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Calamos Strategic Total Return Fund

121 hedge funds and large institutions have $298M invested in Calamos Strategic Total Return Fund in 2018 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 20 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 20

6% more capital invested

Capital invested by funds: $281M → $298M (+$16.7M)

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

0% more funds holding

Funds holding: 121121 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.24% less ownership

Funds ownership: 15.26%15.02% (-0.24%)

Holders
121
Holders Change
Holders Change %
0%
% of All Funds
2.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
42
Reduced
20
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
51
Nations Financial Group
Iowa
$330K
PAG
52
Private Advisor Group
New Jersey
$312K +$108K +8,809 +56%
SPIA
53
Steward Partners Investment Advisory
New York
$304K +$189K +15,385 +178%
JMPWA
54
JP Morgan Private Wealth Advisors
California
$303K
SI
55
Stephens Inc
Arkansas
$295K +$287K +23,286 New
BWM
56
BerganKDV Wealth Management
Minnesota
$293K +$8.09K +657 +3%
William Blair & Company
57
William Blair & Company
Illinois
$272K +$265K +21,503 New
ZIG
58
Zuckerman Investment Group
Illinois
$270K +$262K +21,297 New
BAMG
59
Brand Asset Management Group
Missouri
$227K
WAAG
60
Wealth Alliance Advisory Group
Kansas
$222K +$529 +43 +0.2%
SCA
61
Snowden Capital Advisors
New York
$218K +$6.7K +544 +3%
BTS
62
BB&T Securities
Virginia
$214K +$22K +1,790 +12%
SWM
63
SeaCrest Wealth Management
New York
$208K +$181K +14,741 +892%
CIA
64
Capital Investment Advisors
Georgia
$205K -$11.7K -950 -6%
HFS
65
HL Financial Services
Kentucky
$200K
MFW
66
Mosaic Family Wealth
Missouri
$189K +$1.56K +127 +0.9%
APA
67
American Portfolios Advisors
New York
$185K
Baird Financial Group
68
Baird Financial Group
Wisconsin
$180K +$23.2K +1,886 +15%
DAS
69
Dynamic Advisor Solutions
Arizona
$178K +$1.37K +111 +0.8%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$173K
CL
71
CPWM LLC
Washington
$173K
SCA
72
Sage Capital Advisors
South Dakota
$166K +$2.45K +199 +2%
VIP
73
Vantage Investment Partners
Missouri
$163K
KA
74
Kovack Advisors
Florida
$161K +$157K +12,736 New
SCA
75
SMH Capital Advisors
Texas
$158K +$6.02K +489 +4%