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Calamos Strategic Total Return Fund
CSQ

Overview Fund Activity

165 hedge funds and large institutions have $407M invested in Calamos Strategic Total Return Fund in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 41 reducing their positions, and 14 closing their positions.

Holders
165
Holders Change
+3
Holders Change %
+1.85%
% of All Funds
2.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
57
Reduced
41
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$54.8M
2
Wells Fargo
2
Wells Fargo
California
$30.6M
3
Bank of America
3
Bank of America
North Carolina
$64.4M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$21.8M
5
CWM
5
Calamos Wealth Management
Illinois
$1.06M

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$612K
2
GC
2
Guggenheim Capital
Illinois
$9.24M
3
UBS Group
3
UBS Group
Switzerland
$62.8M
4
DIA
4
Dana Investment Advisors
Wisconsin
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BRWA
26
B. Riley Wealth Advisors
Florida
$1.94M 138,409 -5,713 -4%
DW
27
Domani Wealth
Pennsylvania
$1.81M 129,550 – –
ACP
28
Aviance Capital Partners
Florida
$1.74M 124,022 +3,011 +2%
CTC
29
Central Trust Company
Missouri
$1.74M 123,940 – –
HighTower Advisors
30
HighTower Advisors
Illinois
$1.66M 118,239 +1,922 +2%
CAN
31
Cetera Advisor Networks
California
$1.5M 107,341 +4,830 +5%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$1.48M 105,604 – –
MWA
33
Meridian Wealth Advisors
Texas
$1.32M 94,222 – –
Mariner
34
Mariner
Kansas
$1.2M 85,659 +1,139 +1%
LSPW
35
Lake Street Private Wealth
Illinois
$1.11M 79,450 – –
CWM
36
Calamos Wealth Management
Illinois
$1.06M 75,380 +46,140 +158%
AWA
37
Arete Wealth Advisors
Illinois
$1.02M 72,792 +5,149 +8%
PVM
38
Palogic Value Management
Texas
$798K 57,000 -2,000 -3%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$775K 55,350 +9,458 +21%
HI
40
Harbour Investments
Wisconsin
$759K 54,234 -1,409 -3%
SPIA
41
Steward Partners Investment Advisory
New York
$758K 54,156 -7,555 -12%
9WM
42
9258 Wealth Management
Ohio
$642K 45,841 -3,051 -6%
PAG
43
Private Advisor Group
New Jersey
$634K 45,304 -1,249 -3%
NA
44
NewEdge Advisors
Louisiana
$632K 46,799 -4,568 -9%
CI
45
Conning Inc
Connecticut
$622K 44,405 +981 +2%
SFS
46
Shaker Financial Services
Virginia
$612K 43,693 -117,291 -73%
DJYG
47
David J. Yvars Group
Florida
$611K 43,959 +525 +1%
WS
48
Wedbush Securities
California
$589K 42,063 – –
NFG
49
Nations Financial Group
Iowa
$538K 38,456 -5,556 -13%
AWS
50
Atria Wealth Solutions
New York
$537K 38,355 +406 +1%
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