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Calamos Strategic Total Return Fund

99 hedge funds and large institutions have $206M invested in Calamos Strategic Total Return Fund in 2014 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

14% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 29

6% more funds holding

Funds holding: 9399 (+6)

1% more capital invested

Capital invested by funds: $205M → $206M (+$1.35M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.18% less ownership

Funds ownership: 12.19%12.01% (-0.18%)

Holders
99
Holders Change
+6
Holders Change %
+6.45%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
18
Increased
33
Reduced
29
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
51
Ladenburg Thalmann Financial Services
Florida
$190K -$2M -181,992 -91%
CA
52
Cetera Advisors
Colorado
$188K +$8.78K +800 +5%
FFSOTS
53
Fiduciary Financial Services of The Southwest
Texas
$182K +$1.98K +180 +1%
RJT
54
Raymond James Trust
Florida
$173K
EWM
55
Edge Wealth Management
New York
$173K +$171K +15,600 New
CIA
56
Capital Investment Advisors
Georgia
$158K -$11K -1,000 -7%
FNBT
57
FineMark National Bank & Trust
Florida
$157K
B
58
Baird
Wisconsin
$150K
PI
59
Placemark Investments
Illinois
$149K +$27.2K +2,483 +23%
KFS
60
KMS Financial Services
Washington
$138K +$12.1K +1,100 +10%
VC
61
Vicus Capital
Pennsylvania
$137K +$136K +12,355 New
Jane Street
62
Jane Street
New York
$131K +$129K +11,778 New
VKH
63
Virtu KCG Holdings
New York
$131K +$129K +11,786 New
UCFA
64
United Capital Financial Advisors
Texas
$124K +$123K +11,191 New
YP
65
Yellowstone Partners
Idaho
$120K +$118K +10,800 New
CAN
66
Cetera Advisor Networks
California
$116K +$114K +10,400 New
BRWA
67
B. Riley Wealth Advisors
Florida
$114K -$3.39K -309 -3%
SCP
68
Seizert Capital Partners
Michigan
$113K
AWM
69
Avior Wealth Management
Nebraska
$95K +$93.2K +8,500 New
TJHA
70
Thomas J. Herzfeld Advisors
Florida
$95K +$93.6K +8,535 New
Creative Planning
71
Creative Planning
Kansas
$92K -$35K -3,190 -28%
BBHC
72
Brown Brothers Harriman & Co
New York
$89K +$87.8K +8,000 New
M&T Bank
73
M&T Bank
New York
$74K
BRWM
74
B. Riley Wealth Management
Tennessee
$74K +$73K +6,650 New
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$71K -$41.6K -3,793 -37%