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Calamos Strategic Total Return Fund
CSQ

Overview Fund Activity

130 hedge funds and large institutions have $264M invested in Calamos Strategic Total Return Fund in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 31 increasing their positions, 37 reducing their positions, and 23 closing their positions.

Holders
130
Holders Change
–
Holders Change %
0%
% of All Funds
2.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
31
Reduced
37
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$3.25M
2
Bank of America
2
Bank of America
North Carolina
$57.8M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$1.47M
4
BlackRock
4
BlackRock
New York
$1.3M
5
UBS Group
5
UBS Group
Switzerland
$47.4M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$4.26M
2
CWM
2
Cornerstone Wealth Management
Missouri
$0
3
AAM
3
Advisors Asset Management
Colorado
$19.1M
4
Cohen & Steers
4
Cohen & Steers
New York
$0
5
OFG
5
OTA Financial Group
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WA
51
WealthTrust Axiom
Pennsylvania
$336K 31,821 -998 -3%
SPIA
52
Steward Partners Investment Advisory
New York
$325K 30,714 +15 +0%
COLIM
53
City of London Investment Management
United Kingdom
$310K 29,300 – –
TA
54
TFG Advisers
Michigan
$304K 28,728 +28,728 New
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$293K 27,682 -10,998 -28%
RIA
56
RPG Investment Advisory
California
$276K 26,080 -420 -2%
NFG
57
Nations Financial Group
Iowa
$276K 26,025 – –
SI
58
Stephens Inc
Arkansas
$255K 24,121 +3,855 +19%
M&T Bank
59
M&T Bank
New York
$227K 21,450 +10,000 +87%
ZIG
60
Zuckerman Investment Group
Illinois
$226K 21,297 – –
SCA
61
Snowden Capital Advisors
New York
$190K 17,943 +274 +2%
WAAG
62
Wealth Alliance Advisory Group
Kansas
$187K 17,698 +111 +0.6%
BTS
63
BB&T Securities
Virginia
$179K 16,934 +77 +0.5%
SWM
64
SeaCrest Wealth Management
New York
$177K 16,688 +58 +0.3%
AWA
65
Arete Wealth Advisors
Illinois
$175K 16,541 -37,212 -69%
BCM
66
Brookstone Capital Management
Illinois
$164K 15,479 +4,384 +40%
CIA
67
Capital Investment Advisors
Georgia
$163K 15,383 – –
Baird Financial Group
68
Baird Financial Group
Wisconsin
$163K 15,376 +1,675 +12%
QAM
69
QCI Asset Management
New York
$161K 15,196 – –
MFW
70
Mosaic Family Wealth
Missouri
$161K 15,166 +99 +0.7%
APA
71
American Portfolios Advisors
New York
$155K 14,595 – –
DAS
72
Dynamic Advisor Solutions
Arizona
$149K 12,786 -1,300 -9%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$149K 14,091 – –
LWAC
74
Laurel Wealth Advisors (California)
California
$148K 14,032 +14,032 New
SCA
75
Sage Capital Advisors
South Dakota
$147K 13,926 +233 +2%
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3
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