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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
Bank of America
1
Bank of America
North Carolina
$83.7M -$5.3M -306,154 -6%
UBS Group
2
UBS Group
Switzerland
$75.5M -$3.05M -175,990 -4%
Morgan Stanley
3
Morgan Stanley
New York
$66.7M +$2.63M +152,145 +4%
Wells Fargo
4
Wells Fargo
California
$30.9M +$271K +15,668 +0.9%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$23.2M +$911K +52,631 +4%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$20.6M +$631K +36,422 +3%
RJA
7
Raymond James & Associates
Florida
$18.3M +$134K +7,739 +0.7%
B
8
Bensler
Washington
$12.9M +$473K +27,322 +4%
GC
9
Guggenheim Capital
Illinois
$11.2M +$123K +7,098 +1%
LPL Financial
10
LPL Financial
California
$9.65M +$691K +39,929 +8%
Osaic Holdings
11
Osaic Holdings
Arizona
$7.64M +$1.27M +73,584 +21%
SWP
12
Stratos Wealth Partners
Ohio
$6.91M -$6.44K -372 -0.1%
CA
13
Cetera Advisors
Colorado
$6.33M +$3.36M +194,227 +116%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$6.24M +$20.9K +1,208 +0.3%
AWM
15
Apollon Wealth Management
South Carolina
$4.71M -$41.1K -2,375 -0.9%
AAM
16
Advisors Asset Management
Colorado
$4.49M -$1.19M -68,624 -21%
Ameriprise
17
Ameriprise
Minnesota
$4.21M +$19.2K +1,107 +0.5%
BRWM
18
B. Riley Wealth Management
Tennessee
$3.84M +$461K +26,648 +14%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$3.68M +$169K +9,787 +5%
DC
20
Davenport & Co
Virginia
$3.66M +$142K +8,228 +4%
Truist Financial
21
Truist Financial
North Carolina
$3.41M +$175K +10,095 +5%
Stifel Financial
22
Stifel Financial
Missouri
$3.36M -$64.9K -3,750 -2%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$3.27M -$26.7K -1,545 -0.8%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$2.71M -$52.6K -3,036 -2%
PCM
25
Pointe Capital Management
Michigan
$2.64M -$266K -15,357 -9%