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Calamos Strategic Total Return Fund

126 hedge funds and large institutions have $311M invested in Calamos Strategic Total Return Fund in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 51 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 33

1% more capital invested

Capital invested by funds: $307M → $311M (+$4.06M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.27% less ownership

Funds ownership: 16.02%15.75% (-0.27%)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

3% less funds holding

Funds holding: 130126 (-4)

Holders
126
Holders Change
-4
Holders Change %
-3.08%
% of All Funds
2.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
51
Reduced
33
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$1.36M -$37.1K -2,954 -3%
AG
27
Advisor Group
Arizona
$1.23M +$17.1K +1,362 +1%
TC
28
Telemus Capital
Michigan
$1.11M -$36.8K -2,932 -3%
CA
29
Cetera Advisors
Colorado
$1.04M +$149K +11,824 +17%
9WM
30
9258 Wealth Management
Ohio
$1.02M -$13.3K -1,059 -1%
MWA
31
Meridian Wealth Advisors
Texas
$956K
SWP
32
Stratos Wealth Partners
Ohio
$935K +$248K +19,774 +37%
FFSOTS
33
Fiduciary Financial Services of The Southwest
Texas
$842K -$50.4K -4,010 -6%
Invesco
34
Invesco
Georgia
$802K -$693K -55,178 -47%
CWP
35
Capital Wealth Planning
Florida
$738K +$716K +57,008 New
MAFM
36
Mid Atlantic Financial Management
Pennsylvania
$678K +$75.1K +5,976 +13%
CAN
37
Cetera Advisor Networks
California
$659K +$15.8K +1,255 +2%
DIA
38
Dana Investment Advisors
Wisconsin
$592K
RJT
39
Raymond James Trust
Florida
$572K +$12.2K +970 +2%
QPWM
40
Quadrant Private Wealth Management
Pennsylvania
$562K
PAG
41
Private Advisor Group
New Jersey
$547K +$1.26K +100 +0.2%
SPIA
42
Steward Partners Investment Advisory
New York
$520K +$6.46K +514 +1%
WS
43
Wedbush Securities
California
$496K +$28.3K +2,252 +6%
Mariner
44
Mariner
Kansas
$475K +$461K +36,724 New
QCIG
45
Quad-Cities Investment Group
Iowa
$426K +$14.3K +1,137 +4%
Goldman Sachs
46
Goldman Sachs
New York
$419K
WA
47
WealthTrust Axiom
Pennsylvania
$403K -$2.83K -225 -0.7%
TA
48
TFG Advisers
Michigan
$362K -$9.79K -779 -3%
RIA
49
RPG Investment Advisory
California
$335K -$1K -80 -0.3%
NFG
50
Nations Financial Group
Iowa
$332K