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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
LWM
101
Laidlaw Wealth Management
New York
$202K -$8.36K -600 -4%
LIG
102
Lokken Investment Group
Delaware
$191K
SFC
103
Strategic Financial Concepts
Texas
$186K
IWM
104
IHT Wealth Management
Illinois
$176K +$167K +11,951 New
LFAS
105
Level Four Advisory Services
Texas
$173K
USCWA
106
U.S. Capital Wealth Advisors
Texas
$170K +$976 +70 +0.6%
PWG
107
Private Wealth Group
Florida
$168K
JFG
108
Jefferies Financial Group
New York
$167K +$6.76K +485 +4%
GLA
109
Good Life Advisors
Pennsylvania
$164K -$36.8K -2,644 -19%
M&T Bank
110
M&T Bank
New York
$163K
EC
111
Elequin Capital
New York
$163K +$132K +9,455 +603%
DLHL
112
Donald L. Hagan LLC
Florida
$162K
CPIG
113
Chicago Partners Investment Group
Illinois
$157K +$1.6K +115 +1%
PTC
114
Private Trust Company
Ohio
$155K
LC
115
Lindbrook Capital
California
$153K
KA
116
Kovack Advisors
Florida
$149K -$6.95K -499 -5%
Kayne Anderson Rudnick Investment Management
117
Kayne Anderson Rudnick Investment Management
California
$148K
SYBT
118
Stock Yards Bank & Trust
Kentucky
$148K
AA
119
Aire Advisors
California
$138K
DAM
120
Delta Asset Management
Tennessee
$114K +$108K +7,750 New
CAM
121
Chesapeake Asset Management
New York
$93K
BC
122
Barrett & Company
Rhode Island
$92.2K
JP Morgan Chase
123
JP Morgan Chase
New York
$74.9K -$217K -15,559 -75%
BFEC
124
Benjamin F. Edwards & Company
Missouri
$70K +$878 +63 +1%
ADL
125
Asset Dedication LLC
California
$70K +$33.4K +2,400 +100%