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Calamos Strategic Total Return Fund

121 hedge funds and large institutions have $281M invested in Calamos Strategic Total Return Fund in 2018 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 32 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 32

1.43% less ownership

Funds ownership: 16.69%15.26% (-1.4%)

2% less funds holding

Funds holding: 124121 (-3)

10% less capital invested

Capital invested by funds: $313M → $281M (-$32.1M)

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
121
Holders Change
-3
Holders Change %
-2.42%
% of All Funds
2.77%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
17
Increased
38
Reduced
32
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
51
WealthTrust Axiom
Pennsylvania
$388K -$18.3K -1,500 -4%
IFWM
52
Institute for Wealth Management
Colorado
$348K +$14.8K +1,210 +4%
COLIM
53
City of London Investment Management
United Kingdom
$346K +$358K +29,300 New
RIA
54
RPG Investment Advisory
California
$342K -$24.4K -2,000 -6%
WAM
55
Weiss Asset Management
Massachusetts
$329K -$180K -14,751 -35%
NFG
56
Nations Financial Group
Iowa
$308K
JMPWA
57
JP Morgan Private Wealth Advisors
California
$283K +$292K +23,901 New
BWM
58
BerganKDV Wealth Management
Minnesota
$266K -$2.6K -213 -0.9%
WAAG
59
Wealth Alliance Advisory Group
Kansas
$207K
CIA
60
Capital Investment Advisors
Georgia
$202K
SCA
61
Snowden Capital Advisors
New York
$197K +$2.99K +245 +1%
DA
62
Doliver Advisors
Texas
$189K -$143K -11,716 -42%
PAG
63
Private Advisor Group
New Jersey
$187K -$97.2K -7,969 -34%
N
64
Nuveen
North Carolina
$187K +$6.31K +517 +3%
HFS
65
HL Financial Services
Kentucky
$186K
BTS
66
BB&T Securities
Virginia
$178K -$1.56K -128 -0.8%
MFW
67
Mosaic Family Wealth
Missouri
$175K +$1.55K +127 +0.9%
APA
68
American Portfolios Advisors
New York
$173K +$160K +13,133 +898%
DAS
69
Dynamic Advisor Solutions
Arizona
$165K +$171K +13,975 New
CL
70
CPWM LLC
Washington
$162K
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$161K -$5.36M -439,000 -97%
SCA
72
Sage Capital Advisors
South Dakota
$153K +$2.42K +198 +2%
VIP
73
Vantage Investment Partners
Missouri
$152K
Citigroup
74
Citigroup
New York
$150K +$36.5K +2,995 +31%
Baird Financial Group
75
Baird Financial Group
Wisconsin
$146K +$19.7K +1,611 +15%