CSQ icon

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 %
ASN
51
Advisory Services Network
Georgia
$621K 42,079 +7,236 +21%
QCIG
52
Quad-Cities Investment Group
Iowa
$560K 37,979 +681 +2%
JE
53
JMAC Enterprises
Pennsylvania
$543K 36,815 +710 +2%
RJT
54
Raymond James Trust
Florida
$536K 36,370 – –
NFG
55
Nations Financial Group
Iowa
$536K 36,312 -2,144 -6%
Goldman Sachs
56
Goldman Sachs
New York
$467K 31,646 – –
OC
57
Oppenheimer & Co
New York
$449K 30,419 +12,504 +70%
GWSG
58
GPS Wealth Strategies Group
Colorado
$445K 30,165 -5,043 -14%
KPWS
59
Kestra Private Wealth Services
Texas
$421K 28,510 -469 -2%
CCM
60
Canal Capital Management
Virginia
$419K 28,400 -2,700 -9%
DADC
61
D.A. Davidson & Co
Montana
$416K 28,230 – –
CCG
62
Capital CS Group
California
$395K 26,804 -2,658 -9%
XF
63
XML Financial
Maryland
$390K 26,428 – –
SLWA
64
San Luis Wealth Advisors
California
$389K 26,385 +1,386 +6%
SMC
65
Smith, Moore & Co
Missouri
$389K 26,350 -1,000 -4%
IWC
66
Integrated Wealth Concepts
Massachusetts
$388K 26,294 +1,383 +6%
WA
67
WealthTrust Axiom
Pennsylvania
$386K 26,174 – –
AWS
68
Atria Wealth Solutions
New York
$380K 25,756 -12,599 -33%
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$379K 25,709 -1,775 -6%
OP
70
ORG Partners
Indiana
$363K 24,424 +24,424 New
EM
71
ELCO Management
New York
$358K 24,300 +200 +0.8%
IAIM
72
International Assets Investment Management
Florida
$356K 24,165 +2,040 +9%
SCA
73
Snowden Capital Advisors
New York
$352K 23,869 +376 +2%
Creative Planning
74
Creative Planning
Kansas
$349K 23,629 -182 -0.8%
KWA
75
Kellett Wealth Advisors
Ohio
$334K 22,667 – –
1 2
3
4 5