Calamos Advisors LLC Q3 2022 vs. Q4 2022 13F Holdings comparison

As an investor, it's always essential to keep track of significant changes in the holdings of your portfolio to make informed decisions. In this blog post, we'll be discussing the changes in holdings of Calamos Advisors LLC from Q3 2022 to Q4 2022.

Before we dive into the specifics, it's essential to know that 13F filings are submitted by institutional investment managers, hedge funds, and large individual investors. These filings disclose their positions in public companies and the changes made to their holdings each quarter.

Calamos Advisors LLC 13F holdings comparison reveals that they had some significant changes to their portfolio in Q4 2022 compared to Q3 2022. They sold some of their shares in several companies, including Apple Inc, Amazon.com Inc, Alphabet Inc, Exxon Mobil Corp, Home Depot Inc, and Coca Cola Co. However, they bought more shares in UnitedHealth Group Inc, Vanguard Index FDS, Wells Fargo Co New, and Procter and Gamble Co.

One of the most significant sales made by Calamos Advisors LLC was in Tesla Inc, which saw them reduce their shares by 65.3%. Additionally, they sold 31% and 20.6% of their shares in Apple Inc and Alphabet Inc, respectively. On the other hand, the Vanguard Index FDS saw a massive increase in shares, growing from zero to 1,340,747 in Q4 2022. Wells Fargo Co New also experienced a slight increase of 3.4%, while UnitedHealth Group Inc had a 7% increase in shares.

It's interesting to note that Calamos Advisors LLC had call options in the SPDR S&P 500 ETF Trust in Q3 2022, but they sold these options and purchased put options in Q4 2022. Moreover, they had call options in the iShares TR Emerging Mkts ETF in Q3 2022, which they also sold in Q4 2022.

In conclusion, Calamos Advisors LLC made some strategic moves in their portfolio from Q3 2022 to Q4 2022. They sold off some positions in companies that weren't performing well for them and increased their positions in companies that were doing better. While following the lead of institutional investors might not be the best strategy, monitoring 13F holdings comparisons can help individual investors glean insights about market trends and shifts.