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Calamos Strategic Total Return Fund

164 hedge funds and large institutions have $422M invested in Calamos Strategic Total Return Fund in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 44 increasing their positions, 47 reducing their positions, and 14 closing their positions.

Holders
164
Holders Change
+8
Holders Change %
+5.13%
% of All Funds
2.62%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
44
Reduced
47
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
$64.7M 4,597,817 +46,680 +1%
UBS Group
2
UBS Group
Switzerland
$58.6M 4,164,723 -9,142 -0.2%
Morgan Stanley
3
Morgan Stanley
New York
$53.6M 3,811,401 -14,006 -0.4%
Wells Fargo
4
Wells Fargo
California
$36.4M 2,583,658 +160,272 +7%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$23.9M 1,700,877 +103,028 +6%
RJA
6
Raymond James & Associates
Florida
$19.8M 1,408,867 -40,982 -3%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$15.8M 1,124,416 +2,922 +0.3%
B
8
Bensler
Washington
$11.5M 817,770 +26,114 +3%
LPL Financial
9
LPL Financial
California
$11M 785,033 +54,784 +8%
GC
10
Guggenheim Capital
Illinois
$9.36M 665,178 -41,100 -6%
MGAM
11
McGowan Group Asset Management
Texas
$7.54M 536,093 +17,254 +3%
AAM
12
Advisors Asset Management
Colorado
$7.03M 499,415 +74,446 +18%
Osaic Holdings
13
Osaic Holdings
Arizona
$6.41M 455,554 +132,581 +41%
CA
14
Cetera Advisors
Colorado
$6.36M 452,035 +6,606 +1%
SWP
15
Stratos Wealth Partners
Ohio
$5.39M 382,831 +12,093 +3%
Ameriprise
16
Ameriprise
Minnesota
$4.14M 293,934 +3,535 +1%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$3.92M 278,568 +2,372 +0.9%
AWM
18
Apollon Wealth Management
South Carolina
$3.89M 276,445 +9,076 +3%
JPMPWA
19
J.P. Morgan Private Wealth Advisors
California
$3.81M 270,758 +3,997 +1%
Truist Financial
20
Truist Financial
North Carolina
$3.26M 232,008 -24,956 -10%
DC
21
Davenport & Co
Virginia
$3.23M 229,883 -8,789 -4%
Stifel Financial
22
Stifel Financial
Missouri
$2.76M 195,879 -6,708 -3%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.73M 193,972 -10,299 -5%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$2.63M 187,203 -1,459 -0.8%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$2.58M 183,268 -792 -0.4%