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Calamos Strategic Total Return Fund

159 hedge funds and large institutions have $476M invested in Calamos Strategic Total Return Fund in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 61 increasing their positions, 30 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 30

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less ownership

Funds ownership: 17.32%17.32% (-0%)

5% less funds holding

Funds holding: 168159 (-9)

9% less capital invested

Capital invested by funds: $523M → $476M (-$47.3M)

20% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 25

Holders
159
Holders Change
-9
Holders Change %
-5.36%
% of All Funds
2.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
61
Reduced
30
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
26
Shaker Financial Services
Virginia
$2.34M +$2.03M +117,377 +733%
DW
27
Domani Wealth
Pennsylvania
$2.27M
ACP
28
Aviance Capital Partners
Florida
$2.21M +$304K +17,536 +16%
CTC
29
Central Trust Company
Missouri
$2.19M -$6.92K -400 -0.3%
MWA
30
Meridian Wealth Advisors
Texas
$1.98M +$173K +10,000 +10%
HighTower Advisors
31
HighTower Advisors
Illinois
$1.95M +$54.6K +3,156 +3%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$1.93M -$591K -34,122 -24%
MGAM
33
McGowan Group Asset Management
Texas
$1.79M -$83.3K -4,814 -4%
CAN
34
Cetera Advisor Networks
California
$1.65M +$101K +5,848 +7%
LSPW
35
Lake Street Private Wealth
Illinois
$1.46M -$124K -7,150 -8%
Mariner
36
Mariner
Kansas
$1.32M +$13.2K +761 +1%
BRWA
37
B. Riley Wealth Advisors
Florida
$1.29M +$106K +6,144 +9%
SPIA
38
Steward Partners Investment Advisory
New York
$1.1M +$94.9K +5,482 +10%
9WM
39
9258 Wealth Management
Ohio
$961K +$2.53K +146 +0.3%
WP
40
WealthSource Partners
California
$767K +$471K +27,218 +165%
AWS
41
Atria Wealth Solutions
New York
$761K +$752K +43,424 New
FWM
42
Frontier Wealth Management
Missouri
$749K +$8.66K +500 +1%
DJYG
43
David J. Yvars Group
Florida
$738K +$5.83K +337 +0.8%
WS
44
Wedbush Securities
California
$734K
NA
45
NewEdge Advisors
Louisiana
$720K -$127K -7,312 -15%
CI
46
Conning Inc
Connecticut
$704K +$8.09K +467 +1%
LWM
47
Laidlaw Wealth Management
New York
$678K +$7.06K +408 +1%
RJT
48
Raymond James Trust
Florida
$652K
AMC
49
Asset Management Corp
Illinois
$650K +$279K +16,126 +77%
JE
50
JMAC Enterprises
Pennsylvania
$649K +$1.45K +84 +0.2%