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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 %
PA
151
Parallel Advisors
California
$25.8K +$15 +1 +0.1%
PCFFS
152
Pacific Center for Financial Services
California
$25.2K
US Bancorp
153
US Bancorp
Minnesota
$24.2K
DAC
154
Dividend Assets Capital
South Carolina
$24K
AF
155
Advisornet Financial
Minnesota
$23.8K
MSWM
156
McGlone Suttner Wealth Management
Wisconsin
$22.3K +$22.3K +1,500 New
MSFP
157
Mark Sheptoff Financial Planning
Connecticut
$14.9K
PS
158
Principal Securities
Iowa
$9.56K +$9.56K +643 New
AWM
159
Avior Wealth Management
Nebraska
$7.85K
PCMC
160
Planning Capital Management Corporation
Pennsylvania
$7.66K +$7.66K +515 New
NSIM
161
North Star Investment Management
Illinois
$5.95K
SWA
162
SOA Wealth Advisors
New York
$4.61K +$104 +7 +2%
FFA
163
Farther Finance Advisors
California
$4.57K
BCWM
164
Bartlett & Co Wealth Management
Ohio
$4.09K
BC
165
Bartlett & Co
Ohio
$4K
KFI
166
Key Financial Inc
Pennsylvania
$3.72K
CSB
167
City State Bank
Iowa
$3K
T
168
Tidemark
California
$253 +$253 +17 New
IBOK
169
Independence Bank of Kentucky
Kentucky
$119
Fidelity Investments
170
Fidelity Investments
Massachusetts
$15 +$15 +1 New
TWA
171
TCI Wealth Advisors
Arizona
-$547K -38,900 Closed
AWM
172
Axxcess Wealth Management
California
-$348K -24,753 Closed
SFC
173
Strategic Financial Concepts
Texas
-$177K -12,600 Closed
KA
174
Kovack Advisors
Florida
-$142K -10,092 Closed
HGERS
175
Householder Group Estate & Retirement Specialist
Arizona
-$107K -7,614 Closed