We are live on ! Find out more
CSQ icon

Calamos Strategic Total Return Fund

107 hedge funds and large institutions have $227M invested in Calamos Strategic Total Return Fund in 2015 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 25 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

11% more funds holding

Funds holding: 96107 (+11)

6% more capital invested

Capital invested by funds: $214M → $227M (+$12.4M)

0.93% more ownership

Funds ownership: 12.09%13.02% (+0.93%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

24% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 33

Holders
107
Holders Change
+11
Holders Change %
+11.46%
% of All Funds
2.85%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
25
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$235K +$10.4K +916 +5%
Creative Planning
52
Creative Planning
Kansas
$219K +$430 +38 +0.2%
CS
53
Credit Suisse
Switzerland
$196K -$4.18K -370 -2%
CA
54
Cetera Advisors
Colorado
$185K -$124 -11 -0.1%
Goldman Sachs
55
Goldman Sachs
New York
$182K +$46.3K +4,093 +34%
KL
56
KWMG LLC
Kansas
$180K
NL
57
NWAM LLC
Washington
$168K
FIMG
58
Financial & Investment Management Group
Michigan
$156K +$25.6K +2,260 +19%
Deutsche Bank
59
Deutsche Bank
Germany
$149K +$63.9K +5,650 +74%
FFSOTS
60
Fiduciary Financial Services of The Southwest
Texas
$138K -$55K -4,867 -28%
RJT
61
Raymond James Trust
Florida
$136K
UCFA
62
United Capital Financial Advisors
Texas
$133K
CIA
63
Capital Investment Advisors
Georgia
$129K
CAN
64
Cetera Advisor Networks
California
$126K
SWP
65
Stratos Wealth Partners
Ohio
$123K +$125K +11,045 New
YP
66
Yellowstone Partners
Idaho
$120K -$50.9K -4,500 -30%
B
67
Baird
Wisconsin
$118K -$24.6K -2,175 -17%
MFS
68
MSI Financial Services
Massachusetts
$116K -$5.89K -521 -5%
SCP
69
Seizert Capital Partners
Michigan
$115K
Comerica Bank
70
Comerica Bank
Texas
$114K +$114K +10,100 New
ASN
71
Advisory Services Network
Georgia
$111K -$7.91K -700 -7%
FIG
72
Fusion Investment Group
Pennsylvania
$105K +$1.69K +149 +2%
AWM
73
Avior Wealth Management
Nebraska
$96K
FNBT
74
FineMark National Bank & Trust
Florida
$95K
BBHC
75
Brown Brothers Harriman & Co
New York
$90K