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Calamos Strategic Total Return Fund
CSQ

Overview Fund Activity

158 hedge funds and large institutions have $476M invested in Calamos Strategic Total Return Fund in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 61 increasing their positions, 30 reducing their positions, and 25 closing their positions.

Holders
158
Holders Change
-9
Holders Change %
-5.39%
% of All Funds
2.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
61
Reduced
30
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cetera Advisors
Colorado
$6.33M
2
Morgan Stanley
2
Morgan Stanley
New York
$66.7M
3
SFS
3
Shaker Financial Services
Virginia
$2.34M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$7.64M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$23.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$83.7M
2
UBS Group
2
UBS Group
Switzerland
$75.5M
3
FPOC
3
Financial Planners of Cleveland
Ohio
$0
4
AAM
4
Advisors Asset Management
Colorado
$4.49M
5
SA
5
Scarborough Advisors
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SCA
76
Snowden Capital Advisors
New York
$373K 21,278 +7,434 +54%
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$354K 20,173 -151 -0.7%
CAM
78
Cresset Asset Management
Illinois
$351K 20,042 +20,042 New
CCM
79
Canal Capital Management
Virginia
$343K 19,575 +5,400 +38%
SCA
80
SMH Capital Advisors
Texas
$341K 19,478 +1,016 +6%
SI
81
Stephens Inc
Arkansas
$326K 18,611 – –
SWM
82
Silverlake Wealth Management
Vermont
$309K 17,630 +610 +4%
TA
83
TFG Advisers
Michigan
$307K 17,534 -585 -3%
WA
84
WealthTrust Axiom
Pennsylvania
$305K 17,424 – –
JWCA
85
J.W. Cole Advisors
Florida
$302K 17,206 +748 +5%
LOPW
86
Live Oak Private Wealth
North Carolina
$284K 16,179 – –
OC
87
Oppenheimer & Co
New York
$279K 15,906 -38,033 -71%
PMG
88
ProVise Management Group
Florida
$263K 15,000 – –
MFW
89
Meristem Family Wealth
Minnesota
$263K 15,000 – –
DIA
90
Dana Investment Advisors
Wisconsin
$262K 14,938 – –
DAS
91
Dynamic Advisor Solutions
Arizona
$255K 14,524 +3,456 +31%
LF
92
Lantz Financial
Illinois
$252K 14,400 – –
LIG
93
Lokken Investment Group
Delaware
$243K 15,854 -4,306 -21%
MCC
94
Money Concepts Capital
Florida
$243K 13,852 +13,852 New
LWAC
95
Laurel Wealth Advisors (California)
California
$240K 13,677 +647 +5%
Cetera Investment Advisers
96
Cetera Investment Advisers
Illinois
$236K 13,486 +562 +4%
GWSG
97
GPS Wealth Strategies Group
Colorado
$236K 13,481 +13,481 New
SWM
98
SeaCrest Wealth Management
New York
$224K 12,774 +64 +0.5%
GLA
99
Good Life Advisors
Pennsylvania
$214K 12,234 +46 +0.4%
Cerity Partners
100
Cerity Partners
New York
$212K 12,092 +12,092 New
2 3
4
5 6