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Calamos Strategic Total Return Fund

159 hedge funds and large institutions have $437M invested in Calamos Strategic Total Return Fund in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 55 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

38% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 40

7% more capital invested

Capital invested by funds: $407M → $437M (+$29.6M)

0.2% more ownership

Funds ownership: 18.48%18.69% (+0.2%)

5% less funds holding

Funds holding: 168159 (-9)

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

Holders
159
Holders Change
-9
Holders Change %
-5.36%
% of All Funds
2.5%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
55
Reduced
40
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$2.71M -$39.5K -2,833 -2%
PCM
27
Pointe Capital Management
Michigan
$2.27M +$81.3K +5,837 +4%
SC
28
Savant Capital
Illinois
$2.12M +$2M +143,776 New
ACP
29
Aviance Capital Partners
Florida
$1.88M +$46.8K +3,361 +3%
CTC
30
Central Trust Company
Missouri
$1.81M -$19.5K -1,400 -1%
SFS
31
Shaker Financial Services
Virginia
$1.8M +$1.1M +78,578 +180%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$1.55M -$7.07K -507 -0.5%
HighTower Advisors
33
HighTower Advisors
Illinois
$1.52M -$212K -15,193 -13%
CAN
34
Cetera Advisor Networks
California
$1.51M -$70.1K -5,029 -5%
Mariner
35
Mariner
Kansas
$1.42M +$145K +10,407 +12%
MWA
36
Meridian Wealth Advisors
Texas
$1.39M
LSPW
37
Lake Street Private Wealth
Illinois
$1.14M -$34.8K -2,500 -3%
CPC
38
Consolidated Planning Corp
Georgia
$1.13M +$1.07M +76,845 New
CWM
39
Calamos Wealth Management
Illinois
$1.11M
AWA
40
Arete Wealth Advisors
Illinois
$1.08M +$9.07K +651 +0.9%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$1.07M +$243K +17,404 +31%
HI
42
Harbour Investments
Wisconsin
$837K +$34.8K +2,498 +5%
PVM
43
Palogic Value Management
Texas
$782K -$55.7K -4,000 -7%
SPIA
44
Steward Partners Investment Advisory
New York
$753K -$43.2K -3,100 -6%
PAG
45
Private Advisor Group
New Jersey
$740K +$67.4K +4,833 +11%
WS
46
Wedbush Securities
California
$728K +$102K +7,325 +17%
NA
47
NewEdge Advisors
Louisiana
$705K +$13.4K +965 +2%
NAS
48
NWF Advisory Services
California
$697K
CI
49
Conning Inc
Connecticut
$669K +$13.6K +974 +2%
DJYG
50
David J. Yvars Group
Florida
$652K +$7.43K +533 +1%