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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
NFG
126
Next Financial Group
Texas
$7K -$9.56K -762 -50%
CFA
127
Carroll Financial Associates
North Carolina
$7K
EWM
128
Edge Wealth Management
New York
$6K
CAGAS
129
Capital Advisory Group Advisory Services
Minnesota
$6K +$7.88K +628 New
NSIM
130
North Star Investment Management
Illinois
$4K
Northwestern Mutual Wealth Management
131
Northwestern Mutual Wealth Management
Wisconsin
$3K -$15.1K -1,200 -80%
BC
132
Bartlett & Co
Ohio
$3K +$3.39K +270 New
BCWM
133
Bartlett & Co Wealth Management
Ohio
$2.64K
VCP
134
Verus Capital Partners
Arizona
$2K -$3.3K -263 -53%
EWM
135
EPG Wealth Management
Georgia
$2K +$2.37K +189 New
TFGT
136
TS Financial Group (TSFG)
Illinois
$1K
RJFSA
137
Raymond James Financial Services Advisors
Florida
-$14.8M -1,089,588 Closed
SFS
138
Shaker Financial Services
Virginia
-$953K -70,053 Closed
QPWM
139
Quadrant Private Wealth Management
Pennsylvania
-$648K -47,636 Closed
Cerity Partners
140
Cerity Partners
New York
-$544K -40,000 Closed
CWM
141
Centric Wealth Management
Illinois
-$425K -31,223 Closed
JWCA
142
J.W. Cole Advisors
Florida
-$313K -22,988 Closed
FAIM
143
Financial Advocates Investment Management
Washington
-$173K -12,704 Closed
AWM
144
AE Wealth Management
Kansas
-$163K -11,995 Closed
Cetera Investment Advisers
145
Cetera Investment Advisers
Illinois
-$159K -11,655 Closed
OC
146
Oppenheimer & Co
New York
-$147K -10,821 Closed
BBA
147
BLB&B Advisors
Pennsylvania
-$140K -10,260 Closed
ACM
148
Allred Capital Management
Texas
-$113K -8,303 Closed
TC
149
Trust Company
Kansas
-$41K -3,017 Closed
WCG
150
Weaver Consulting Group
California
-$36K -2,860 Closed