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Calamos Strategic Total Return Fund

199 hedge funds and large institutions have $556M invested in Calamos Strategic Total Return Fund in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 54 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 54

0.2% more ownership

Funds ownership: 21.48%21.68% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

1% less funds holding

Funds holding: 202199 (-3)

8% less capital invested

Capital invested by funds: $604M → $556M (-$47.2M)

Holders
199
Holders Change
-3
Holders Change %
-1.49%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
65
Reduced
54
Closed
20
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
$77.4M +$841K +47,984 +1%
Morgan Stanley
2
Morgan Stanley
New York
$68.2M -$2.37M -134,993 -3%
UBS Group
3
UBS Group
Switzerland
$66.8M -$925K -52,761 -1%
Wells Fargo
4
Wells Fargo
California
$52.2M +$1.33M +75,858 +2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$31.6M +$3.06M +174,569 +10%
Raymond James Financial
6
Raymond James Financial
Florida
$31.2M -$3.63M -207,121 -10%
CA
7
Cornerstone Advisors
North Carolina
$20.7M +$2.32M +132,097 +12%
LPL Financial
8
LPL Financial
California
$17.1M +$2.61M +148,758 +16%
B
9
Bensler
Washington
$16.1M +$498K +28,416 +3%
MGAM
10
McGowan Group Asset Management
Texas
$12.2M +$280 +16 +0%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$11.1M +$190K +10,823 +2%
AAM
12
Advisors Asset Management
Colorado
$8.21M +$158K +9,024 +2%
GC
13
Guggenheim Capital
Illinois
$6.89M +$617K +35,170 +9%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$6.83M +$985K +56,209 +15%
SWP
15
Stratos Wealth Partners
Ohio
$6.73M -$727K -41,446 -9%
AWM
16
Apollon Wealth Management
South Carolina
$6.68M -$189K -10,778 -3%
SFS
17
Shaker Financial Services
Virginia
$5.85M +$15.3K +872 +0.2%
Osaic Holdings
18
Osaic Holdings
Arizona
$4.81M -$462K -26,370 -8%
Stifel Financial
19
Stifel Financial
Missouri
$4.53M -$31.8K -1,813 -0.6%
Ameriprise
20
Ameriprise
Minnesota
$4.26M +$256K +14,607 +6%
Truist Financial
21
Truist Financial
North Carolina
$4.17M +$59.9K +3,417 +1%
SAM
22
Smith Asset Management
Florida
$3.72M +$17.2K +980 +0.4%
DC
23
Davenport & Co
Virginia
$3.48M -$191K -10,875 -5%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$3.07M +$256K +14,611 +8%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$2.97M +$37.8K +2,154 +1%