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Calamos Strategic Total Return Fund
CSQ

Overview Fund Activity

119 hedge funds and large institutions have $236M invested in Calamos Strategic Total Return Fund in 2015 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 36 increasing their positions, 33 reducing their positions, and 6 closing their positions.

Holders
119
Holders Change
+18
Holders Change %
+17.82%
% of All Funds
3.13%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
24
Increased
36
Reduced
33
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$12.8M
2
Stifel Financial
2
Stifel Financial
Missouri
$5.18M
3
DW
3
Domani Wealth
Pennsylvania
$4.61M
4
Morgan Stanley
4
Morgan Stanley
New York
$25.1M
5
GFM
5
Gramercy Funds Management
Connecticut
$2.73M

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$1.19M
2
WAM
2
Wolverine Asset Management
Illinois
$2.83M
3
DA
3
Doliver Advisors
Texas
$193K
4
AAM
4
Advisors Asset Management
Colorado
$22M
5
Wells Fargo
5
Wells Fargo
California
$13.8M
Name Market Value Shares Shares
Change 		Shares
Change %
DBT
101
Dubuque Bank & Trust
Iowa
$16K 1,621 – –
RAM
102
Riggs Asset Management
Pennsylvania
$15K 1,500 -1,500 -50%
Fifth Third Bancorp
103
Fifth Third Bancorp
Ohio
$13K 1,305 – –
MSFP
104
Mark Sheptoff Financial Planning
Connecticut
$10K 1,000 – –
BCM
105
Blume Capital Management
California
$10K 1,000 – –
BKA
106
Brick & Kyle Associates
Pennsylvania
$10K 1,000 – –
BIM
107
BlackRock Investment Management
Delaware
$10K 1,000 +1,000 New
WP
108
WealthPLAN Partners
Nebraska
$7.43K 750 +750 New
TRCT
109
Tower Research Capital (TRC)
New York
$7K 694 -4,549 -87%
CFA
110
Carroll Financial Associates
North Carolina
$7K 733 +733 New
AIM
111
Advantage Investment Management
Iowa
$6K 650 +500 +333%
KT
112
Kanaly Trust
Texas
$5K 500 – –
FCCM
113
First City Capital Management
Georgia
$4.95K 500 – –
ANBT
114
American National Bank & Trust
Texas
$4K 450 – –
TFA
115
Transamerica Financial Advisors
Florida
$1K 100 – –
DIA
116
Dana Investment Advisors
Wisconsin
$556 556 -40,625 -99%
ICAS
117
Investors Capital Advisory Services
Massachusetts
– – -11,126 Closed
TC
118
Trust Company
Kansas
– – -4,575 Closed
RIA
119
Regal Investment Advisors
Michigan
– – -3,000 Closed
RPG
120
Risk Paradigm Group
Texas
– – -593 Closed
WCM
121
Windsor Capital Management
Arizona
– – -302 Closed
CTB
122
Country Trust Bank
Illinois
– – -10 Closed
KCPG
123
Kavar Capital Partners Group
Kansas
$0 7 – –
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
$0 11 +11 New
PSI
125
Pinnacle Summer Investments
Virginia
$0 420 +420 New
1 2 3 4
5