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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
9WM
51
9258 Wealth Management
Ohio
$636K -$37.8K -2,714 -6%
ASN
52
Advisory Services Network
Georgia
$621K +$101K +7,236 +21%
QCIG
53
Quad-Cities Investment Group
Iowa
$560K +$9.49K +681 +2%
JE
54
JMAC Enterprises
Pennsylvania
$543K +$9.89K +710 +2%
RJT
55
Raymond James Trust
Florida
$536K
NFG
56
Nations Financial Group
Iowa
$536K -$29.9K -2,144 -6%
Goldman Sachs
57
Goldman Sachs
New York
$467K
OC
58
Oppenheimer & Co
New York
$449K +$174K +12,504 +70%
GWSG
59
GPS Wealth Strategies Group
Colorado
$445K -$70.3K -5,043 -14%
KPWS
60
Kestra Private Wealth Services
Texas
$421K -$6.54K -469 -2%
CCM
61
Canal Capital Management
Virginia
$419K -$37.6K -2,700 -9%
DADC
62
D.A. Davidson & Co
Montana
$416K
CCG
63
Capital CS Group
California
$395K -$37K -2,658 -9%
XF
64
XML Financial
Maryland
$390K
SLWA
65
San Luis Wealth Advisors
California
$389K +$19.3K +1,386 +6%
SMC
66
Smith, Moore & Co
Missouri
$389K -$13.9K -1,000 -4%
IWC
67
Integrated Wealth Concepts
Massachusetts
$388K +$19.3K +1,383 +6%
WA
68
WealthTrust Axiom
Pennsylvania
$386K
AWS
69
Atria Wealth Solutions
New York
$380K -$176K -12,599 -33%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$379K -$24.7K -1,775 -6%
OP
71
ORG Partners
Indiana
$363K +$340K +24,424 New
EM
72
ELCO Management
New York
$358K +$2.79K +200 +0.8%
IAIM
73
International Assets Investment Management
Florida
$356K +$28.4K +2,040 +9%
SCA
74
Snowden Capital Advisors
New York
$352K +$5.24K +376 +2%
Creative Planning
75
Creative Planning
Kansas
$349K -$2.54K -182 -0.8%