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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
CA
151
CoreCap Advisors
Michigan
$108K
BC
152
Barrett & Company
Rhode Island
$101K
NWM
153
Nova Wealth Management
Florida
$95.3K
MCM
154
MAI Capital Management
Ohio
$88.6K +$6.17K +352 +7%
AF
155
Allworth Financial
California
$86.4K -$11.4K -651 -11%
DAM
156
Delta Asset Management
Tennessee
$82.6K
RIL
157
Rothschild Investment LLC
Illinois
$80.9K
NEWAS
158
N.E.W. Advisory Services
Wisconsin
$57.1K +$61.8K +3,527 New
JP Morgan Chase
159
JP Morgan Chase
New York
$55.5K
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$50.8K -$7.98K -455 -13%
WWM
161
Wolff Wiese Magana
California
$50K
EB
162
Eastern Bank
Massachusetts
$49.5K +$53.6K +3,060 New
GWM
163
Geneos Wealth Management
Colorado
$44.2K +$28.4K +1,620 +146%
MCA
164
Maryland Capital Advisors
Maryland
$41K
SAM
165
Smartleaf Asset Management
Massachusetts
$40.9K
TC
166
Truvestments Capital
Florida
$39.7K +$771 +44 +2%
ADL
167
Asset Dedication LLC
California
$38.8K
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$37K
FFA
169
Farther Finance Advisors
California
$35.2K +$32.6K +1,862 +607%
CA
170
Continuum Advisory
Idaho
$30.9K
LC
171
Lindbrook Capital
California
$29.9K
WIM
172
Westside Investment Management
California
$28.4K
PA
173
Parallel Advisors
California
$28.1K -$140 -8 -0.5%
PCFFS
174
Pacific Center for Financial Services
California
$27.4K
AF
175
Advisornet Financial
Minnesota
$25.9K