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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
FAIM
76
Financial Advocates Investment Management
Washington
$180K +$25.1K +1,868 +16%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$175K +$30.9K +2,300 +22%
SCA
78
Snowden Capital Advisors
New York
$174K -$10.1K -752 -5%
DLHL
79
Donald L. Hagan LLC
Florida
$171K
GLA
80
Good Life Advisors
Pennsylvania
$168K +$175 +13 +0.1%
FI
81
FormulaFolio Investments
Michigan
$164K +$148 +11 +0.1%
DAS
82
Dynamic Advisor Solutions
Arizona
$155K +$67 +5 +0%
WAAG
83
Wealth Alliance Advisory Group
Kansas
$154K +$4.86K +361 +3%
TNB
84
TCF National Bank
South Dakota
$153K +$153K +11,383 New
NA
85
NewEdge Advisors
Louisiana
$152K +$6.11K +454 +4%
KAS
86
Kestra Advisory Services
Texas
$152K +$151K +11,261 New
SMC
87
Smith, Moore & Co
Missouri
$148K +$148K +11,010 New
BPB
88
Badgley, Phelps & Bell
Washington
$145K +$145K +10,793 New
IAIM
89
International Assets Investment Management
Florida
$138K +$138K +10,252 New
SCA
90
Sage Capital Advisors
South Dakota
$136K -$24.4K -1,810 -15%
Kayne Anderson Rudnick Investment Management
91
Kayne Anderson Rudnick Investment Management
California
$135K
FFA
92
Founders Financial Alliance
North Carolina
$104K +$104K +7,755 New
BFEC
93
Benjamin F. Edwards & Company
Missouri
$96K -$50.6K -3,763 -35%
BCA
94
Berman Capital Advisors
Georgia
$81K +$81.3K +6,040 New
FP
95
Financial Perspectives
Minnesota
$72.9K
JWM
96
Jeppson Wealth Management
California
$57K +$57.2K +4,250 New
CSPIA
97
Cary Street Partners Investment Advisory
Virginia
$50K +$50K +3,720 New
Citigroup
98
Citigroup
New York
$49K -$15.9K -1,179 -24%
GWM
99
Geneos Wealth Management
Colorado
$45K
AWM
100
Avior Wealth Management
Nebraska
$43K