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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
NSIM
151
North Star Investment Management
Illinois
$5.9K
SWA
152
SOA Wealth Advisors
New York
$4.38K +$84 +6 +2%
BC
153
Bartlett & Co
Ohio
$4K
BCWM
154
Bartlett & Co Wealth Management
Ohio
$3.98K
KFI
155
Key Financial Inc
Pennsylvania
$3.69K
CSB
156
City State Bank
Iowa
$3K
RWPA
157
Richard W. Paul & Associates
Michigan
$1.12K
CAL
158
Capital Analysts LLC
Pennsylvania
$1K +$766 +55 New
IBOK
159
Independence Bank of Kentucky
Kentucky
$118
AWM
160
AE Wealth Management
Kansas
-$413K -29,492 Closed
CG
161
Colony Group
Massachusetts
-$412K -29,451 Closed
AWM
162
Axxcess Wealth Management
California
-$347K -24,753 Closed
IP
163
Ignite Planners
California
-$171K -12,326 Closed
Cerity Partners
164
Cerity Partners
New York
-$167K -11,908 Closed
AAS
165
Ameritas Advisory Services
Nebraska
-$89.5K -6,391 Closed
BAM
166
Belpointe Asset Management
Nevada
-$40.8K -2,912 Closed
FCA
167
Fortis Capital Advisors
Kansas
-$34.7K -2,481 Closed
TC
168
Truvestments Capital
Florida
-$28.2K -2,015 Closed
TWA
169
TCI Wealth Advisors
Arizona
-$27.3K -1,947 Closed
CIA
170
Cascade Investment Advisors
Oregon
-$11.7K -833 Closed