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Calamos Strategic Total Return Fund

106 hedge funds and large institutions have $298M invested in Calamos Strategic Total Return Fund in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

38% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 26

6% more capital invested

Capital invested by funds: $280M → $298M (+$17.4M)

3% more funds holding

Funds holding: 103106 (+3)

0.47% more ownership

Funds ownership: 15.42%15.89% (+0.47%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
106
Holders Change
+3
Holders Change %
+2.91%
% of All Funds
2.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
36
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$1.22M -$77.2K -6,512 -6%
DC
27
Davenport & Co
Virginia
$1.22M +$833K +70,300 +231%
ACP
28
Aviance Capital Partners
Florida
$1.15M -$82.7K -6,972 -7%
FEG
29
Financial Enhancement Group
Indiana
$1.08M -$35.1K -2,960 -3%
TC
30
Telemus Capital
Michigan
$1.08M +$11.9K +1,000 +1%
FWM
31
Frontier Wealth Management
Missouri
$990K +$98.3K +8,290 +11%
WS
32
Wedbush Securities
California
$908K -$1.17M -98,632 -57%
Millennium Management
33
Millennium Management
New York
$652K +$391K +32,942 +158%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$633K +$12K +1,008 +2%
DIA
35
Dana Investment Advisors
Wisconsin
$563K
RMC
36
Regis Management Company
California
$514K
ASN
37
Advisory Services Network
Georgia
$512K +$5.58K +471 +1%
PAG
38
Private Advisor Group
New Jersey
$508K +$11.9K +1,000 +2%
RIA
39
RPG Investment Advisory
California
$495K -$12.7K -1,069 -3%
Goldman Sachs
40
Goldman Sachs
New York
$482K +$303K +25,583 +181%
CAN
41
Cetera Advisor Networks
California
$471K
FFSOTS
42
Fiduciary Financial Services of The Southwest
Texas
$456K +$6.07K +512 +1%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$448K +$91.5K +7,719 +26%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$434K +$58.2K +4,905 +16%
WA
45
WealthTrust Axiom
Pennsylvania
$416K -$20.2K -1,700 -5%
CA
46
Cetera Advisors
Colorado
$411K +$112K +9,453 +39%
RJT
47
Raymond James Trust
Florida
$369K +$12.3K +1,038 +4%
CL
48
CPWM LLC
Washington
$327K +$162K +13,681 +100%
NFG
49
Nations Financial Group
Iowa
$316K
IFWM
50
Institute for Wealth Management
Colorado
$314K