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Calamos Strategic Total Return Fund

217 hedge funds and large institutions have $664M invested in Calamos Strategic Total Return Fund in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 77 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

51% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 51

1% more funds holding

Funds holding: 214217 (+3)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.02% less ownership

Funds ownership: 24.07%24.05% (-0.02%)

11% less capital invested

Capital invested by funds: $744M → $664M (-$80.5M)

Holders
217
Holders Change
+3
Holders Change %
+1.4%
% of All Funds
2.67%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
77
Reduced
51
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NS
126
NBC Securities
Alabama
$264K -$919 -49 -0.3%
IAIM
127
International Assets Investment Management
Florida
$262K
NB
128
Nicolet Bankshares
Wisconsin
$260K +$281K +14,967 New
CAM
129
Cresset Asset Management
Illinois
$257K
SWM
130
Silverlake Wealth Management
Vermont
$256K +$1.05K +56 +0.4%
IFWM
131
Institute for Wealth Management
Colorado
$254K -$5.87K -313 -2%
SCA
132
SMH Capital Advisors
Texas
$253K -$272K -14,524 -98%
XF
133
XML Financial
Maryland
$251K
Corient Private Wealth
134
Corient Private Wealth
Florida
$249K -$404K -21,572 -60%
JP Morgan Chase
135
JP Morgan Chase
New York
$247K -$13K -692 -4%
SIM
136
Stratos Investment Management
Ohio
$245K +$4.33K +231 +2%
AQR Capital Management
137
AQR Capital Management
Connecticut
$239K +$262K +13,980 New
MML Investors Services
138
MML Investors Services
Massachusetts
$239K -$6.26K -334 -2%
LF
139
Lantz Financial
Illinois
$232K
KWA
140
Kellett Wealth Advisors
Ohio
$231K
IWM
141
IHT Wealth Management
Illinois
$229K +$33.8K +1,804 +16%
CPC
142
Consolidated Planning Corp
Georgia
$228K -$8.66K -462 -3%
MIM
143
Moseley Investment Management
Florida
$227K -$9.37K -500 -4%
IAS
144
Insigneo Advisory Services
Florida
$226K
SAW
145
Signal Advisors Wealth
Michigan
$221K
FFA
146
Farther Finance Advisors
California
$218K +$160K +8,527 +211%
CA
147
Calton & Associates
Florida
$217K -$67.4K -3,598 -22%
CEFA
148
Closed-End Fund Advisors
Virginia
$217K +$237K +12,663 New
FFA
149
Founders Financial Alliance
North Carolina
$215K -$75.2K -4,014 -24%
PFS
150
Prospera Financial Services
Texas
$211K +$231K +12,316 New