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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
SLWA
51
San Luis Wealth Advisors
California
$637K +$572K +33,025 New
NFG
52
Nations Financial Group
Iowa
$611K +$31.2K +1,800 +5%
KAS
53
Kestra Advisory Services
Texas
$606K -$20.9K -1,210 -3%
QCIG
54
Quad-Cities Investment Group
Iowa
$605K +$9.16K +529 +2%
WWM
55
Western Wealth Management
Colorado
$600K +$313K +18,088 +112%
PAG
56
Private Advisor Group
New Jersey
$596K +$35.8K +2,070 +6%
5L
57
55I LLC
Massachusetts
$584K +$65.8K +3,803 +13%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$577K +$560K +32,359 New
KPWS
59
Kestra Private Wealth Services
Texas
$574K -$57.7K -3,332 -9%
KWA
60
Kellett Wealth Advisors
Ohio
$568K -$87.4K -5,050 -13%
Goldman Sachs
61
Goldman Sachs
New York
$555K
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$550K -$8.43K -487 -2%
DADC
63
D.A. Davidson & Co
Montana
$534K
Invesco
64
Invesco
Georgia
$532K -$230K -13,269 -30%
ASN
65
Advisory Services Network
Georgia
$527K +$2.1K +121 +0.4%
CWM
66
Calamos Wealth Management
Illinois
$513K
AWM
67
AE Wealth Management
Kansas
$473K +$9.19K +531 +2%
SMC
68
Smith, Moore & Co
Missouri
$469K -$17.3K -1,000 -4%
XF
69
XML Financial
Maryland
$466K
TC
70
Telemus Capital
Michigan
$443K -$197K -11,374 -31%
GPFA
71
Game Plan Financial Advisors
Ohio
$438K
EM
72
ELCO Management
New York
$419K -$1.73K -100 -0.4%
IFWM
73
Institute for Wealth Management
Colorado
$399K -$10.7K -620 -3%
Creative Planning
74
Creative Planning
Kansas
$387K +$7.79K +450 +2%
BCM
75
Brookstone Capital Management
Illinois
$379K +$5.71K +330 +1%