exiting entirely with an estimated $5.7M sold.

  • 118 institutional investors held Calamos Asset Management, Inc. (CLMS) as of Q3 2014, up from 114 in Q2 2014.
  • Funds reported $145M of Calamos Asset Management, Inc. stock for Q3 2014, down 21% quarter-over-quarter.
  • 13 funds opened new Calamos Asset Management, Inc. positions in Q3 2014 and 9 closed out, a net change of +4 holders.
  • The largest Calamos Asset Management, Inc. buyer in Q3 2014 was Numeric Investors, an estimated $1.95M added.
  • The largest Calamos Asset Management, Inc. seller in Q3 2014 was Beacon Financial Group, an estimated $5.7M sold.

Based on aggregated 13F filings for Q3 2014.