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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
Corient Private Wealth
126
Corient Private Wealth
Florida
$230K +$249K +14,196 New
KWA
127
Kellett Wealth Advisors
Ohio
$218K
IAS
128
Insigneo Advisory Services
Florida
$213K
Jane Street
129
Jane Street
New York
$213K +$230K +13,137 New
MML Investors Services
130
MML Investors Services
Massachusetts
$211K +$26.7K +1,523 +13%
LIG
131
Lokken Investment Group
Delaware
$207K
IWM
132
IHT Wealth Management
Illinois
$204K +$210 +12 +0.1%
WWM
133
Western Wealth Management
Colorado
$202K
CPIG
134
Chicago Partners Investment Group
Illinois
$198K +$2.68K +153 +1%
CA
135
Calton & Associates
Florida
$196K +$212K +12,122 New
NFG
136
Norris Financial Group
South Carolina
$194K
GLA
137
Good Life Advisors
Pennsylvania
$187K +$6.89K +393 +4%
LSIA
138
LaSalle St. Investment Advisors
Illinois
$185K -$54.5K -3,108 -21%
PWG
139
Private Wealth Group
Florida
$185K
SIM
140
Stratos Investment Management
Ohio
$179K +$3.4K +194 +2%
AAS
141
Ameritas Advisory Services
Nebraska
$177K
UCFA
142
United Capital Financial Advisors
Texas
$173K
HNB
143
Huntington National Bank
Ohio
$171K
PTC
144
Private Trust Company
Ohio
$165K
CWS
145
Confluence Wealth Services
Pennsylvania
$164K +$8.17K +466 +5%
BPA
146
Beacon Pointe Advisors
California
$164K +$178K +10,160 New
Kayne Anderson Rudnick Investment Management
147
Kayne Anderson Rudnick Investment Management
California
$163K
CCM
148
Coldstream Capital Management
Washington
$161K +$175K +9,965 New
US Bancorp
149
US Bancorp
Minnesota
$155K +$5.45K +311 +3%
IA
150
IFP Advisors
Florida
$134K