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Calamos Strategic Total Return Fund
CSQ

Overview Fund Activity

99 hedge funds and large institutions have $206M invested in Calamos Strategic Total Return Fund in 2014 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 11 closing their positions.

Holders
99
Holders Change
+6
Holders Change %
+6.45%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
18
Increased
33
Reduced
29
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$18.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$26.5M
3
RCM
3
Robinson Capital Management
Michigan
$4.98M
4
DA
4
Doliver Advisors
Texas
$573K
5
PAIM
5
Punch & Associates Investment Management
Minnesota
$5.2M

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$2.08M
2
Bank of America
2
Bank of America
North Carolina
$38.7M
3
SG Americas Securities
3
SG Americas Securities
New York
$0
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$190K
5
U
5
UBS
Switzerland
$18.2M
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$887K 79,748 +1,662 +2%
VFS
27
VSR Financial Services
Kansas
$872K 78,461 -8,300 -10%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$733K 65,956 +1,258 +2%
DADC
29
D.A. Davidson & Co
Montana
$658K 59,217 +1,955 +3%
FIMG
30
Financial & Investment Management Group
Michigan
$640K 57,535 +13,733 +31%
DA
31
Doliver Advisors
Texas
$573K 51,560 +51,560 New
PAG
32
Private Advisor Group
New Jersey
$466K 41,896 +23,241 +125%
Ameriprise
33
Ameriprise
Minnesota
$455K 40,890 +2,323 +6%
OC
34
Oppenheimer & Co
New York
$443K 39,801 -5,592 -12%
WA
35
WealthTrust Axiom
Pennsylvania
$443K 39,868 – –
DIA
36
Dana Investment Advisors
Wisconsin
$418K 37,576 – –
Citigroup
37
Citigroup
New York
$330K 29,742 +3,568 +14%
DC
38
Davenport & Co
Virginia
$318K 28,590 -4,000 -12%
CWM
39
Confluence Wealth Management
Oregon
$315K 28,365 +28,365 New
AIG
40
American International Group
New York
$294K 26,443 +20,987 +385%
CS
41
Credit Suisse
Switzerland
$287K 25,791 -1,552 -6%
CWM
42
Concert Wealth Management
California
$254K 23,028 -854 -4%
Goldman Sachs
43
Goldman Sachs
New York
$240K 21,538 +3,464 +19%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$236K 21,219 – –
NPC
45
National Planning Corporation
California
$229K 20,350 -4,700 -19%
NL
46
NWAM LLC
Washington
$206K 18,531 +6,712 +57%
TCM
47
Telos Capital Management
California
$204K 18,300 +18,300 New
FIG
48
Fusion Investment Group
Pennsylvania
$202K 18,632 +1,048 +6%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$199K 17,877 +37 +0.2%
Stifel Financial
50
Stifel Financial
Missouri
$196K 17,614 +17,614 New
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