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Calamos Strategic Total Return Fund

199 hedge funds and large institutions have $556M invested in Calamos Strategic Total Return Fund in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 54 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 54

0.2% more ownership

Funds ownership: 21.48%21.68% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

1% less funds holding

Funds holding: 202199 (-3)

8% less capital invested

Capital invested by funds: $604M → $556M (-$47.2M)

Holders
199
Holders Change
-3
Holders Change %
-1.49%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
65
Reduced
54
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$2.86M -$1.35K -77 -0%
SA
27
Sanctuary Advisors
Indiana
$2.77M -$331K -18,889 -10%
SPIA
28
Steward Partners Investment Advisory
New York
$2.41M +$201K +11,494 +8%
CA
29
Clearstead Advisors
Ohio
$2.29M -$77.7K -4,432 -3%
HighTower Advisors
30
HighTower Advisors
Illinois
$2.28M +$85.3K +4,865 +4%
SC
31
Savant Capital
Illinois
$2.18M -$158K -8,990 -6%
PCM
32
Pointe Capital Management
Michigan
$2.12M -$289K -16,500 -11%
JWCA
33
J.W. Cole Advisors
Florida
$2.04M +$1.92M +109,277 +659%
PAMP
34
Polar Asset Management Partners
Ontario, Canada
$1.98M +$2.14M +122,330 New
PWA
35
Prairie Wealth Advisors
Nebraska
$1.77M -$20.5K -1,168 -1%
Mariner
36
Mariner
Kansas
$1.68M +$64.1K +3,656 +4%
ACP
37
Aviance Capital Partners
Florida
$1.61M +$26.9K +1,535 +2%
Invesco
38
Invesco
Georgia
$1.61M +$397K +22,640 +30%
MWA
39
Meridian Wealth Advisors
Texas
$1.58M +$8.77K +500 +0.5%
FFS
40
Founders Financial Securities
Maryland
$1.53M +$166K +9,480 +11%
CTC
41
Central Trust Company
Missouri
$1.45M -$19.7K -1,125 -1%
CWM
42
Calamos Wealth Management
Illinois
$1.38M +$407K +23,190 +37%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$1.27M -$5.03K -287 -0.4%
PAG
44
Private Advisor Group
New Jersey
$1.11M +$47.1K +2,687 +4%
OC
45
Oppenheimer & Co
New York
$1.04M +$531K +30,316 +89%
LSPW
46
Lake Street Private Wealth
Illinois
$1.04M +$6.98K +398 +0.6%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$1.03M +$335K +19,138 +43%
NA
48
NewEdge Advisors
Louisiana
$1.03M +$88.7K +5,059 +9%
USCWA
49
U.S. Capital Wealth Advisors
Texas
$973K -$485K -27,674 -32%
HI
50
Harbour Investments
Wisconsin
$927K -$50.1K -2,860 -5%