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Calamos Strategic Total Return Fund

137 hedge funds and large institutions have $243M invested in Calamos Strategic Total Return Fund in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 42 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

3% more funds holding

Funds holding: 133137 (+4)

8% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 39

0.08% less ownership

Funds ownership: 16.11%16.03% (-0.08%)

28% less capital invested

Capital invested by funds: $339M → $243M (-$96.3M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
137
Holders Change
+4
Holders Change %
+3.01%
% of All Funds
3.02%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
42
Reduced
39
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LSPW
26
Lake Street Private Wealth
Illinois
$1.06M -$8.79K -700 -0.6%
HighTower Advisors
27
HighTower Advisors
Illinois
$1.02M -$56.9K -4,536 -4%
Creative Planning
28
Creative Planning
Kansas
$833K -$95.6K -7,620 -8%
MWA
29
Meridian Wealth Advisors
Texas
$829K +$125K +10,000 +13%
9WM
30
9258 Wealth Management
Ohio
$802K -$6.6K -526 -0.7%
TC
31
Telemus Capital
Michigan
$740K -$413K -32,875 -35%
MAFM
32
Mid Atlantic Financial Management
Pennsylvania
$673K +$121K +9,610 +16%
CWP
33
Capital Wealth Planning
Florida
$645K +$802K +63,869 New
CAN
34
Cetera Advisor Networks
California
$585K +$8.53K +680 +1%
Mariner
35
Mariner
Kansas
$554K +$118K +9,374 +24%
Truist Financial
36
Truist Financial
North Carolina
$521K +$14.1K +1,122 +2%
Invesco
37
Invesco
Georgia
$411K +$343K +27,355 +186%
WS
38
Wedbush Securities
California
$410K +$32.6K +2,597 +7%
RJT
39
Raymond James Trust
Florida
$404K -$33.9K -2,700 -6%
SPIA
40
Steward Partners Investment Advisory
New York
$395K -$23.1K -1,840 -4%
AWA
41
Arete Wealth Advisors
Illinois
$383K -$50.1K -3,996 -9%
LCM
42
Landscape Capital Management
New Jersey
$354K +$455K +36,228 New
QCIG
43
Quad-Cities Investment Group
Iowa
$346K +$9.54K +760 +2%
QP
44
Quilter Plc
United Kingdom
$342K +$314K +25,000 +250%
JCM
45
Janney Capital Management
Pennsylvania
$341K +$438K +34,933 New
AGM
46
Alpine Global Management
New York
$321K +$413K +32,872 New
Goldman Sachs
47
Goldman Sachs
New York
$320K
ASN
48
Advisory Services Network
Georgia
$295K -$12.3K -983 -3%
PAG
49
Private Advisor Group
New Jersey
$289K -$145K -11,525 -28%
SI
50
Stephens Inc
Arkansas
$286K +$127K +10,110 +53%