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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
WWM
126
Wolff Wiese Magana
California
$51K
TFP
127
Tilia Fiduciary Partners
North Carolina
$48K
ADL
128
Asset Dedication LLC
California
$42K
Northwestern Mutual Wealth Management
129
Northwestern Mutual Wealth Management
Wisconsin
$39K -$21.9K -1,264 -36%
CC
130
Commons Capital
Massachusetts
$38K +$37.2K +2,146 New
Deutsche Bank
131
Deutsche Bank
Germany
$36K
GRP
132
Global Retirement Partners
California
$32K +$39.4K +2,274 New
FF
133
FourThought Financial
Florida
$30K -$28.1K -1,621 -48%
PCFFS
134
Pacific Center for Financial Services
California
$30K
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$29K
DAC
136
Dividend Assets Capital
South Carolina
$28K
CT
137
Caldwell Trust
Florida
$24.2K
AA
138
Addison Advisors
Vermont
$24K
FFWM
139
Future Financial Wealth Management
Ohio
$19K
AF
140
Advisornet Financial
Minnesota
$19K +$19K +1,100 New
MSFP
141
Mark Sheptoff Financial Planning
Connecticut
$18K
TWA
142
TCI Wealth Advisors
Arizona
$18K
TVWM
143
Tower View Wealth Management
Wisconsin
$18K
ZB
144
Zions Bancorporation
Utah
$18K
CIA
145
Cascade Investment Advisors
Oregon
$14.6K
HS
146
Horan Securities
United States
$11K +$190 +11 +2%
CAGAS
147
Capital Advisory Group Advisory Services
Minnesota
$11K +$10.9K +628 New
T
148
TCWP
Ohio
$9K +$9.52K +550 New
NSIM
149
North Star Investment Management
Illinois
$7K
BC
150
Bartlett & Co
Ohio
$5K +$4.67K +270 New