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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
KAS
51
Kestra Advisory Services
Texas
$925K +$8.9K +508 +0.9%
KIM
52
Karpus Investment Management
New York
$863K -$83.2K -4,745 -8%
Comerica Bank
53
Comerica Bank
Texas
$851K +$631 +36 +0.1%
MFIM
54
Mesirow Financial Investment Management
Illinois
$845K +$666 +38 +0.1%
M&T Bank
55
M&T Bank
New York
$728K
WA
56
Waverly Advisors
Alabama
$709K -$16.1K -918 -2%
AWS
57
Atria Wealth Solutions
New York
$662K -$635K -36,200 -47%
NAS
58
NWF Advisory Services
California
$649K +$704K +40,134 New
PVM
59
Palogic Value Management
Texas
$628K
SCA
60
Snowden Capital Advisors
New York
$593K +$34.6K +1,973 +6%
RAM
61
Readystate Asset Management
Illinois
$591K +$641K +36,545 New
FG
62
Fairman Group
Pennsylvania
$589K
AWA
63
Arete Wealth Advisors
Illinois
$554K -$26.5K -1,509 -4%
AFG
64
Atomi Financial Group
New York
$551K +$81.7K +4,662 +16%
QCIG
65
Quad-Cities Investment Group
Iowa
$535K -$19.3K -1,101 -3%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$520K -$1.06M -60,555 -65%
PI
67
PFG Investments
New York
$518K -$13.6K -776 -2%
Goldman Sachs
68
Goldman Sachs
New York
$512K
EWA
69
EP Wealth Advisors
California
$510K +$20.5K +1,172 +4%
Pathstone Holdings
70
Pathstone Holdings
New Jersey
$500K
GWSG
71
GPS Wealth Strategies Group
Colorado
$488K -$6.14K -350 -1%
LA
72
Lifeworks Advisors
Michigan
$479K
ASN
73
Advisory Services Network
Georgia
$472K +$1.88K +107 +0.4%
KPWS
74
Kestra Private Wealth Services
Texas
$453K +$76.4K +4,357 +18%
UWP
75
Uniting Wealth Partners
Kansas
$452K -$12.2K -696 -2%