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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
DLHL
101
Donald L. Hagan LLC
Florida
$193K
BPWM
102
Badgley Phelps Wealth Managers
Washington
$189K
AAS
103
Avantax Advisory Services
Texas
$184K +$181K +10,482 New
DA
104
Doliver Advisors
Texas
$181K -$324K -18,703 -64%
Kayne Anderson Rudnick Investment Management
105
Kayne Anderson Rudnick Investment Management
California
$176K
SYBT
106
Stock Yards Bank & Trust
Kentucky
$176K
SCA
107
Sage Capital Advisors
South Dakota
$169K +$173K +10,018 New
PMFA
108
Plante Moran Financial Advisors
Michigan
$164K +$162K +9,366 New
Koshinski Asset Management
109
Koshinski Asset Management
Illinois
$162K +$5.54K +320 +4%
APA
110
American Portfolios Advisors
New York
$131K
LC
111
Lindbrook Capital
California
$131K
SWM
112
Spire Wealth Management
Virginia
$131K +$2.91K +168 +2%
AIP
113
Ahrens Investment Partners
Louisiana
$123K +$78.3K +4,523 +180%
PA
114
Parallel Advisors
California
$116K +$10.1K +582 +10%
GC
115
Gould Capital
Washington
$112K +$727 +42 +0.7%
IA
116
IFP Advisors
Florida
$111K +$153K +8,840 New
BFEC
117
Benjamin F. Edwards & Company
Missouri
$106K +$1.39K +80 +1%
FP
118
Financial Perspectives
Minnesota
$105K +$1.16K +67 +1%
SBL
119
Sargent Bickham Lagudis
Colorado
$94K
HNB
120
Huntington National Bank
Ohio
$77K
US Bancorp
121
US Bancorp
Minnesota
$72K
AF
122
Allworth Financial
California
$69K
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
$63K
AWM
124
Avior Wealth Management
Nebraska
$56K
First Manhattan
125
First Manhattan
New York
$54K