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Calamos Strategic Total Return Fund

133 hedge funds and large institutions have $339M invested in Calamos Strategic Total Return Fund in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 40 increasing their positions, 35 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

14% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 35

10% more capital invested

Capital invested by funds: $308M → $339M (+$30.9M)

6% more funds holding

Funds holding: 125133 (+8)

0.26% more ownership

Funds ownership: 15.98%16.24% (+0.26%)

Holders
133
Holders Change
+8
Holders Change %
+6.4%
% of All Funds
2.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
40
Reduced
35
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACP
26
Aviance Capital Partners
Florida
$1.46M -$108K -8,005 -7%
HighTower Advisors
27
HighTower Advisors
Illinois
$1.45M +$54.1K +4,022 +4%
MWA
28
Meridian Wealth Advisors
Texas
$1.38M +$240K +17,850 +21%
LSPW
29
Lake Street Private Wealth
Illinois
$1.22M -$42.4K -3,150 -3%
JWCA
30
J.W. Cole Advisors
Florida
$972K +$717K +53,260 +281%
Creative Planning
31
Creative Planning
Kansas
$961K -$53.8K -4,000 -5%
9WM
32
9258 Wealth Management
Ohio
$881K -$40.3K -2,998 -4%
Invesco
33
Invesco
Georgia
$873K +$185K +13,744 +27%
CAN
34
Cetera Advisor Networks
California
$783K -$36.5K -2,710 -4%
TC
35
Telemus Capital
Michigan
$777K -$118K -8,800 -14%
SPIA
36
Steward Partners Investment Advisory
New York
$654K -$22.2K -1,647 -3%
FWM
37
Frontier Wealth Management
Missouri
$651K +$651K +48,388 New
MAFM
38
Mid Atlantic Financial Management
Pennsylvania
$574K -$142K -10,529 -21%
BRWM
39
B. Riley Wealth Management
Tennessee
$572K +$571K +42,479 New
Deutsche Bank
40
Deutsche Bank
Germany
$540K +$27.3K +2,027 +5%
RJT
41
Raymond James Trust
Florida
$531K
AWA
42
Arete Wealth Advisors
Illinois
$529K
WS
43
Wedbush Securities
California
$503K -$32.1K -2,388 -6%
CI
44
Conning Inc
Connecticut
$492K +$10K +745 +2%
QCIG
45
Quad-Cities Investment Group
Iowa
$490K +$8.88K +660 +2%
KPWS
46
Kestra Private Wealth Services
Texas
$436K +$436K +32,421 New
Goldman Sachs
47
Goldman Sachs
New York
$433K -$8.07K -600 -2%
ASN
48
Advisory Services Network
Georgia
$411K +$1.71K +127 +0.4%
PAG
49
Private Advisor Group
New Jersey
$410K -$2.69K -200 -0.7%
DADC
50
D.A. Davidson & Co
Montana
$398K +$129K +9,604 +48%