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Calamos Strategic Total Return Fund

105 hedge funds and large institutions have $263M invested in Calamos Strategic Total Return Fund in 2017 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 35 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $235M → $263M (+$27.4M)

0.42% more ownership

Funds ownership: 14.81%15.24% (+0.42%)

7% less funds holding

Funds holding: 113105 (-8)

20% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 35

33% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 21

Holders
105
Holders Change
-8
Holders Change %
-7.08%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
28
Reduced
35
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DA
76
Doliver Advisors
Texas
$114K
SCP
77
Seizert Capital Partners
Michigan
$114K
DADC
78
D.A. Davidson & Co
Montana
$102K -$16.3K -1,490 -14%
AWM
79
Avior Wealth Management
Nebraska
$95K
BFEC
80
Benjamin F. Edwards & Company
Missouri
$81K +$32.8K +3,000 +70%
US Bancorp
81
US Bancorp
Minnesota
$62K
NFG
82
Next Financial Group
Texas
$61K -$25.1K -2,300 -30%
BBPWM
83
Blue Bell Private Wealth Management
Pennsylvania
$59K -$179K -16,423 -76%
EWM
84
Edge Wealth Management
New York
$57K
First Manhattan
85
First Manhattan
New York
$51K +$3.65K +334 +8%
MWM
86
Mascoma Wealth Management
New Hampshire
$45K
BRC
87
Bell Rock Capital
Delaware
$44K
PI
88
PHH Investments
Texas
$44K +$43.2K +3,958 New
SPIA
89
Steward Partners Investment Advisory
New York
$44K +$43.3K +3,965 New
WA
90
WFG Advisors
Texas
$41K +$404 +37 +1%
WEC
91
Winslow Evans & Crocker
Massachusetts
$39.8K +$896 +82 +2%
TC
92
Trust Company
Kansas
$34K
GWM
93
Geneos Wealth Management
Colorado
$30K -$3.87K -354 -11%
TWA
94
TCI Wealth Advisors
Arizona
$22K +$21.9K +2,000 New
LNB
95
Ledyard National Bank
$20K
RAM
96
Riggs Asset Management
Pennsylvania
$17K
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$15K
CFA
98
Carroll Financial Associates
North Carolina
$12K +$4.64K +425 +58%
CPIG
99
Chicago Partners Investment Group
Illinois
$12K +$11.4K +1,041 New
BKA
100
Brick & Kyle Associates
Pennsylvania
$11K