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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
First Manhattan
101
First Manhattan
New York
$41K
PB
102
Pinnacle Bancorp
Nebraska
$38K
CT
103
Caldwell Trust
Florida
$34K
ADL
104
Asset Dedication LLC
California
$32K
EP
105
Eudaimonia Partners
Tennessee
$31K +$31.1K +2,313 New
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$30K
US Bancorp
107
US Bancorp
Minnesota
$29K -$3.93K -292 -12%
PA
108
Parallel Advisors
California
$25K +$13 +1 +0.1%
APWA
109
Atlas Private Wealth Advisors
New Jersey
$25K +$229 +17 +0.9%
PCFFS
110
Pacific Center for Financial Services
California
$23K
S
111
SignatureFD
Georgia
$23K +$22.6K +1,683 New
RWA
112
Ropes Wealth Advisors
Massachusetts
$20K +$20.2K +1,500 New
APA
113
American Portfolios Advisors
New York
$19.7K
VFA
114
Valeo Financial Advisors
Indiana
$18K -$32.8K -2,441 -65%
TPWA
115
TRUE Private Wealth Advisors
Oregon
$17K +$336 +25 +2%
LC
116
Lindbrook Capital
California
$17K +$17.2K +1,278 New
NFSG
117
Newbridge Financial Services Group
Florida
$16K +$16.1K +1,197 New
Fifth Third Bancorp
118
Fifth Third Bancorp
Ohio
$14K
CFFP
119
Center for Financial Planning
Michigan
$13K
MSFP
120
Mark Sheptoff Financial Planning
Connecticut
$13K
TWA
121
TCI Wealth Advisors
Arizona
$13K
FGA
122
Fortis Group Advisors
New Jersey
$13K +$13.5K +1,000 New
CIA
123
Cascade Investment Advisors
Oregon
$11.2K
NFG
124
Next Financial Group
Texas
$10K +$10.1K +750 New
CFA
125
Carroll Financial Associates
North Carolina
$9K