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Calamos Strategic Total Return Fund

126 hedge funds and large institutions have $311M invested in Calamos Strategic Total Return Fund in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 51 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 33

1% more capital invested

Capital invested by funds: $307M → $311M (+$4.06M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.27% less ownership

Funds ownership: 16.02%15.75% (-0.27%)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

3% less funds holding

Funds holding: 130126 (-4)

Holders
126
Holders Change
-4
Holders Change %
-3.08%
% of All Funds
2.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
51
Reduced
33
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KA
76
Kovack Advisors
Florida
$171K +$7.55K +601 +5%
UCFA
77
United Capital Financial Advisors
Texas
$171K +$15.8K +1,257 +10%
DLHL
78
Donald L. Hagan LLC
Florida
$169K
SCA
79
Sage Capital Advisors
South Dakota
$166K +$2.35K +187 +1%
VIP
80
Vantage Investment Partners
Missouri
$164K
BBA
81
BLB&B Advisors
Pennsylvania
$163K +$31.9K +2,538 +25%
FAIM
82
Financial Advocates Investment Management
Washington
$162K -$378K -30,105 -70%
DAS
83
Dynamic Advisor Solutions
Arizona
$159K -$3.77K -300 -2%
Baird Financial Group
84
Baird Financial Group
Wisconsin
$143K -$44K -3,500 -24%
CPA
85
Court Place Advisors
Maryland
$140K
CIA
86
Capital Investment Advisors
Georgia
$140K +$11.1K +880 +9%
OC
87
Oppenheimer & Co
New York
$137K +$2.26K +180 +2%
NA
88
NewEdge Advisors
Louisiana
$136K
GLA
89
Good Life Advisors
Pennsylvania
$133K
BFEC
90
Benjamin F. Edwards & Company
Missouri
$127K +$8.88K +707 +8%
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$104K
CFGS
92
Concourse Financial Group Securities
Alabama
$93K -$6.9K -549 -7%
Citigroup
93
Citigroup
New York
$79K +$31.1K +2,474 +67%
LFG
94
Larson Financial Group
Missouri
$76K +$4.36K +347 +6%
GWM
95
Geneos Wealth Management
Colorado
$73K +$20.7K +1,646 +40%
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$56K +$54.7K +4,350 +13,182%
First Manhattan
97
First Manhattan
New York
$54K
MWM
98
Mascoma Wealth Management
New Hampshire
$51K -$12.6K -1,000 -20%
AWM
99
Avior Wealth Management
Nebraska
$51K
RIA
100
Realta Investment Advisors
Delaware
$43K +$20.7K +1,647 +92%