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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
AF
101
Allworth Financial
California
$39K +$49.7K +3,958 New
AWM
102
Avior Wealth Management
Nebraska
$31K
SFS
103
Sowell Financial Services
Arkansas
$31K
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$30K
First Manhattan
105
First Manhattan
New York
$30K
WAP
106
Wealthcare Advisory Partners
Pennsylvania
$29K +$37.9K +3,017 New
PB
107
Pinnacle Bancorp
Nebraska
$27K
CT
108
Caldwell Trust
Florida
$24.7K +$31.7K +2,526 New
AIC
109
Ameritas Investment Company
Nebraska
$24K -$56.9K -4,532 -65%
US Bancorp
110
US Bancorp
Minnesota
$24K -$2.16K -172 -7%
ADL
111
Asset Dedication LLC
California
$23K
TPWA
112
TRUE Private Wealth Advisors
Oregon
$23K +$364 +29 +1%
OPS
113
Orion Portfolio Solutions
Nebraska
$22K +$28.9K +2,300 New
PCFFS
114
Pacific Center for Financial Services
California
$17K
RFA
115
Reilly Financial Advisors
California
$17K +$21.8K +1,736 New
APA
116
American Portfolios Advisors
New York
$14.3K
HI
117
Human Investing
Oregon
$11K
AIM
118
Arcadia Investment Management
Michigan
$10K
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
$10K
MSFP
120
Mark Sheptoff Financial Planning
Connecticut
$10K
CFFP
121
Center for Financial Planning
Michigan
$10K +$12.6K +1,000 New
TWA
122
TCI Wealth Advisors
Arizona
$10K +$12.6K +1,000 New
MWM
123
MBE Wealth Management
Wisconsin
$9K +$12.6K +1,000 New
CIA
124
Cascade Investment Advisors
Oregon
$8.14K
FHA
125
Flagship Harbor Advisors
Massachusetts
$8K