CSQ icon

Calamos Strategic Total Return Fund
CSQ

Overview Fund Activity

130 hedge funds and large institutions have $264M invested in Calamos Strategic Total Return Fund in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 31 increasing their positions, 37 reducing their positions, and 23 closing their positions.

Holders
130
Holders Change
–
Holders Change %
0%
% of All Funds
2.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
31
Reduced
37
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$3.25M
2
Bank of America
2
Bank of America
North Carolina
$57.8M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$1.47M
4
BlackRock
4
BlackRock
New York
$1.3M
5
UBS Group
5
UBS Group
Switzerland
$47.4M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$4.26M
2
CWM
2
Cornerstone Wealth Management
Missouri
$0
3
AAM
3
Advisors Asset Management
Colorado
$19.1M
4
Cohen & Steers
4
Cohen & Steers
New York
$0
5
OFG
5
OTA Financial Group
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$1.21M 114,310 -3,005 -3%
HighTower Advisors
27
HighTower Advisors
Illinois
$1.17M 110,662 -9 -0%
DC
28
Davenport & Co
Virginia
$1.11M 104,617 -3,690 -3%
AG
29
Advisor Group
Arizona
$1.02M 96,562 -21,238 -18%
TC
30
Telemus Capital
Michigan
$969K 91,542 – –
9WM
31
9258 Wealth Management
Ohio
$861K 81,286 +81,286 New
FWM
32
Frontier Wealth Management
Missouri
$849K 80,150 -14,221 -15%
OA
33
Oxbow Advisors
Texas
$844K 79,715 -1,814 -2%
MWA
34
Meridian Wealth Advisors
Texas
$793K 74,900 +74,900 New
BFEC
35
Benjamin F. Edwards & Company
Missouri
$702K 66,323 -30,562 -32%
CA
36
Cetera Advisors
Colorado
$673K 63,234 +7,280 +13%
FFSOTS
37
Fiduciary Financial Services of The Southwest
Texas
$648K 61,153 – –
WAM
38
Weiss Asset Management
Massachusetts
$647K 61,142 +61,142 New
SWP
39
Stratos Wealth Partners
Ohio
$511K 48,240 +6,579 +16%
DIA
40
Dana Investment Advisors
Wisconsin
$501K 47,311 +880 +2%
FAIM
41
Financial Advocates Investment Management
Washington
$491K 46,359 -12,360 -21%
MAFM
42
Mid Atlantic Financial Management
Pennsylvania
$490K 46,238 +46,238 New
QPWM
43
Quadrant Private Wealth Management
Pennsylvania
– – – –
CAN
44
Cetera Advisor Networks
California
$467K 44,269 +4,100 +10%
PAG
45
Private Advisor Group
New Jersey
$461K 43,532 +275 +0.6%
RJT
46
Raymond James Trust
Florida
$455K 43,004 – –
CA
47
Cornerstone Advisors
North Carolina
$426K 40,200 +40,200 New
WS
48
Wedbush Securities
California
$383K 36,183 -62 -0.2%
QCIG
49
Quad-Cities Investment Group
Iowa
$378K 35,569 +674 +2%
Goldman Sachs
50
Goldman Sachs
New York
$348K 32,897 -691 -2%
1
2
3 4 5