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Calamos Strategic Total Return Fund

170 hedge funds and large institutions have $512M invested in Calamos Strategic Total Return Fund in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+6
Holders Change %
+3.66%
% of All Funds
2.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
53
Reduced
49
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PTC
126
Private Trust Company
Ohio
$156K
Kayne Anderson Rudnick Investment Management
127
Kayne Anderson Rudnick Investment Management
California
$150K
SYBT
128
Stock Yards Bank & Trust
Kentucky
$149K
Northwestern Mutual Wealth Management
129
Northwestern Mutual Wealth Management
Wisconsin
$103K +$36K +2,418 +54%
HNB
130
Huntington National Bank
Ohio
$93.6K -$61.9K
BC
131
Barrett & Company
Rhode Island
$92.9K
BFEC
132
Benjamin F. Edwards & Company
Missouri
$87K +$963 +65 +1%
DAM
133
Delta Asset Management
Tennessee
$84.8K
RIL
134
Rothschild Investment LLC
Illinois
$74.4K +$74.4K +5,000 New
ADL
135
Asset Dedication LLC
California
$72K
GRP
136
Global Retirement Partners
California
$65.5K +$376 +25 +0.6%
AF
137
Allworth Financial
California
$59K
SL
138
Salomon & Ludwin
Virginia
$58.9K
GC
139
Gould Capital
Washington
$52K -$7.44K -500 -13%
First Manhattan
140
First Manhattan
New York
$46.1K
CFGS
141
Concourse Financial Group Securities
Alabama
$44.9K
Jones Financial Companies
142
Jones Financial Companies
Missouri
$44.6K +$44.6K +3,000 New
WWM
143
Wolff Wiese Magana
California
$43.1K
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$42K -$5.98K -400 -12%
VWM
145
Venturi Wealth Management
Texas
$38.3K
FPFS
146
First Personal Financial Services
North Carolina
$32.7K
FGA
147
Fortis Group Advisors
New Jersey
$29.7K +$14.9K +1,000 +100%
NC
148
NewSquare Capital
Pennsylvania
$29.7K +$29.7K +2,000 New
LC
149
Lindbrook Capital
California
$27.5K
WIM
150
Westside Investment Management
California
$26.1K