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Calamos Strategic Total Return Fund

112 hedge funds and large institutions have $224M invested in Calamos Strategic Total Return Fund in 2016 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 31 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 31

7% more capital invested

Capital invested by funds: $210M → $224M (+$14.5M)

0.4% more ownership

Funds ownership: 14.28%14.68% (+0.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

1% less funds holding

Funds holding: 113112 (-1)

Holders
112
Holders Change
-1
Holders Change %
-0.88%
% of All Funds
2.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
18
Increased
41
Reduced
31
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
26
Invesco
Georgia
$1M +$305K +31,103 +44%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$995K +$16.1K +1,645 +2%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$920K +$107K +10,883 +13%
ACP
29
Aviance Capital Partners
Florida
$894K -$90.5K -9,239 -9%
HighTower Advisors
30
HighTower Advisors
Illinois
$861K -$125K -12,770 -13%
FEG
31
Financial Enhancement Group
Indiana
$851K +$15.7K +1,601 +2%
AG
32
Advisor Group
Arizona
$837K +$832K +84,908 New
TC
33
Telemus Capital
Michigan
$642K +$51.2K +5,227 +9%
RIA
34
RPG Investment Advisory
California
$639K +$635K +64,826 New
Citigroup
35
Citigroup
New York
$635K +$11.6K +1,180 +2%
Creative Planning
36
Creative Planning
Kansas
$511K +$223K +22,800 +79%
Ameriprise
37
Ameriprise
Minnesota
$505K -$10.6K -1,080 -2%
OC
38
Oppenheimer & Co
New York
$461K -$36.1K -3,690 -7%
DIA
39
Dana Investment Advisors
Wisconsin
$459K
FWM
40
Frontier Wealth Management
Missouri
$438K +$6.79K +693 +2%
IA
41
IFP Advisors
Florida
$435K +$368K +37,604 +583%
VFS
42
VSR Financial Services
Kansas
$428K -$197K -20,136 -32%
RMC
43
Regis Management Company
California
$419K
CAN
44
Cetera Advisor Networks
California
$406K +$266K +27,171 +198%
SFS
45
Shaker Financial Services
Virginia
$395K -$2.1M -214,087 -84%
WA
46
WealthTrust Axiom
Pennsylvania
$368K -$676 -69 -0.2%
FFSOTS
47
Fiduciary Financial Services of The Southwest
Texas
$348K +$236K +24,090 +216%
DADC
48
D.A. Davidson & Co
Montana
$331K
BBPWM
49
Blue Bell Private Wealth Management
Pennsylvania
$323K -$125K -12,721 -28%
HFS
50
HL Financial Services
Kentucky
$317K +$314K +32,100 New