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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
KWA
76
Kellett Wealth Advisors
Ohio
$334K
CAM
77
Cresset Asset Management
Illinois
$323K +$96.1K +6,897 +46%
IFWM
78
Institute for Wealth Management
Colorado
$317K -$5.5K -395 -2%
AWA
79
ARQ Wealth Advisors
Arizona
$315K +$2.59K +186 +0.9%
SCA
80
SMH Capital Advisors
Texas
$314K -$2.77K -199 -0.9%
KAS
81
Kestra Advisory Services
Texas
$308K -$1.77K -127 -0.6%
CWP
82
Cyndeo Wealth Partners
Florida
$307K
GSC
83
Grey Street Capital
Illinois
$299K
ONB
84
Old National Bancorp
Indiana
$296K +$139K +10,000 +99%
DAS
85
Dynamic Advisor Solutions
Arizona
$288K +$5.69K +408 +2%
MFWP
86
Mosaic Family Wealth Partners
Missouri
$270K +$2.84K +204 +1%
SWM
87
Silverlake Wealth Management
Vermont
$264K +$780 +56 +0.3%
TA
88
TFG Advisers
Michigan
$260K -$5.7K -409 -2%
WWM
89
Western Wealth Management
Colorado
$252K
TC
90
Telemus Capital
Michigan
$251K
JWCA
91
J.W. Cole Advisors
Florida
$249K -$53.5K -3,840 -19%
MFG
92
Midwest Financial Group
Kansas
$246K
SWP
93
Semus Wealth Partners
Florida
$242K +$5.75K +413 +3%
LOPW
94
Live Oak Private Wealth
North Carolina
$239K
EWA
95
EverSource Wealth Advisors
Alabama
$233K
Mercer Global Advisors
96
Mercer Global Advisors
Colorado
$231K +$11.3K +809 +5%
DLG
97
Daniel L. Goodwin
$229K +$216K +15,500 New
Cetera Investment Advisers
98
Cetera Investment Advisers
Illinois
$228K -$21.7K -1,556 -9%
SI
99
Stephens Inc
Arkansas
$227K
LF
100
Lantz Financial
Illinois
$212K