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Calamos Strategic Total Return Fund

91 hedge funds and large institutions have $226M invested in Calamos Strategic Total Return Fund in 2014 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 29

9% more capital invested

Capital invested by funds: $206M → $226M (+$19.3M)

0.15% more ownership

Funds ownership: 12.01%12.16% (+0.15%)

8% less funds holding

Funds holding: 9991 (-8)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

53% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 15

Holders
91
Holders Change
-8
Holders Change %
-8.08%
% of All Funds
2.62%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
7
Increased
34
Reduced
29
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
51
Capital Investment Advisors
Georgia
$166K -$4.32K -375 -3%
FIG
52
Fusion Investment Group
Pennsylvania
$159K -$62.3K -5,410 -29%
RJT
53
Raymond James Trust
Florida
$153K -$33.4K -2,900 -19%
B
54
Baird
Wisconsin
$152K -$9.45K -820 -6%
KFS
55
KMS Financial Services
Washington
$149K
Goldman Sachs
56
Goldman Sachs
New York
$146K -$108K -9,350 -43%
YP
57
Yellowstone Partners
Idaho
$130K
CAN
58
Cetera Advisor Networks
California
$130K +$5.12K +444 +4%
BRWA
59
B. Riley Wealth Advisors
Florida
$124K +$784 +68 +0.7%
SCP
60
Seizert Capital Partners
Michigan
$123K
NES
61
New England Securities
New York
$123K +$116K +10,046 +5,287%
AWM
62
Avior Wealth Management
Nebraska
$102K
FNBT
63
FineMark National Bank & Trust
Florida
$101K -$65.8K -5,708 -40%
Creative Planning
64
Creative Planning
Kansas
$100K
BBHC
65
Brown Brothers Harriman & Co
New York
$96K
Deutsche Bank
66
Deutsche Bank
Germany
$91K +$23K +2,000 +35%
NFG
67
Next Financial Group
Texas
$83K +$83K +7,200 New
M&T Bank
68
M&T Bank
New York
$80K
BRWM
69
B. Riley Wealth Management
Tennessee
$77K -$2.59K -225 -3%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$77K
FHC
71
First Houston Capital
Texas
$77K +$73.7K +6,400 New
MFS
72
MSI Financial Services
Massachusetts
$72K +$288 +25 +0.4%
BFEC
73
Benjamin F. Edwards & Company
Missouri
$69K +$54.6K +4,735 +457%
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$66K +$31.2K +2,708 +97%
First Manhattan
75
First Manhattan
New York
$63K +$11.5K +1,000 +23%