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Calamos Strategic Total Return Fund

217 hedge funds and large institutions have $664M invested in Calamos Strategic Total Return Fund in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 77 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

51% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 51

1% more funds holding

Funds holding: 214217 (+3)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.02% less ownership

Funds ownership: 24.07%24.05% (-0.02%)

11% less capital invested

Capital invested by funds: $744M → $664M (-$80.5M)

Holders
217
Holders Change
+3
Holders Change %
+1.4%
% of All Funds
2.67%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
77
Reduced
51
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$1.4M +$10.3K +549 +0.7%
Invesco
52
Invesco
Georgia
$1.31M -$147K -7,859 -9%
LSPW
53
Lake Street Private Wealth
Illinois
$1.27M +$156K +8,300 +13%
OC
54
Oppenheimer & Co
New York
$1.25M +$72.7K +3,879 +6%
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$1.13M +$1.24M +66,275 New
SCA
56
Snowden Capital Advisors
New York
$1.13M +$35.3K +1,884 +3%
NA
57
NewEdge Advisors
Louisiana
$1.1M +$26.5K +1,412 +2%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$1.08M +$152K +8,110 +15%
MFIM
59
Mesirow Financial Investment Management
Illinois
$1.04M +$105K +5,584 +10%
CTC
60
Central Trust Company
Missouri
$1.03M +$1.74K +93 +0.2%
HI
61
Harbour Investments
Wisconsin
$986K +$31.5K +1,681 +3%
USCWA
62
U.S. Capital Wealth Advisors
Texas
$930K -$114K -6,093 -10%
DWM
63
Dakota Wealth Management
Florida
$918K +$201K +10,725 +25%
M&T Bank
64
M&T Bank
New York
$782K
WA
65
Waverly Advisors
Alabama
$774K +$39.2K +2,091 +5%
DJYG
66
David J. Yvars Group
Florida
$730K +$216K +11,518 +36%
CIA
67
Concurrent Investment Advisors
Florida
$721K +$29.8K +1,590 +4%
PI
68
PFG Investments
New York
$680K -$23.8K -1,269 -3%
WWM
69
Western Wealth Management
Colorado
$664K
PVM
70
Palogic Value Management
Texas
$664K
QFW
71
QTR Family Wealth
Florida
$610K +$487 +26 +0.1%
PNFS
72
PW Nova Financial Services
Pennsylvania
$606K +$131 +7 +0%
Jane Street
73
Jane Street
New York
$602K +$660K +35,181 New
BPA
74
Beacon Pointe Advisors
California
$599K +$341K +18,176 +108%
ACA
75
Aptus Capital Advisors
Alabama
$592K +$217K +11,594 +51%