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Calamos Strategic Total Return Fund

130 hedge funds and large institutions have $264M invested in Calamos Strategic Total Return Fund in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 31 increasing their positions, 37 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 23

0.44% more ownership

Funds ownership: 15.65%16.09% (+0.44%)

0% more funds holding

Funds holding: 130130 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

16% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 37

19% less capital invested

Capital invested by funds: $327M → $264M (-$63.6M)

Holders
130
Holders Change
Holders Change %
0%
% of All Funds
2.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
31
Reduced
37
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
101
Citigroup
New York
$39K -$82.2K -7,000 -66%
FHA
102
Flagship Harbor Advisors
Massachusetts
$38K +$42.3K +3,600 New
PCFFS
103
Pacific Center for Financial Services
California
$36K
FHB
104
First Hawaiian Bank
Hawaii
$35K
TC
105
Trust Company
Kansas
$32K
W
106
WealthOne
New York
$32K +$35.2K +3,000 New
PB
107
Pinnacle Bancorp
Nebraska
$30K +$32.9K +2,800 New
GWM
108
Geneos Wealth Management
Colorado
$29K +$10.5K +895 +47%
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$25K -$42.7K -3,635 -61%
ADL
110
Asset Dedication LLC
California
$25K
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$25K
LNB
112
Ledyard National Bank
$19K
CWA
113
Clarus Wealth Advisors
Arizona
$17K
BOPW
114
Brandywine Oak Private Wealth
Pennsylvania
$17K +$19.2K +1,635 New
US Bancorp
115
US Bancorp
Minnesota
$16K
VFA
116
Valeo Financial Advisors
Indiana
$14K
BRC
117
Bell Rock Capital
Delaware
$13K -$30.6K -2,608 -67%
HI
118
Human Investing
Oregon
$12K +$12.9K +1,100 New
MSFP
119
Mark Sheptoff Financial Planning
Connecticut
$11K
CIA
120
Cascade Investment Advisors
Oregon
$8.82K
CFA
121
Carroll Financial Associates
North Carolina
$8K
TAIM
122
TD Ameritrade Investment Management
Nebraska
$8K +$8.57K +730 New
EWM
123
Edge Wealth Management
New York
$6K
HNB
124
Huntington National Bank
Ohio
$5K
LF
125
Lee Financial
Texas
$4K