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LCM

Advent/Claymore Enhanced Gth & F

Delisted

LCM was delisted on the 24th of August, 2018.

29 hedge funds and large institutions have $32.7M invested in Advent/Claymore Enhanced Gth & F in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 3029 (-1)

7% less capital invested

Capital invested by funds: $35.3M → $32.7M (-$2.58M)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

54% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 13

Holders
29
Holders Change
-1
Holders Change %
-3.33%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$13.9M +$256K +25,344 +2%
RCM
2
Rivernorth Capital Management
Florida
$4.19M -$4.7K -465 -0.1%
Morgan Stanley
3
Morgan Stanley
New York
$4.12M -$161K -15,947 -4%
Deutsche Bank
4
Deutsche Bank
Germany
$1.89M +$30.9K +3,053 +2%
Invesco
5
Invesco
Georgia
$1.35M -$83.7K -8,279 -6%
BI
6
Bulldog Investors
New Jersey
$1.06M -$2.44M -240,990 -70%
AQR Capital Management
7
AQR Capital Management
Connecticut
$988K -$413K -40,834 -30%
RJA
8
Raymond James & Associates
Florida
$807K -$12.4K -1,230 -2%
SG Americas Securities
9
SG Americas Securities
New York
$719K
Wells Fargo
10
Wells Fargo
California
$534K +$69.2K +6,847 +15%
Bank of America
11
Bank of America
North Carolina
$513K -$6.13K -607 -1%
CA
12
Cornerstone Advisors
North Carolina
$487K -$245K -24,259 -34%
PPA
13
Parametric Portfolio Associates
Washington
$481K +$472K +46,713 New
SFS
14
Shaker Financial Services
Virginia
$249K +$244K +24,179 New
TC
15
TFS Capital
Pennsylvania
$197K +$193K +19,101 New
DA
16
Doliver Advisors
Texas
$171K -$459K -45,367 -73%
TJHA
17
Thomas J. Herzfeld Advisors
Florida
$165K -$110K -10,908 -41%
SKK
18
Shepherd Kaplan Krochuk
Massachusetts
$146K
LPL Financial
19
LPL Financial
California
$135K
RCM
20
Robinson Capital Management
Michigan
$126K -$106K -10,517 -46%
AIG
21
American International Group
New York
$125K +$82.9K +8,200 +210%
STI
22
Susquehanna Trust & Investment
Pennsylvania
$115K
Ameriprise
23
Ameriprise
Minnesota
$62K +$60.6K +6,000 New
Citigroup
24
Citigroup
New York
$57K +$202 +20 +0.4%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$49K -$32.8K -3,245 -40%

LCM Hedge Fund Activity: Q2 2014 in Review

29 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Advent/Claymore Enhanced Gth & F (LCM) for Q2 2014, worth a combined $32.7M — down 7.3% from $35.3M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of LCM and 4 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 6 added.

The largest buyer was Parametric Portfolio Associates, opening a new position worth an estimated $472K. The largest seller was Bulldog Investors, cutting an estimated $2.44M.

  • 29 institutional investors held Advent/Claymore Enhanced Gth & F (LCM) as of Q2 2014, down from 30 in Q1 2014.
  • Funds reported $32.7M of Advent/Claymore Enhanced Gth & F stock for Q2 2014, down 7.3% quarter-over-quarter.
  • 4 funds opened new Advent/Claymore Enhanced Gth & F positions in Q2 2014 and 5 closed out, a net change of -1 holder.
  • The largest Advent/Claymore Enhanced Gth & F buyer in Q2 2014 was Parametric Portfolio Associates, an estimated $472K added.
  • The largest Advent/Claymore Enhanced Gth & F seller in Q2 2014 was Bulldog Investors, an estimated $2.44M sold.

Based on aggregated 13F filings for Q2 2014.