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Calamos Strategic Total Return Fund

130 hedge funds and large institutions have $264M invested in Calamos Strategic Total Return Fund in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 31 increasing their positions, 37 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 23

0.44% more ownership

Funds ownership: 15.65%16.09% (+0.44%)

0% more funds holding

Funds holding: 130130 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

16% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 37

19% less capital invested

Capital invested by funds: $327M → $264M (-$63.6M)

Holders
130
Holders Change
Holders Change %
0%
% of All Funds
2.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
31
Reduced
37
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$1.21M -$35.3K -3,005 -3%
HighTower Advisors
27
HighTower Advisors
Illinois
$1.17M -$106 -9 -0%
DC
28
Davenport & Co
Virginia
$1.11M -$43.3K -3,690 -3%
AG
29
Advisor Group
Arizona
$1.02M -$249K -21,238 -18%
TC
30
Telemus Capital
Michigan
$969K
9WM
31
9258 Wealth Management
Ohio
$861K +$955K +81,286 New
FWM
32
Frontier Wealth Management
Missouri
$849K -$167K -14,221 -15%
OA
33
Oxbow Advisors
Texas
$844K -$21.3K -1,814 -2%
MWA
34
Meridian Wealth Advisors
Texas
$793K +$880K +74,900 New
BFEC
35
Benjamin F. Edwards & Company
Missouri
$702K -$359K -30,562 -32%
CA
36
Cetera Advisors
Colorado
$673K +$85.5K +7,280 +13%
FFSOTS
37
Fiduciary Financial Services of The Southwest
Texas
$648K
WAM
38
Weiss Asset Management
Massachusetts
$647K +$718K +61,142 New
SWP
39
Stratos Wealth Partners
Ohio
$511K +$77.3K +6,579 +16%
DIA
40
Dana Investment Advisors
Wisconsin
$501K +$10.3K +880 +2%
FAIM
41
Financial Advocates Investment Management
Washington
$491K -$145K -12,360 -21%
MAFM
42
Mid Atlantic Financial Management
Pennsylvania
$490K +$543K +46,238 New
QPWM
43
Quadrant Private Wealth Management
Pennsylvania
$488K
CAN
44
Cetera Advisor Networks
California
$467K +$48.1K +4,100 +10%
PAG
45
Private Advisor Group
New Jersey
$461K +$3.23K +275 +0.6%
RJT
46
Raymond James Trust
Florida
$455K
CA
47
Cornerstone Advisors
North Carolina
$426K +$472K +40,200 New
WS
48
Wedbush Securities
California
$383K -$728 -62 -0.2%
QCIG
49
Quad-Cities Investment Group
Iowa
$378K +$7.92K +674 +2%
Goldman Sachs
50
Goldman Sachs
New York
$348K -$8.11K -691 -2%