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Calamos Strategic Total Return Fund

159 hedge funds and large institutions have $437M invested in Calamos Strategic Total Return Fund in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 55 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

38% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 40

7% more capital invested

Capital invested by funds: $407M → $437M (+$29.6M)

0.2% more ownership

Funds ownership: 18.48%18.69% (+0.2%)

5% less funds holding

Funds holding: 168159 (-9)

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

Holders
159
Holders Change
-9
Holders Change %
-5.36%
% of All Funds
2.5%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
55
Reduced
40
Closed
12
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
$67.1M -$717K -51,429 -1%
UBS Group
2
UBS Group
Switzerland
$61.6M -$4.31M -309,388 -7%
Morgan Stanley
3
Morgan Stanley
New York
$56.4M -$1.22M -87,831 -2%
Wells Fargo
4
Wells Fargo
California
$35.7M +$3.35M +240,057 +11%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$23.6M +$572K +41,023 +3%
RJA
6
Raymond James & Associates
Florida
$21.4M +$404K +28,986 +2%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$16.5M +$259K +18,567 +2%
B
8
Bensler
Washington
$11.7M +$121K +8,710 +1%
LPL Financial
9
LPL Financial
California
$10.8M +$1.06M +75,740 +12%
GC
10
Guggenheim Capital
Illinois
$10.4M +$646K +46,358 +7%
MGAM
11
McGowan Group Asset Management
Texas
$7.65M -$54.6K -3,920 -0.7%
CA
12
Cetera Advisors
Colorado
$6.57M -$35.4K -2,538 -0.6%
AAM
13
Advisors Asset Management
Colorado
$6.27M +$969K +69,540 +20%
SWP
14
Stratos Wealth Partners
Ohio
$5.47M +$303K +21,744 +6%
Osaic Holdings
15
Osaic Holdings
Arizona
$4.76M -$978K -70,166 -18%
BRWA
16
B. Riley Wealth Advisors
Florida
$4.4M +$2.23M +159,803 +115%
Ameriprise
17
Ameriprise
Minnesota
$4.28M +$203K +14,579 +5%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$4.07M +$90K +6,459 +2%
AWM
19
Apollon Wealth Management
South Carolina
$3.94M +$44K +3,158 +1%
JMPWA
20
JP Morgan Private Wealth Advisors
California
$3.93M -$263K -18,841 -7%
Truist Financial
21
Truist Financial
North Carolina
$3.79M +$487K +34,968 +16%
DC
22
Davenport & Co
Virginia
$3.52M +$63.4K +4,551 +2%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$3.01M -$99.5K -7,139 -3%
Stifel Financial
24
Stifel Financial
Missouri
$2.99M +$83.5K +5,994 +3%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$2.78M +$101K +7,231 +4%