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Calamos Strategic Total Return Fund

121 hedge funds and large institutions have $281M invested in Calamos Strategic Total Return Fund in 2018 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 32 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 32

1.43% less ownership

Funds ownership: 16.69%15.26% (-1.4%)

2% less funds holding

Funds holding: 124121 (-3)

10% less capital invested

Capital invested by funds: $313M → $281M (-$32.1M)

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
121
Holders Change
-3
Holders Change %
-2.42%
% of All Funds
2.77%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
17
Increased
38
Reduced
32
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OA
26
Oxbow Advisors
Texas
$1.38M -$415 -34 -0%
CI
27
Conning Inc
Connecticut
$1.38M +$28.4K +2,325 +2%
AG
28
Advisor Group
Arizona
$1.35M -$28.1K -2,302 -2%
Creative Planning
29
Creative Planning
Kansas
$1.29M -$8.14K -667 -0.6%
FWM
30
Frontier Wealth Management
Missouri
$1.27M +$284K +23,250 +28%
ACP
31
Aviance Capital Partners
Florida
$1.23M +$96.2K +7,886 +8%
HighTower Advisors
32
HighTower Advisors
Illinois
$1.22M -$56.7K -4,643 -4%
DC
33
Davenport & Co
Virginia
$1.13M -$11K -900 -0.9%
BFEC
34
Benjamin F. Edwards & Company
Missouri
$1.11M +$106K +8,666 +10%
TC
35
Telemus Capital
Michigan
$1.06M -$24.4K -2,000 -2%
FEG
36
Financial Enhancement Group
Indiana
$988K -$30K -2,461 -3%
FAIM
37
Financial Advocates Investment Management
Washington
$913K -$22.4K -1,835 -2%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$736K +$759K +62,213 New
AWA
39
Arete Wealth Advisors
Illinois
$636K +$116K +9,538 +22%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$570K +$60.5K +4,957 +11%
FFSOTS
41
Fiduciary Financial Services of The Southwest
Texas
$561K +$79.2K +6,495 +16%
DIA
42
Dana Investment Advisors
Wisconsin
$549K
WS
43
Wedbush Securities
California
$512K -$10.7K -875 -2%
OC
44
Oppenheimer & Co
New York
$489K +$209K +17,156 +71%
SWP
45
Stratos Wealth Partners
Ohio
$488K +$99.1K +8,125 +25%
RJT
46
Raymond James Trust
Florida
$450K +$45.4K +3,717 +11%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$420K -$38.5K -3,152 -8%
QCIG
48
Quad-Cities Investment Group
Iowa
$416K +$429K +35,188 New
Goldman Sachs
49
Goldman Sachs
New York
$404K -$96.7K -7,925 -19%
ASN
50
Advisory Services Network
Georgia
$403K +$5.75K +471 +1%