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Calamos Strategic Total Return Fund
CSQ

Overview Fund Activity

158 hedge funds and large institutions have $476M invested in Calamos Strategic Total Return Fund in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 61 increasing their positions, 30 reducing their positions, and 25 closing their positions.

Holders
158
Holders Change
-9
Holders Change %
-5.39%
% of All Funds
2.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
61
Reduced
30
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cetera Advisors
Colorado
$6.33M
2
Morgan Stanley
2
Morgan Stanley
New York
$66.7M
3
SFS
3
Shaker Financial Services
Virginia
$2.34M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$7.64M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$23.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$83.7M
2
UBS Group
2
UBS Group
Switzerland
$75.5M
3
FPOC
3
Financial Planners of Cleveland
Ohio
$0
4
AAM
4
Advisors Asset Management
Colorado
$4.49M
5
SA
5
Scarborough Advisors
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SFS
26
Shaker Financial Services
Virginia
$2.34M 133,388 +117,377 +733%
DW
27
Domani Wealth
Pennsylvania
$2.27M 129,550 – –
ACP
28
Aviance Capital Partners
Florida
$2.21M 125,881 +17,536 +16%
CTC
29
Central Trust Company
Missouri
$2.19M 124,715 -400 -0.3%
MWA
30
Meridian Wealth Advisors
Texas
$1.98M 112,750 +10,000 +10%
HighTower Advisors
31
HighTower Advisors
Illinois
$1.95M 111,413 +3,156 +3%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$1.93M 109,963 -34,122 -24%
MGAM
33
McGowan Group Asset Management
Texas
$1.79M 102,165 -4,814 -4%
CAN
34
Cetera Advisor Networks
California
$1.65M 94,319 +5,848 +7%
LSPW
35
Lake Street Private Wealth
Illinois
$1.46M 83,475 -7,150 -8%
Mariner
36
Mariner
Kansas
$1.32M 75,508 +761 +1%
BRWA
37
B. Riley Wealth Advisors
Florida
$1.29M 73,579 +6,144 +9%
SPIA
38
Steward Partners Investment Advisory
New York
$1.1M 62,596 +5,482 +10%
9WM
39
9258 Wealth Management
Ohio
$961K 54,809 +146 +0.3%
WP
40
WealthSource Partners
California
$767K 43,737 +27,218 +165%
AWS
41
Atria Wealth Solutions
New York
$761K 43,424 +43,424 New
FWM
42
Frontier Wealth Management
Missouri
$749K 45,542 +500 +1%
DJYG
43
David J. Yvars Group
Florida
$738K 42,033 +337 +0.8%
WS
44
Wedbush Securities
California
$734K 41,894 – –
NA
45
NewEdge Advisors
Louisiana
$720K 41,082 -7,312 -15%
CI
46
Conning Inc
Connecticut
$704K 40,426 +467 +1%
LWM
47
Laidlaw Wealth Management
New York
$678K 38,670 +408 +1%
RJT
48
Raymond James Trust
Florida
$652K 37,185 – –
AMC
49
Asset Management Corp
Illinois
$650K 37,074 +16,126 +77%
JE
50
JMAC Enterprises
Pennsylvania
$649K 37,003 +84 +0.2%
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