We are live on ! Find out more
CSQ icon

Calamos Strategic Total Return Fund

130 hedge funds and large institutions have $264M invested in Calamos Strategic Total Return Fund in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 31 increasing their positions, 37 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 23

0.44% more ownership

Funds ownership: 15.65%16.09% (+0.44%)

0% more funds holding

Funds holding: 130130 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

16% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 37

19% less capital invested

Capital invested by funds: $327M → $264M (-$63.6M)

Holders
130
Holders Change
Holders Change %
0%
% of All Funds
2.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
31
Reduced
37
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
51
WealthTrust Axiom
Pennsylvania
$336K -$11.7K -998 -3%
SPIA
52
Steward Partners Investment Advisory
New York
$325K +$176 +15 +0%
COLIM
53
City of London Investment Management
United Kingdom
$310K
TA
54
TFG Advisers
Michigan
$304K +$337K +28,728 New
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$293K -$129K -10,998 -28%
RIA
56
RPG Investment Advisory
California
$276K -$4.93K -420 -2%
NFG
57
Nations Financial Group
Iowa
$276K
SI
58
Stephens Inc
Arkansas
$255K +$45.3K +3,855 +19%
M&T Bank
59
M&T Bank
New York
$227K +$117K +10,000 +87%
ZIG
60
Zuckerman Investment Group
Illinois
$226K
SCA
61
Snowden Capital Advisors
New York
$190K +$3.22K +274 +2%
WAAG
62
Wealth Alliance Advisory Group
Kansas
$187K +$1.3K +111 +0.6%
BTS
63
BB&T Securities
Virginia
$179K +$904 +77 +0.5%
SWM
64
SeaCrest Wealth Management
New York
$177K +$681 +58 +0.3%
AWA
65
Arete Wealth Advisors
Illinois
$175K -$437K -37,212 -69%
BCM
66
Brookstone Capital Management
Illinois
$164K +$51.5K +4,384 +40%
CIA
67
Capital Investment Advisors
Georgia
$163K
Baird Financial Group
68
Baird Financial Group
Wisconsin
$163K +$19.7K +1,675 +12%
QAM
69
QCI Asset Management
New York
$161K
MFW
70
Mosaic Family Wealth
Missouri
$161K +$1.16K +99 +0.7%
APA
71
American Portfolios Advisors
New York
$155K
DAS
72
Dynamic Advisor Solutions
Arizona
$149K -$15.3K -1,300 -9%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$149K
LWAC
74
Laurel Wealth Advisors (California)
California
$148K +$165K +14,032 New
SCA
75
Sage Capital Advisors
South Dakota
$147K +$2.74K +233 +2%