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CLMS

Calamos Asset Management, Inc.
CLMS

Delisted

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

98 hedge funds and large institutions have $105M invested in Calamos Asset Management, Inc. in 2016 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

32% more capital invested

Capital invested by funds: $79.8M → $105M (+$25.2M)

5% more funds holding

Funds holding: 9398 (+5)

3% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 34

53% less call options, than puts

Call options by funds: $164K | Put options by funds: $352K

Holders
98
Holders Change
+5
Holders Change %
+5.38%
% of All Funds
2.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
33
Reduced
34
Closed
7
Calls
$164K
Puts
$352K
Net Calls
-$188K
Net Calls Change
-$316K
Name Holding Trade Value Shares
Change
Change in
Stake
MP
1
Mangrove Partners
Connecticut
$12.1M +$1.44M +207,886 +17%
BFA
2
BlackRock Fund Advisors
California
$10.8M +$738K +106,388 +9%
Renaissance Technologies
3
Renaissance Technologies
New York
$8.45M +$682K +98,300 +11%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$7.88M +$8.31K +1,198 +0.1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$7.65M -$49.4K -7,115 -0.8%
BIT
6
BlackRock Institutional Trust
California
$5.57M -$30.7K -4,432 -0.7%
Morgan Stanley
7
Morgan Stanley
New York
$4.71M -$356K -51,301 -9%
GC
8
Guggenheim Capital
Illinois
$4.06M +$1.95M +281,523 +146%
MS
9
Maven Securities
Jersey
$3.68M +$3.01M +433,507 New
State Street
10
State Street
Massachusetts
$3.41M +$127K +18,348 +5%
Barrow, Hanley, Mewhinney & Strauss
11
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.79M -$107K -15,468 -5%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.54M +$311K +44,800 +18%
BCM
13
Bridgeway Capital Management
Texas
$2.42M +$173K +25,000 +10%
Northern Trust
14
Northern Trust
Illinois
$1.88M -$1.7M -245,743 -53%
GF
15
Gabelli Funds
New York
$1.6M -$6.94K -1,000 -0.5%
GI
16
GAMCO Investors
Connecticut
$1.48M -$6.94K -1,000 -0.6%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$1.38M -$1.3M -187,856 -54%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$1.36M +$55.5K +8,000 +5%
JP Morgan Chase
19
JP Morgan Chase
New York
$1.26M +$288K +41,488 +39%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$1.07M +$17.4K +2,502 +2%
Principal Financial Group
21
Principal Financial Group
Iowa
$1.04M +$11.4K +1,643 +1%
PPA
22
Parametric Portfolio Associates
Washington
$1.01M -$9.98K -1,439 -1%
Invesco
23
Invesco
Georgia
$917K +$70.1K +10,101 +10%
Prudential Financial
24
Prudential Financial
New Jersey
$812K -$412K -59,340 -38%
Ameriprise
25
Ameriprise
Minnesota
$800K -$67.2K -9,680 -9%

CLMS Hedge Fund Activity: Q4 2016 in Review

98 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Calamos Asset Management, Inc. (CLMS) for Q4 2016, worth a combined $105M — up 32% from $79.8M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new CLMS positions and 7 closed out — a net gain of 6 holders — while 33 added to existing stakes and 34 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.95M. The largest seller was Northern Trust, cutting an estimated $1.7M.

  • 98 institutional investors held Calamos Asset Management, Inc. (CLMS) as of Q4 2016, up from 93 in Q3 2016.
  • Funds reported $105M of Calamos Asset Management, Inc. stock for Q4 2016, up 32% quarter-over-quarter.
  • 13 funds opened new Calamos Asset Management, Inc. positions in Q4 2016 and 7 closed out, a net change of +6 holders.
  • The largest Calamos Asset Management, Inc. buyer in Q4 2016 was Guggenheim Capital, an estimated $1.95M added.
  • The largest Calamos Asset Management, Inc. seller in Q4 2016 was Northern Trust, an estimated $1.7M sold.

Based on aggregated 13F filings for Q4 2016.