CSQ icon

Calamos Strategic Total Return Fund
CSQ

Overview Fund Activity

119 hedge funds and large institutions have $236M invested in Calamos Strategic Total Return Fund in 2015 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 36 increasing their positions, 33 reducing their positions, and 6 closing their positions.

Holders
119
Holders Change
+18
Holders Change %
+17.82%
% of All Funds
3.13%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
24
Increased
36
Reduced
33
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$12.8M
2
Stifel Financial
2
Stifel Financial
Missouri
$5.18M
3
DW
3
Domani Wealth
Pennsylvania
$4.61M
4
Morgan Stanley
4
Morgan Stanley
New York
$25.1M
5
GFM
5
Gramercy Funds Management
Connecticut
$2.73M

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$1.19M
2
WAM
2
Wolverine Asset Management
Illinois
$2.83M
3
DA
3
Doliver Advisors
Texas
$193K
4
AAM
4
Advisors Asset Management
Colorado
$22M
5
Wells Fargo
5
Wells Fargo
California
$13.8M
Name Market Value Shares Shares
Change 		Shares
Change %
DADC
51
D.A. Davidson & Co
Montana
$334K 33,774 +4,617 +16%
IA
52
IFP Advisors
Florida
$329K 33,231 +33,231 New
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$311K 31,388 +1,505 +5%
CWM
54
Concert Wealth Management
California
$291K 29,417 -981 -3%
GWM
55
Gupta Wealth Management
California
$291K 29,364 – –
NFG
56
Nations Financial Group
Iowa
$259K 26,113 +26,113 New
RJT
57
Raymond James Trust
Florida
$253K 25,492 +4,835 +23%
CA
58
Cetera Advisors
Colorado
$252K 25,177 -100 -0.4%
DLHL
59
Donald L. Hagan LLC
Florida
$251K 25,400 – –
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$249K 25,131 +6,916 +38%
Creative Planning
61
Creative Planning
Kansas
$243K 24,496 +3,000 +14%
DC
62
Davenport & Co
Virginia
$235K 23,760 -4,000 -14%
CA
63
Capital Advantage
California
$225K 22,735 +22,735 New
Wellington Management Group
64
Wellington Management Group
Massachusetts
$223K 22,500 -22,000 -49%
DA
65
Doliver Advisors
Texas
$193K 19,532 -257,283 -93%
YP
66
Yellowstone Partners
Idaho
$184K 18,575 +200 +1%
FIMG
67
Financial & Investment Management Group
Michigan
$178K 18,003 -515 -3%
CS
68
Credit Suisse
Switzerland
$173K 17,428 – –
TC
69
Telemus Capital
Michigan
$164K 16,593 +452 +3%
VC
70
Vicus Capital
Pennsylvania
$160K 16,155 – –
KL
71
KWMG LLC
Kansas
$158K 15,970 +384 +2%
AIA
72
Allegis Investment Advisors
Idaho
$158K 15,936 +15,936 New
M&T Bank
73
M&T Bank
New York
$155K 15,630 – –
FFSOTS
74
Fiduciary Financial Services of The Southwest
Texas
$126K 12,739 – –
UCFA
75
United Capital Financial Advisors
Texas
$126K 12,695 +1,032 +9%
1 2
3
4 5