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CLMS

Calamos Asset Management, Inc.
CLMS

Delisted

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

110 hedge funds and large institutions have $120M invested in Calamos Asset Management, Inc. in 2015 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

11,200% more call options, than puts

Call options by funds: $113K | Put options by funds: $1K

5% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 38

4% less funds holding

Funds holding: 114110 (-4)

22% less capital invested

Capital invested by funds: $154M → $120M (-$34.5M)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

Holders
110
Holders Change
-4
Holders Change %
-3.51%
% of All Funds
3.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
40
Reduced
38
Closed
13
Calls
$113K
Puts
$1K
Net Calls
+$112K
Net Calls Change
+$332K
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$9.68M +$293K +26,311 +3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$8.75M -$5.3K -477 -0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.8M +$77.1K +6,931 +0.8%
WCM Investment Management
4
WCM Investment Management
California
$6.9M -$746K -67,109 -8%
BIT
5
BlackRock Institutional Trust
California
$6.88M +$1.11M +99,680 +16%
Morgan Stanley
6
Morgan Stanley
New York
$6.38M +$894K +80,446 +14%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$5.66M -$1.96M -176,135 -23%
Northern Trust
8
Northern Trust
Illinois
$5.04M +$637K +57,276 +12%
State Street
9
State Street
Massachusetts
$4.41M +$94K +8,452 +2%
Renaissance Technologies
10
Renaissance Technologies
New York
$4.32M +$700K +63,000 +16%
BCM
11
Bridgeway Capital Management
Texas
$4.05M +$831K +74,700 +21%
LSV Asset Management
12
LSV Asset Management
Illinois
$3M -$2.24M -201,493 -39%
Barrow, Hanley, Mewhinney & Strauss
13
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.85M +$192K +17,290 +6%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$2.8M +$197K +17,753 +6%
MP
15
Mangrove Partners
Connecticut
$2.67M +$3.13M +281,684 New
HighTower Advisors
16
HighTower Advisors
Illinois
$2.14M +$2.51M +226,048 New
Deutsche Bank
17
Deutsche Bank
Germany
$2.07M +$367K +33,045 +18%
GC
18
Guggenheim Capital
Illinois
$1.76M +$143K +12,874 +7%
GF
19
Gabelli Funds
New York
$1.75M
Prudential Financial
20
Prudential Financial
New Jersey
$1.72M +$40K +3,600 +2%
GI
21
GAMCO Investors
Connecticut
$1.57M +$55.6K +5,000 +3%
First Trust Advisors
22
First Trust Advisors
Illinois
$1.49M -$97.6K -8,781 -5%
PPA
23
Parametric Portfolio Associates
Washington
$1.36M -$358K -32,221 -18%
Charles Schwab
24
Charles Schwab
California
$1.34M +$189K +16,963 +14%
NI
25
Numeric Investors
Massachusetts
$1.17M

CLMS Hedge Fund Activity: Q3 2015 in Review

110 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Calamos Asset Management, Inc. (CLMS) for Q3 2015, worth a combined $120M — down 22% from $154M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of CLMS and 9 opened new positions — a net loss of 4 holders — while 38 trimmed existing stakes and 40 added.

The largest buyer was Mangrove Partners, opening a new position worth an estimated $3.13M. The largest seller was LSV Asset Management, cutting an estimated $2.24M.

  • 110 institutional investors held Calamos Asset Management, Inc. (CLMS) as of Q3 2015, down from 114 in Q2 2015.
  • Funds reported $120M of Calamos Asset Management, Inc. stock for Q3 2015, down 22% quarter-over-quarter.
  • 9 funds opened new Calamos Asset Management, Inc. positions in Q3 2015 and 13 closed out, a net change of -4 holders.
  • The largest Calamos Asset Management, Inc. buyer in Q3 2015 was Mangrove Partners, an estimated $3.13M added.
  • The largest Calamos Asset Management, Inc. seller in Q3 2015 was LSV Asset Management, an estimated $2.24M sold.

Based on aggregated 13F filings for Q3 2015.