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Calamos Strategic Total Return Fund
CSQ

Overview Fund Activity

156 hedge funds and large institutions have $436M invested in Calamos Strategic Total Return Fund in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 55 increasing their positions, 40 reducing their positions, and 12 closing their positions.

Holders
156
Holders Change
-9
Holders Change %
-5.45%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
55
Reduced
40
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$35.7M
2
BRWA
2
B. Riley Wealth Advisors
Florida
$4.4M
3
SC
3
Savant Capital
Illinois
$2.12M
4
SFS
4
Shaker Financial Services
Virginia
$1.8M
5
CPC
5
Consolidated Planning Corp
Georgia
$1.13M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$61.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$56.4M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4.76M
4
Bank of America
4
Bank of America
North Carolina
$67.1M
5
AWM
5
AE Wealth Management
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$2.72M 184,060 -2,833 -2%
PCM
27
Pointe Capital Management
Michigan
$2.27M 153,922 +5,837 +4%
SC
28
Savant Capital
Illinois
$2.12M 143,776 +143,776 New
ACP
29
Aviance Capital Partners
Florida
$1.88M 127,383 +3,361 +3%
CTC
30
Central Trust Company
Missouri
$1.81M 122,540 -1,400 -1%
SFS
31
Shaker Financial Services
Virginia
$1.8M 122,271 +78,578 +180%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$1.55M 105,097 -507 -0.5%
HighTower Advisors
33
HighTower Advisors
Illinois
$1.52M 103,046 -15,193 -13%
CAN
34
Cetera Advisor Networks
California
$1.51M 102,312 -5,029 -5%
Mariner
35
Mariner
Kansas
$1.42M 96,066 +10,407 +12%
MWA
36
Meridian Wealth Advisors
Texas
$1.39M 94,222 – –
LSPW
37
Lake Street Private Wealth
Illinois
$1.14M 76,950 -2,500 -3%
CPC
38
Consolidated Planning Corp
Georgia
$1.13M 76,845 +76,845 New
CWM
39
Calamos Wealth Management
Illinois
$1.11M 75,380 – –
AWA
40
Arete Wealth Advisors
Illinois
$1.08M 73,443 +651 +0.9%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$1.07M 72,754 +17,404 +31%
HI
42
Harbour Investments
Wisconsin
$837K 56,732 +2,498 +5%
PVM
43
Palogic Value Management
Texas
$782K 53,000 -4,000 -7%
SPIA
44
Steward Partners Investment Advisory
New York
$753K 51,056 -3,100 -6%
PAG
45
Private Advisor Group
New Jersey
$740K 50,137 +4,833 +11%
WS
46
Wedbush Securities
California
$728K 49,388 +7,325 +17%
NA
47
NewEdge Advisors
Louisiana
$705K 47,764 +965 +2%
CI
48
Conning Inc
Connecticut
$669K 45,379 +974 +2%
DJYG
49
David J. Yvars Group
Florida
$652K 44,492 +533 +1%
9WM
50
9258 Wealth Management
Ohio
$636K 43,127 -2,714 -6%
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