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CLMS

Calamos Asset Management, Inc.
CLMS

Delisted

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

102 hedge funds and large institutions have $103M invested in Calamos Asset Management, Inc. in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 38 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,035% more call options, than puts

Call options by funds: $295K | Put options by funds: $26K

9% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 35

4% less funds holding

Funds holding: 106102 (-4)

15% less capital invested

Capital invested by funds: $121M → $103M (-$18.4M)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
102
Holders Change
-4
Holders Change %
-3.77%
% of All Funds
2.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
38
Reduced
35
Closed
9
Calls
$295K
Puts
$26K
Net Calls
+$269K
Net Calls Change
+$109K
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$9.28M +$322K +36,276 +3%
MP
2
Mangrove Partners
Connecticut
$8.98M +$4.05M +455,869 +76%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$7.84M +$28.4K +3,203 +0.3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$7.57M +$427K +48,069 +6%
BIT
5
BlackRock Institutional Trust
California
$5.92M -$185K -20,868 -3%
Renaissance Technologies
6
Renaissance Technologies
New York
$5.87M +$749K +84,353 +14%
Morgan Stanley
7
Morgan Stanley
New York
$4.86M -$408K -45,976 -7%
Northern Trust
8
Northern Trust
Illinois
$4.57M +$147K +16,526 +3%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$3.32M -$1.18M -133,441 -25%
Barrow, Hanley, Mewhinney & Strauss
10
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.14M +$614K +69,173 +23%
State Street
11
State Street
Massachusetts
$2.98M -$1.25M -140,619 -29%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.48M +$27.3K +3,073 +1%
BCM
13
Bridgeway Capital Management
Texas
$2.19M
GC
14
Guggenheim Capital
Illinois
$2.02M -$74.2K -8,357 -3%
Prudential Financial
15
Prudential Financial
New Jersey
$1.6M +$11.5K +1,300 +0.7%
GF
16
Gabelli Funds
New York
$1.57M
Deutsche Bank
17
Deutsche Bank
Germany
$1.52M -$125K -14,033 -7%
GI
18
GAMCO Investors
Connecticut
$1.47M +$22.2K +2,500 +1%
HighTower Advisors
19
HighTower Advisors
Illinois
$1.34M -$21.8K -2,452 -2%
Charles Schwab
20
Charles Schwab
California
$1.2M
PPA
21
Parametric Portfolio Associates
Washington
$1.07M -$106K -11,940 -9%
NI
22
Numeric Investors
Massachusetts
$1.04M
Invesco
23
Invesco
Georgia
$1.04M +$68.1K +7,670 +7%
Principal Financial Group
24
Principal Financial Group
Iowa
$1M +$40.8K +4,599 +4%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$998K +$194K +21,900 +23%

CLMS Hedge Fund Activity: Q1 2016 in Review

102 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Calamos Asset Management, Inc. (CLMS) for Q1 2016, worth a combined $103M — down 15% from $121M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of CLMS and 7 opened new positions — a net loss of 2 holders — while 35 trimmed existing stakes and 38 added.

The largest buyer was Mangrove Partners, adding an estimated $4.05M. The largest seller was WCM Investment Management, cutting an estimated $5.44M.

  • 102 institutional investors held Calamos Asset Management, Inc. (CLMS) as of Q1 2016, down from 106 in Q4 2015.
  • Funds reported $103M of Calamos Asset Management, Inc. stock for Q1 2016, down 15% quarter-over-quarter.
  • 7 funds opened new Calamos Asset Management, Inc. positions in Q1 2016 and 9 closed out, a net change of -2 holders.
  • The largest Calamos Asset Management, Inc. buyer in Q1 2016 was Mangrove Partners, an estimated $4.05M added.
  • The largest Calamos Asset Management, Inc. seller in Q1 2016 was WCM Investment Management, an estimated $5.44M sold.

Based on aggregated 13F filings for Q1 2016.