We are live on ! Find out more
CSQ icon

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
TC
101
Trust Company
Kansas
$38K
BlackRock
102
BlackRock
New York
$38K +$37.7K +3,000 New
PB
103
Pinnacle Bancorp
Nebraska
$36K
WCG
104
Weaver Consulting Group
California
$36K
CIAS
105
Capital Investment Advisory Services
North Carolina
$35K +$31.1K +2,479 +1,409%
ADL
106
Asset Dedication LLC
California
$31K
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$30K
TPWA
108
TRUE Private Wealth Advisors
Oregon
$30K +$29.6K +2,357 New
CFA
109
Carroll Financial Associates
North Carolina
$29K +$19.8K +1,575 +215%
PCFFS
110
Pacific Center for Financial Services
California
$22K -$21.2K -1,691 -50%
US Bancorp
111
US Bancorp
Minnesota
$21K -$967 -77 -5%
LC
112
Lindbrook Capital
California
$20K +$20K +1,590 New
NFG
113
Next Financial Group
Texas
$19K +$9.57K +762 +102%
APA
114
American Portfolios Advisors
New York
$18.7K -$165K -13,133 -90%
VFA
115
Valeo Financial Advisors
Indiana
$17K
Fifth Third Bancorp
116
Fifth Third Bancorp
Ohio
$14K -$16.4K -1,305 -55%
HI
117
Human Investing
Oregon
$14K
MSFP
118
Mark Sheptoff Financial Planning
Connecticut
$13K
AIM
119
Arcadia Investment Management
Michigan
$13K +$12.6K +1,000 New
FHA
120
Flagship Harbor Advisors
Massachusetts
$11K +$1.32K +105 +13%
CIA
121
Cascade Investment Advisors
Oregon
$10.6K
EWM
122
Edge Wealth Management
New York
$8K
HNB
123
Huntington National Bank
Ohio
$6K
S
124
SignatureFD
Georgia
$6K +$6.28K +500 New
FWM
125
Frontier Wealth Management
Missouri
-$1.12M -90,256 Closed