We are live on ! Find out more
CSQ icon

Calamos Strategic Total Return Fund

133 hedge funds and large institutions have $339M invested in Calamos Strategic Total Return Fund in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 40 increasing their positions, 35 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

14% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 35

10% more capital invested

Capital invested by funds: $308M → $339M (+$30.9M)

6% more funds holding

Funds holding: 125133 (+8)

0.26% more ownership

Funds ownership: 15.98%16.24% (+0.26%)

Holders
133
Holders Change
+8
Holders Change %
+6.4%
% of All Funds
2.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
40
Reduced
35
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
51
Nations Financial Group
Iowa
$371K +$21.1K +1,568 +6%
BCM
52
Brookstone Capital Management
Illinois
$365K +$12.5K +931 +4%
TA
53
TFG Advisers
Michigan
$344K -$12.2K -906 -3%
IFWM
54
Institute for Wealth Management
Colorado
$322K
M&T Bank
55
M&T Bank
New York
$316K +$26.9K +2,000 +9%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$303K
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$293K +$46K +3,417 +19%
DIA
58
Dana Investment Advisors
Wisconsin
$291K
AMC
59
Asset Management Corp
Illinois
$285K +$3.38K +251 +1%
EM
60
ELCO Management
New York
$284K +$105K +7,800 +59%
RIA
61
RPG Investment Advisory
California
$276K
WA
62
WealthTrust Axiom
Pennsylvania
$269K +$323 +24 +0.1%
SI
63
Stephens Inc
Arkansas
$265K -$20.9K -1,550 -7%
SPC
64
Sigma Planning Corp
Michigan
$255K -$5.17K -384 -2%
SCA
65
SMH Capital Advisors
Texas
$232K -$1.72K -128 -0.7%
AAS
66
Avantax Advisory Services
Texas
$225K +$226K +16,809 New
SWM
67
SeaCrest Wealth Management
New York
$222K -$71.9K -5,345 -25%
LOPW
68
Live Oak Private Wealth
North Carolina
$218K
CFGS
69
Concourse Financial Group Securities
Alabama
$218K +$26.3K +1,954 +14%
CAN
70
Claraphi Advisory Network
United States
$216K -$4.9K -364 -2%
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$214K +$5.38K +400 +3%
MFW
72
Mosaic Family Wealth
Missouri
$204K +$2.08K +155 +1%
MFW
73
Meristem Family Wealth
Minnesota
$202K
LF
74
Lantz Financial
Illinois
$194K
UCFA
75
United Capital Financial Advisors
Texas
$180K