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Calamos Strategic Total Return Fund

165 hedge funds and large institutions have $407M invested in Calamos Strategic Total Return Fund in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 41 reducing their positions, and 14 closing their positions.

Holders
165
Holders Change
+3
Holders Change %
+1.85%
% of All Funds
2.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
57
Reduced
41
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$64.4M 4,602,566 +57,809 +1%
UBS Group
2
UBS Group
Switzerland
$62.8M 4,483,253 -47,109 -1%
Morgan Stanley
3
Morgan Stanley
New York
$54.8M 3,913,238 +145,705 +4%
Wells Fargo
4
Wells Fargo
California
$30.6M 2,183,329 +67,432 +3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$21.8M 1,556,826 +49,377 +3%
RJA
6
Raymond James & Associates
Florida
$19.9M 1,420,863 -3,880 -0.3%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$15.4M 1,102,927 +23,217 +2%
B
8
Bensler
Washington
$11M 782,946 +7,284 +0.9%
GC
9
Guggenheim Capital
Illinois
$9.24M 659,920 -53,608 -8%
LPL Financial
10
LPL Financial
California
$9.16M 654,509 +984 +0.2%
MGAM
11
McGowan Group Asset Management
Texas
$7.32M 522,759 -4,533 -0.9%
CA
12
Cetera Advisors
Colorado
$6.27M 447,967 +10,264 +2%
Osaic Holdings
13
Osaic Holdings
Arizona
$5.5M 393,139 -25,907 -6%
AAM
14
Advisors Asset Management
Colorado
$4.98M 355,429 -29,191 -8%
SWP
15
Stratos Wealth Partners
Ohio
$4.89M 348,994 -132 -0%
JPMPWA
16
J.P. Morgan Private Wealth Advisors
California
$4M 285,602 +14,337 +5%
Ameriprise
17
Ameriprise
Minnesota
$3.87M 275,820 -6,982 -2%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$3.78M 269,737 +19,711 +8%
AWM
19
Apollon Wealth Management
South Carolina
$3.7M 264,211 +6,250 +2%
DC
20
Davenport & Co
Virginia
$3.28M 234,121 -2,928 -1%
Truist Financial
21
Truist Financial
North Carolina
$3.11M 221,996 +22,570 +11%
Stifel Financial
22
Stifel Financial
Missouri
$2.75M 196,593 +4,454 +2%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$2.62M 186,893 -1,136 -0.6%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$2.54M 181,431 +10,918 +6%
PCM
25
Pointe Capital Management
Michigan
$2.07M 148,085 +17 +0%