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Calamos Strategic Total Return Fund
CSQ

Overview Fund Activity

124 hedge funds and large institutions have $313M invested in Calamos Strategic Total Return Fund in 2017 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 46 increasing their positions, 21 reducing their positions, and 10 closing their positions.

Holders
124
Holders Change
+18
Holders Change %
+16.98%
% of All Funds
2.82%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
28
Increased
46
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$8M
2
SIA
2
Starfire Investment Advisers
Michigan
$3.44M
3
CA
3
Cornerstone Advisors
North Carolina
$1.16M
4
GC
4
Guggenheim Capital
Illinois
$5.06M
5
VIA
5
Vident Investment Advisory
Georgia
$10.2M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$5.11M
2
Invesco
2
Invesco
Georgia
$2.13M
3
Cohen & Steers
3
Cohen & Steers
New York
$1.93M
4
CI
4
Conning Inc
Connecticut
$1.38M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.29M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$468K 38,744 +2,930 +8%
CA
52
Cetera Advisors
Colorado
$468K 38,751 +4,900 +14%
RJT
53
Raymond James Trust
Florida
$415K 34,305 +3,955 +13%
WA
54
WealthTrust Axiom
Pennsylvania
$414K 34,319 – –
ASN
55
Advisory Services Network
Georgia
$406K 33,628 -8,621 -20%
SWP
56
Stratos Wealth Partners
Ohio
$400K 33,121 +8,866 +37%
RIA
57
RPG Investment Advisory
California
$373K 30,900 -9,945 -24%
IFWM
58
Institute for Wealth Management
Colorado
$339K 27,905 +2,137 +8%
DA
59
Doliver Advisors
Texas
$334K 27,668 +27,668 New
NFG
60
Nations Financial Group
Iowa
$314K 26,025 – –
PAG
61
Private Advisor Group
New Jersey
$294K 23,768 -17,365 -42%
OC
62
Oppenheimer & Co
New York
$292K 24,153 +11,486 +91%
BWM
63
BerganKDV Wealth Management
Minnesota
$274K 22,718 +22,718 New
CCP
64
Corient Capital Partners
California
$218K 18,078 -968 -5%
WAAG
65
Wealth Alliance Advisory Group
Kansas
$211K 17,502 +17,502 New
CIA
66
Capital Investment Advisors
Georgia
$207K 17,116 – –
SCA
67
Snowden Capital Advisors
New York
$199K 16,445 +238 +1%
HFS
68
HL Financial Services
Kentucky
$190K 15,750 – –
Bank of New York Mellon
69
Bank of New York Mellon
New York
$188K 15,619 +15,619 New
BTS
70
BB&T Securities
Virginia
$184K 15,249 +726 +5%
Nuveen Asset Management
71
Nuveen Asset Management
Illinois
$184K 15,262 +1,727 +13%
MFW
72
Mosaic Family Wealth
Missouri
$177K 14,647 +125 +0.9%
YP
73
Yellowstone Partners
Idaho
$168K 13,875 – –
BF
74
BOK Financial
Oklahoma
$167K 13,820 +13,820 New
CL
75
CPWM LLC
Washington
$165K 13,681 -13,681 -50%
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