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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 $179M invested in Calamos Asset Management, Inc. in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 45 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 36

4% more capital invested

Capital invested by funds: $172M → $179M (+$6.65M)

8% less call options, than puts

Call options by funds: $434K | Put options by funds: $474K

5% less funds holding

Funds holding: 120114 (-6)

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

Holders
114
Holders Change
-6
Holders Change %
-5%
% of All Funds
3.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
45
Reduced
36
Closed
12
Calls
$434K
Puts
$474K
Net Calls
-$40K
Net Calls Change
-$234K
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$13.4M +$466K +36,102 +4%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$12.4M -$86.3K -6,688 -0.7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$10.8M +$355K +27,544 +4%
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$10.8M -$7.12K -552 -0.1%
WCM Investment Management
5
WCM Investment Management
California
$10.1M -$104K -8,062 -1%
LSV Asset Management
6
LSV Asset Management
Illinois
$9.42M -$121K -9,400 -1%
Morgan Stanley
7
Morgan Stanley
New York
$8.23M -$4.33M -335,607 -35%
BIT
8
BlackRock Institutional Trust
California
$8.16M -$45.1K -3,499 -0.6%
Northern Trust
9
Northern Trust
Illinois
$6.26M +$328K +25,429 +6%
State Street
10
State Street
Massachusetts
$6.09M +$1.11M +85,797 +23%
BCM
11
Bridgeway Capital Management
Texas
$4.73M -$424K -32,900 -9%
Renaissance Technologies
12
Renaissance Technologies
New York
$3.99M +$1.14M +88,300 +42%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$3.67M +$170K +13,191 +5%
Barrow, Hanley, Mewhinney & Strauss
14
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.62M +$3.47M +269,205 New
Charles Schwab
15
Charles Schwab
California
$3.56M -$35.6K -2,756 -1%
HighTower Advisors
16
HighTower Advisors
Illinois
$3.18M +$1.37M +105,853 +81%
First Trust Advisors
17
First Trust Advisors
Illinois
$2.8M -$479K -37,154 -15%
GF
18
Gabelli Funds
New York
$2.49M +$64.5K +5,000 +3%
PPA
19
Parametric Portfolio Associates
Washington
$2.43M -$134K -10,409 -5%
Prudential Financial
20
Prudential Financial
New Jersey
$2.38M +$1.1M +85,149 +93%
Deutsche Bank
21
Deutsche Bank
Germany
$2.27M -$132K -10,194 -6%
GI
22
GAMCO Investors
Connecticut
$2.17M
Millennium Management
23
Millennium Management
New York
$1.99M +$48.8K +3,786 +3%
GC
24
Guggenheim Capital
Illinois
$1.85M +$366K +28,378 +26%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$1.75M

CLMS Hedge Fund Activity: Q1 2015 in Review

114 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Calamos Asset Management, Inc. (CLMS) for Q1 2015, worth a combined $179M — up 3.9% from $172M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of CLMS and 7 opened new positions — a net loss of 5 holders — while 36 trimmed existing stakes and 45 added.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, opening a new position worth an estimated $3.47M. The largest seller was Morgan Stanley, cutting an estimated $4.33M.

  • 114 institutional investors held Calamos Asset Management, Inc. (CLMS) as of Q1 2015, down from 120 in Q4 2014.
  • Funds reported $179M of Calamos Asset Management, Inc. stock for Q1 2015, up 3.9% quarter-over-quarter.
  • 7 funds opened new Calamos Asset Management, Inc. positions in Q1 2015 and 12 closed out, a net change of -5 holders.
  • The largest Calamos Asset Management, Inc. buyer in Q1 2015 was Barrow, Hanley, Mewhinney & Strauss, an estimated $3.47M added.
  • The largest Calamos Asset Management, Inc. seller in Q1 2015 was Morgan Stanley, an estimated $4.33M sold.

Based on aggregated 13F filings for Q1 2015.