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Calamos Strategic Total Return Fund

137 hedge funds and large institutions have $243M invested in Calamos Strategic Total Return Fund in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 42 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

3% more funds holding

Funds holding: 133137 (+4)

8% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 39

0.08% less ownership

Funds ownership: 16.11%16.03% (-0.08%)

28% less capital invested

Capital invested by funds: $339M → $243M (-$96.3M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
137
Holders Change
+4
Holders Change %
+3.01%
% of All Funds
3.02%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
42
Reduced
39
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TA
51
TFG Advisers
Michigan
$262K -$10.8K -864 -3%
NFG
52
Nations Financial Group
Iowa
$254K
SPC
53
Sigma Planning Corp
Michigan
$249K +$22.5K +1,793 +8%
DIA
54
Dana Investment Advisors
Wisconsin
$245K -$244K -19,416 -44%
GPFA
55
Game Plan Financial Advisors
Ohio
$244K
IFWM
56
Institute for Wealth Management
Colorado
$234K -$15.4K -1,225 -5%
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$221K +$181K +14,462 +178%
M&T Bank
58
M&T Bank
New York
$210K
DADC
59
D.A. Davidson & Co
Montana
$202K +$1.62K +129 +0.6%
RIA
60
RPG Investment Advisory
California
$200K -$62.7K -5,000 -20%
WA
61
WealthTrust Axiom
Pennsylvania
$196K -$32.5K -2,589 -11%
AMC
62
Asset Management Corp
Illinois
$185K -$57.3K -4,569 -19%
CAN
63
Claraphi Advisory Network
United States
$185K +$59.1K +4,708 +33%
Mercer Global Advisors
64
Mercer Global Advisors
Colorado
$179K +$201 +16 +0.1%
BCM
65
Brookstone Capital Management
Illinois
$174K +$3.73K +297 +2%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$171K +$37.8K +3,010 +21%
SCA
67
SMH Capital Advisors
Texas
$170K +$12.9K +1,027 +6%
IWM
68
IHT Wealth Management
Illinois
$163K
SCA
69
Snowden Capital Advisors
New York
$162K +$2.69K +214 +1%
APW
70
Aurora Private Wealth
New Jersey
$159K +$205K +16,300 New
JAM
71
Jolley Asset Management
North Carolina
$158K
DA
72
Doliver Advisors
Texas
$154K +$177K +14,093 New
MFW
73
Meristem Family Wealth
Minnesota
$147K
MFW
74
Mosaic Family Wealth
Missouri
$145K +$2.18K +174 +1%
Baird Financial Group
75
Baird Financial Group
Wisconsin
$144K +$57.3K +4,562 +45%