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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
Northwestern Mutual Wealth Management
126
Northwestern Mutual Wealth Management
Wisconsin
$66K
PA
127
Parallel Advisors
California
$65.6K -$40.8K -2,931 -40%
HNB
128
Huntington National Bank
Ohio
$64.9K
GC
129
Gould Capital
Washington
$59K
AF
130
Allworth Financial
California
$58.5K -$1.39K -100 -2%
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$57K
GRP
132
Global Retirement Partners
California
$55K
FP
133
Financial Perspectives
Minnesota
$53.4K -$40.5K -2,907 -45%
Fifth Third Bancorp
134
Fifth Third Bancorp
Ohio
$53.4K
CSPIA
135
Cary Street Partners Investment Advisory
Virginia
$48.1K
First Manhattan
136
First Manhattan
New York
$45.7K
CFGS
137
Concourse Financial Group Securities
Alabama
$44.3K
US Bancorp
138
US Bancorp
Minnesota
$43.9K +$11.8K +847 +40%
WWM
139
Wolff Wiese Magana
California
$42.8K
VWM
140
Venturi Wealth Management
Texas
$38K
TFP
141
Tilia Fiduciary Partners
North Carolina
$35.1K
FPFS
142
First Personal Financial Services
North Carolina
$32.4K
FMII
143
Farmers & Merchants Investments Inc
Nebraska
$30.8K
WIM
144
Westside Investment Management
California
$25.9K
PCFFS
145
Pacific Center for Financial Services
California
$25K
AF
146
Advisornet Financial
Minnesota
$23.6K -$32.6K -2,338 -59%
DAC
147
Dividend Assets Capital
South Carolina
$23K
CT
148
Caldwell Trust
Florida
$20.4K
MSFP
149
Mark Sheptoff Financial Planning
Connecticut
$14.8K
WP
150
WealthPLAN Partners
Nebraska
$9.43K +$181 +13 +2%