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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 %
CAM
76
Cresset Asset Management
Illinois
$323K 21,897 +6,897 +46%
IFWM
77
Institute for Wealth Management
Colorado
$317K 21,498 -395 -2%
AWA
78
ARQ Wealth Advisors
Arizona
$315K 21,343 +186 +0.9%
SCA
79
SMH Capital Advisors
Texas
$314K 21,273 -199 -0.9%
KAS
80
Kestra Advisory Services
Texas
$308K 20,908 -127 -0.6%
CWP
81
Cyndeo Wealth Partners
Florida
$307K 20,818 – –
GSC
82
Grey Street Capital
Illinois
$299K 20,282 – –
ONB
83
Old National Bancorp
Indiana
$296K 20,075 +10,000 +99%
DAS
84
Dynamic Advisor Solutions
Arizona
$288K 19,543 +408 +2%
MFWP
85
Mosaic Family Wealth Partners
Missouri
$270K 18,312 +204 +1%
SWM
86
Silverlake Wealth Management
Vermont
$264K 17,897 +56 +0.3%
TA
87
TFG Advisers
Michigan
$260K 17,608 -409 -2%
WWM
88
Western Wealth Management
Colorado
$252K 17,088 – –
TC
89
Telemus Capital
Michigan
$251K 17,022 – –
JWCA
90
J.W. Cole Advisors
Florida
$249K 16,890 -3,840 -19%
MFG
91
Midwest Financial Group
Kansas
$246K 16,648 – –
SWP
92
Semus Wealth Partners
Florida
$242K 16,430 +413 +3%
LOPW
93
Live Oak Private Wealth
North Carolina
$239K 16,179 – –
EWA
94
EverSource Wealth Advisors
Alabama
$233K 15,824 – –
Mercer Global Advisors
95
Mercer Global Advisors
Colorado
$231K 15,653 +809 +5%
DLG
96
Daniel L. Goodwin
$229K 15,500 +15,500 New
Cetera Investment Advisers
97
Cetera Investment Advisers
Illinois
$228K 15,466 -1,556 -9%
SI
98
Stephens Inc
Arkansas
$227K 15,400 – –
LF
99
Lantz Financial
Illinois
$212K 14,400 – –
LWM
100
Laidlaw Wealth Management
New York
$202K 13,710 -600 -4%
2 3
4
5 6