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Calamos Strategic Total Return Fund

99 hedge funds and large institutions have $206M invested in Calamos Strategic Total Return Fund in 2014 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

14% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 29

6% more funds holding

Funds holding: 9399 (+6)

1% more capital invested

Capital invested by funds: $205M → $206M (+$1.35M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.18% less ownership

Funds ownership: 12.19%12.01% (-0.18%)

Holders
99
Holders Change
+6
Holders Change %
+6.45%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
18
Increased
33
Reduced
29
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$887K +$18.2K +1,662 +2%
VFS
27
VSR Financial Services
Kansas
$872K -$91.1K -8,300 -10%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$733K +$13.8K +1,258 +2%
DADC
29
D.A. Davidson & Co
Montana
$658K +$21.4K +1,955 +3%
FIMG
30
Financial & Investment Management Group
Michigan
$640K +$151K +13,733 +31%
DA
31
Doliver Advisors
Texas
$573K +$566K +51,560 New
PAG
32
Private Advisor Group
New Jersey
$466K +$255K +23,241 +125%
Ameriprise
33
Ameriprise
Minnesota
$455K +$25.5K +2,323 +6%
OC
34
Oppenheimer & Co
New York
$443K -$61.3K -5,592 -12%
WA
35
WealthTrust Axiom
Pennsylvania
$443K
DIA
36
Dana Investment Advisors
Wisconsin
$418K
Citigroup
37
Citigroup
New York
$330K +$39.1K +3,568 +14%
DC
38
Davenport & Co
Virginia
$318K -$43.9K -4,000 -12%
CWM
39
Confluence Wealth Management
Oregon
$315K +$311K +28,365 New
AIG
40
American International Group
New York
$294K +$230K +20,987 +385%
CS
41
Credit Suisse
Switzerland
$287K -$17K -1,552 -6%
CWM
42
Concert Wealth Management
California
$254K -$9.37K -854 -4%
Goldman Sachs
43
Goldman Sachs
New York
$240K +$38K +3,464 +19%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$236K
NPC
45
National Planning Corporation
California
$229K -$51.6K -4,700 -19%
NL
46
NWAM LLC
Washington
$206K +$73.6K +6,712 +57%
TCM
47
Telos Capital Management
California
$204K +$201K +18,300 New
FIG
48
Fusion Investment Group
Pennsylvania
$202K +$11.5K +1,048 +6%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$199K +$406 +37 +0.2%
Stifel Financial
50
Stifel Financial
Missouri
$196K +$193K +17,614 New