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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
BEI
151
Benjamin Edwards Inc
Missouri
$205K +$26.4K +1,410 +13%
NFG
152
Norris Financial Group
South Carolina
$205K
ATPW
153
Ashton Thomas Private Wealth
Arizona
$205K
LSIA
154
LaSalle St. Investment Advisors
Illinois
$203K +$1.44K +77 +0.7%
PWG
155
Private Wealth Group
Florida
$195K
Neuberger Berman Group
156
Neuberger Berman Group
New York
$191K
VF
157
Virtu Financial
New York
$190K +$208K +11,084 New
CA
158
Continuum Advisory
Idaho
$188K
ACIM
159
Azimuth Capital Investment Management
Michigan
$186K
Susquehanna International Group
160
Susquehanna International Group
Pennsylvania
$185K +$202K +10,790 New
Northwestern Mutual Wealth Management
161
Northwestern Mutual Wealth Management
Wisconsin
$177K +$7.84K +418 +4%
Kayne Anderson Rudnick Investment Management
162
Kayne Anderson Rudnick Investment Management
California
$172K
PF
163
PlanVest Financial
Maryland
$166K +$181K +9,673 New
ASN
164
Advisory Services Network
Georgia
$143K +$157K +8,354 New
IA
165
IFP Advisors
Florida
$142K
HHGA
166
Halbert Hargrove Global Advisors
California
$134K
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$127K +$19 +1 +0%
PTC
168
Private Trust Company
Ohio
$110K -$67.1K -3,580 -36%
HNB
169
Huntington National Bank
Ohio
$109K
BC
170
Barrett & Company
Rhode Island
$107K
NWM
171
Nova Wealth Management
Florida
$96.4K
BBPWM
172
Blue Bell Private Wealth Management
Pennsylvania
$95.4K +$104K +5,570 New
AF
173
Allworth Financial
California
$94K -$206 -11 -0.2%
AUB
174
Atlantic Union Bankshares
Virginia
$89.9K -$25.8K -1,376 -21%
DAM
175
Delta Asset Management
Tennessee
$87.4K