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Calamos Strategic Total Return Fund
CSQ

Overview Fund Activity

106 hedge funds and large institutions have $298M invested in Calamos Strategic Total Return Fund in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 8 closing their positions.

Holders
106
Holders Change
+3
Holders Change %
+2.91%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
36
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$24.2M
2
Bank of America
2
Bank of America
North Carolina
$57.9M
3
UBS Group
3
UBS Group
Switzerland
$68.7M
4
Cohen & Steers
4
Cohen & Steers
New York
$3.34M
5
DC
5
Davenport & Co
Virginia
$1.22M

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$136K
2
Wells Fargo
2
Wells Fargo
California
$15.4M
3
WS
3
Wedbush Securities
California
$908K
4
Invesco
4
Invesco
Georgia
$3.65M
5
DA
5
Doliver Advisors
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$1.22M 100,908 -6,512 -6%
DC
27
Davenport & Co
Virginia
$1.22M 100,717 +70,300 +231%
ACP
28
Aviance Capital Partners
Florida
$1.15M 94,849 -6,972 -7%
FEG
29
Financial Enhancement Group
Indiana
$1.08M 88,743 -2,960 -3%
TC
30
Telemus Capital
Michigan
$1.08M 88,742 +1,000 +1%
FWM
31
Frontier Wealth Management
Missouri
$990K 81,593 +8,290 +11%
WS
32
Wedbush Securities
California
$908K 74,815 -98,632 -57%
Millennium Management
33
Millennium Management
New York
$652K 53,736 +32,942 +158%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$633K 52,178 +1,008 +2%
DIA
35
Dana Investment Advisors
Wisconsin
$563K 46,431 – –
RMC
36
Regis Management Company
California
$514K 42,400 – –
ASN
37
Advisory Services Network
Georgia
$512K 42,249 +471 +1%
PAG
38
Private Advisor Group
New Jersey
$508K 41,133 +1,000 +2%
RIA
39
RPG Investment Advisory
California
$495K 40,845 -1,069 -3%
Goldman Sachs
40
Goldman Sachs
New York
$482K 39,700 +25,583 +181%
CAN
41
Cetera Advisor Networks
California
$471K 38,808 – –
FFSOTS
42
Fiduciary Financial Services of The Southwest
Texas
$456K 37,628 +512 +1%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$448K 36,951 +7,719 +26%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$434K 35,814 +4,905 +16%
WA
45
WealthTrust Axiom
Pennsylvania
$416K 34,319 -1,700 -5%
CA
46
Cetera Advisors
Colorado
$411K 33,851 +9,453 +39%
RJT
47
Raymond James Trust
Florida
$369K 30,350 +1,038 +4%
CL
48
CPWM LLC
Washington
$327K 27,362 +13,681 +100%
NFG
49
Nations Financial Group
Iowa
$316K 26,025 – –
IFWM
50
Institute for Wealth Management
Colorado
$314K 25,768 – –
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