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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
LF
76
Lantz Financial
Illinois
$141K
SWM
77
SeaCrest Wealth Management
New York
$139K -$28.8K -2,293 -14%
DLHL
78
Donald L. Hagan LLC
Florida
$136K -$6.28K -500 -4%
MWM
79
MinichMacGregor Wealth Management
New York
$136K +$160K +12,736 New
CFGS
80
Concourse Financial Group Securities
Alabama
$133K +$57.5K +4,581 +51%
UCFA
81
United Capital Financial Advisors
Texas
$131K
Comerica Bank
82
Comerica Bank
Texas
$126K +$146K +11,622 New
AA
83
AQR Arbitrage
Connecticut
$126K +$162K +12,891 New
GLA
84
Good Life Advisors
Pennsylvania
$121K +$18.7K +1,493 +14%
DAS
85
Dynamic Advisor Solutions
Arizona
$120K +$1.29K +103 +0.8%
FI
86
FormulaFolio Investments
Michigan
$117K -$189K -15,068 -56%
IAIM
87
International Assets Investment Management
Florida
$117K +$150K +11,928 New
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$116K -$339 -27 -0.2%
SCA
89
Sage Capital Advisors
South Dakota
$114K -$18.6K -1,482 -11%
WAAG
90
Wealth Alliance Advisory Group
Kansas
$108K -$26.2K -2,089 -16%
BFEC
91
Benjamin F. Edwards & Company
Missouri
$106K -$6.68K -532 -5%
NA
92
NewEdge Advisors
Louisiana
$106K +$1.81K +144 +1%
SCM
93
Shelton Capital Management
Colorado
$98K +$125K +10,000 New
CIA
94
Capital Investment Advisors
Georgia
$96K +$123K +9,817 New
LFG
95
Larson Financial Group
Missouri
$65K +$5.17K +412 +7%
SF
96
Synovus Financial
Georgia
$54K +$41.3K +3,290 +148%
FP
97
Financial Perspectives
Minnesota
$52.9K
GWM
98
Geneos Wealth Management
Colorado
$48K +$1.25K +100 +2%
Citigroup
99
Citigroup
New York
$47K +$25 +2 +0%
VFA
100
Valeo Financial Advisors
Indiana
$41K +$5.84K +465 +14%