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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
Bank of America
1
Bank of America
North Carolina
$79.4M -$635K -47,181 -0.8%
UBS Group
2
UBS Group
Switzerland
$57.2M +$851K +63,259 +2%
Morgan Stanley
3
Morgan Stanley
New York
$42M -$515K -38,250 -1%
Wells Fargo
4
Wells Fargo
California
$23M -$451K -33,544 -2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$17.8M +$167K +12,427 +1%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$16.9M +$586K +43,585 +4%
LPL Financial
7
LPL Financial
California
$13.1M +$626K +46,522 +5%
RJA
8
Raymond James & Associates
Florida
$10.8M -$153K -11,367 -1%
GC
9
Guggenheim Capital
Illinois
$6.49M -$402K -29,916 -6%
SWP
10
Stratos Wealth Partners
Ohio
$4.79M -$19.3K -1,433 -0.4%
Osaic Holdings
11
Osaic Holdings
Arizona
$4.62M +$390K +28,956 +9%
AAM
12
Advisors Asset Management
Colorado
$4.04M -$861K -64,031 -18%
Ameriprise
13
Ameriprise
Minnesota
$3.63M +$359K +26,672 +11%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.27M +$28.5K +2,122 +0.9%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$2.93M -$122K -9,085 -4%
PCM
16
Pointe Capital Management
Michigan
$2.59M -$24.4K -1,814 -0.9%
DC
17
Davenport & Co
Virginia
$2.37M +$250K +18,593 +12%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.07M +$71.1K +5,285 +4%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$2.06M +$556K +41,318 +37%
DW
20
Domani Wealth
Pennsylvania
$2.01M
Truist Financial
21
Truist Financial
North Carolina
$2M +$1.38M +102,679 +224%
Stifel Financial
22
Stifel Financial
Missouri
$1.98M -$77.1K -5,733 -4%
SFS
23
Shaker Financial Services
Virginia
$1.74M +$1.73M +128,931 New
CTC
24
Central Trust Company
Missouri
$1.72M -$3.36K -250 -0.2%
CA
25
Cetera Advisors
Colorado
$1.54M -$115K -8,524 -7%