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Calamos Strategic Total Return Fund

170 hedge funds and large institutions have $512M invested in Calamos Strategic Total Return Fund in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 49 reducing their positions, and 12 closing their positions.

Holders
170
Holders Change
+6
Holders Change %
+3.66%
% of All Funds
2.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
53
Reduced
49
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$115M 7,709,456 +3,898,055 +102%
Bank of America
2
Bank of America
North Carolina
$68.4M 4,600,990 +3,173 +0.1%
UBS Group
3
UBS Group
Switzerland
$60.7M 4,080,352 -84,371 -2%
Wells Fargo
4
Wells Fargo
California
$40M 2,691,388 +107,730 +4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$26.2M 1,762,681 +61,804 +4%
RJA
6
Raymond James & Associates
Florida
$18.7M 1,254,897 -153,970 -11%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$13.7M 924,233 -200,183 -18%
B
8
Bensler
Washington
$13.1M 883,061 +65,291 +8%
LPL Financial
9
LPL Financial
California
$13.1M 878,929 +93,896 +12%
GC
10
Guggenheim Capital
Illinois
$9.27M 623,274 -41,904 -6%
MGAM
11
McGowan Group Asset Management
Texas
$8.91M 599,321 +63,228 +12%
AAM
12
Advisors Asset Management
Colorado
$7.4M 497,379 -2,036 -0.4%
SWP
13
Stratos Wealth Partners
Ohio
$5.75M 386,523 +3,692 +1%
CA
14
Cetera Advisors
Colorado
$5.5M 369,705 -82,330 -18%
Osaic Holdings
15
Osaic Holdings
Arizona
$5.36M 360,341 -95,213 -21%
AWM
16
Apollon Wealth Management
South Carolina
$4.97M 334,432 +57,987 +21%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$4.97M 334,111 +55,543 +20%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$4.49M 302,161 +295,923 +4,744%
Stifel Financial
19
Stifel Financial
Missouri
$4.04M 271,717 +75,838 +39%
Ameriprise
20
Ameriprise
Minnesota
$3.98M 267,872 -26,062 -9%
SFS
21
Shaker Financial Services
Virginia
$3.78M 252,444 +252,444 New
Truist Financial
22
Truist Financial
North Carolina
$3.59M 241,386 +9,378 +4%
DC
23
Davenport & Co
Virginia
$3.34M 224,532 -5,351 -2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$2.77M 186,303 -900 -0.5%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$2.76M 185,519 -8,453 -4%