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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
DI
151
Disciplined Investments
Oklahoma
$5K +$5.35K +309 New
BCWM
152
Bartlett & Co Wealth Management
Ohio
$4.73K +$4.67K +270 New
CAL
153
Capital Analysts LLC
Pennsylvania
$4K
CSB
154
City State Bank
Iowa
$4K
KFI
155
Key Financial Inc
Pennsylvania
$4K
SWA
156
SOA Wealth Advisors
New York
$4K +$69 +4 +2%
Fidelity Investments
157
Fidelity Investments
Massachusetts
$4K +$4.34K +251 +25,100%
TRCT
158
Tower Research Capital (TRC)
New York
$1K +$1.44K +83 New
FPOC
159
Financial Planners of Cleveland
Ohio
-$1.56M -83,487 Closed
SA
160
Scarborough Advisors
Maryland
-$1.08M -55,947 Closed
AWA
161
Arete Wealth Advisors
Illinois
-$717K -37,279 Closed
Bank of New York Mellon
162
Bank of New York Mellon
New York
-$624K -32,359 Closed
CFGS
163
Concourse Financial Group Securities
Alabama
-$371K -21,442 Closed
SPC
164
Sigma Planning Corp
Michigan
-$409K -21,187 Closed
Baird Financial Group
165
Baird Financial Group
Wisconsin
-$357K -18,529 Closed
CAN
166
Claraphi Advisory Network
United States
-$341K -17,668 Closed
Susquehanna International Group
167
Susquehanna International Group
Pennsylvania
-$235K -12,221 Closed
WAAG
168
Wealth Alliance Advisory Group
Kansas
-$211K -10,929 Closed
RIA
169
RPG Investment Advisory
California
-$205K -10,650 Closed
CWS
170
Confluence Wealth Services
Pennsylvania
-$104K -5,410 Closed
CA
171
CoreCap Advisors
Michigan
-$94K -4,850 Closed
FFG
172
Ford Financial Group
California
-$77 -4,000 Closed
SC
173
Steph & Co
Wisconsin
-$75K -3,900 Closed
GWM
174
Geneos Wealth Management
Colorado
-$66K -3,445 Closed
MPWT
175
MassMutual Private Wealth & Trust
Connecticut
-$45K -2,324 Closed