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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
MWM
101
MGB Wealth Management
Texas
$323K +$334K +19,040 New
SMC
102
Smith, Moore & Co
Missouri
$321K -$17.5K -1,000 -5%
MFWP
103
Mosaic Family Wealth Partners
Missouri
$318K +$3.31K +189 +1%
Mercer Global Advisors
104
Mercer Global Advisors
Colorado
$304K +$18.8K +1,070 +6%
MWM
105
Modern Wealth Management
Kansas
$304K
CCM
106
Canal Capital Management
Virginia
$303K +$3.65K +208 +1%
CFP
107
Cascade Financial Partners
California
$303K
EWA
108
EverSource Wealth Advisors
Alabama
$301K +$351 +20 +0.1%
LWMM
109
Legacy Wealth Management (Mississippi)
Mississippi
$299K +$324K +18,458 New
CPA
110
Compass Planning Associates
Massachusetts
$290K
DIA
111
Dana Investment Advisors
Wisconsin
$286K
CPC
112
Consolidated Planning Corp
Georgia
$283K -$65.5K -3,736 -18%
SI
113
Stephens Inc
Arkansas
$279K
IFWM
114
Institute for Wealth Management
Colorado
$275K -$46.5K -2,650 -13%
WWA
115
WCG Wealth Advisors
Nevada
$275K +$298K +17,006 New
DAS
116
Dynamic Advisor Solutions
Arizona
$271K -$140 -8 -0%
LOPW
117
Live Oak Private Wealth
North Carolina
$262K
P
118
&Partners
Tennessee
$250K -$4.84K -276 -2%
SWM
119
Silverlake Wealth Management
Vermont
$247K -$16.6K -949 -6%
SCA
120
SMH Capital Advisors
Texas
$245K -$7.7K -439 -3%
IAIM
121
International Assets Investment Management
Florida
$244K
NS
122
NBC Securities
Alabama
$242K +$263K +14,988 +99,920%
TA
123
TFG Advisers
Michigan
$237K -$4.07K -232 -2%
FFA
124
Founders Financial Alliance
North Carolina
$234K +$13K +744 +5%
LF
125
Lantz Financial
Illinois
$233K