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CLMS

Calamos Asset Management, Inc.
CLMS

Delisted

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

93 hedge funds and large institutions have $79.8M invested in Calamos Asset Management, Inc. in 2016 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 40 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 32

5% less funds holding

Funds holding: 9893 (-5)

9% less capital invested

Capital invested by funds: $87.3M → $79.8M (-$7.49M)

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

Holders
93
Holders Change
-5
Holders Change %
-5.1%
% of All Funds
2.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
40
Reduced
32
Closed
8
Calls
$128K
Puts
Net Calls
+$128K
Net Calls Change
-$153K
Name Holding Trade Value Shares
Change
Change in
Stake
MP
1
Mangrove Partners
Connecticut
$8.25M +$1.08M +153,097 +14%
BFA
2
BlackRock Fund Advisors
California
$7.89M +$173K +24,571 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$6.28M -$11.8K -1,674 -0.2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$6.15M -$79.8K -11,322 -1%
Renaissance Technologies
5
Renaissance Technologies
New York
$6.07M +$634K +90,000 +11%
BIT
6
BlackRock Institutional Trust
California
$4.47M +$761 +108 +0%
Morgan Stanley
7
Morgan Stanley
New York
$4.1M +$92K +13,063 +2%
Northern Trust
8
Northern Trust
Illinois
$3.17M -$551K -78,163 -14%
State Street
9
State Street
Massachusetts
$2.6M +$176 +25 +0%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$2.38M -$903K -128,161 -27%
Barrow, Hanley, Mewhinney & Strauss
11
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.33M +$53K +7,523 +2%
BCM
12
Bridgeway Capital Management
Texas
$1.76M
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.72M -$137K -19,437 -7%
GC
14
Guggenheim Capital
Illinois
$1.32M -$171K -24,256 -11%
GF
15
Gabelli Funds
New York
$1.28M +$21.1K +3,000 +2%
GI
16
GAMCO Investors
Connecticut
$1.18M
Prudential Financial
17
Prudential Financial
New Jersey
$1.05M -$212K -30,060 -16%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$1.03M +$1.41K +200 +0.1%
HighTower Advisors
19
HighTower Advisors
Illinois
$1.01M -$45.3K -6,427 -4%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$837K +$8.87K +1,258 +1%
Principal Financial Group
21
Principal Financial Group
Iowa
$821K -$7.35K -1,043 -0.9%
PPA
22
Parametric Portfolio Associates
Washington
$815K -$70.8K -10,046 -8%
JP Morgan Chase
23
JP Morgan Chase
New York
$722K +$352K +49,949 +89%
Ameriprise
24
Ameriprise
Minnesota
$705K -$42.6K -6,039 -6%
Invesco
25
Invesco
Georgia
$662K +$91.7K +13,013 +15%

CLMS Hedge Fund Activity: Q3 2016 in Review

93 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Calamos Asset Management, Inc. (CLMS) for Q3 2016, worth a combined $79.8M — down 8.6% from $87.3M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of CLMS and 3 opened new positions — a net loss of 5 holders — while 32 trimmed existing stakes and 40 added.

The largest buyer was Mangrove Partners, adding an estimated $1.08M. The largest seller was Acadian Asset Management, cutting an estimated $903K.

  • 93 institutional investors held Calamos Asset Management, Inc. (CLMS) as of Q3 2016, down from 98 in Q2 2016.
  • Funds reported $79.8M of Calamos Asset Management, Inc. stock for Q3 2016, down 8.6% quarter-over-quarter.
  • 3 funds opened new Calamos Asset Management, Inc. positions in Q3 2016 and 8 closed out, a net change of -5 holders.
  • The largest Calamos Asset Management, Inc. buyer in Q3 2016 was Mangrove Partners, an estimated $1.08M added.
  • The largest Calamos Asset Management, Inc. seller in Q3 2016 was Acadian Asset Management, an estimated $903K sold.

Based on aggregated 13F filings for Q3 2016.