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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 %
Citigroup
101
Citigroup
New York
$39K 3,672 -7,000 -66%
FHA
102
Flagship Harbor Advisors
Massachusetts
$38K 3,600 +3,600 New
PCFFS
103
Pacific Center for Financial Services
California
$36K 3,383 – –
FHB
104
First Hawaiian Bank
Hawaii
$35K 3,325 – –
TC
105
Trust Company
Kansas
$32K 3,017 – –
W
106
WealthOne
New York
$32K 3,000 +3,000 New
PB
107
Pinnacle Bancorp
Nebraska
$30K 2,800 +2,800 New
GWM
108
Geneos Wealth Management
Colorado
$29K 2,795 +895 +47%
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$25K 2,363 -3,635 -61%
ADL
110
Asset Dedication LLC
California
$25K 2,400 – –
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$25K 2,390 – –
LNB
112
Ledyard National Bank
$19K 1,814 – –
CWA
113
Clarus Wealth Advisors
Arizona
$17K 1,634 – –
BOPW
114
Brandywine Oak Private Wealth
Pennsylvania
$17K 1,635 +1,635 New
US Bancorp
115
US Bancorp
Minnesota
$16K 1,500 – –
VFA
116
Valeo Financial Advisors
Indiana
$14K 1,306 – –
BRC
117
Bell Rock Capital
Delaware
$13K 1,304 -2,608 -67%
HI
118
Human Investing
Oregon
$12K 1,100 +1,100 New
MSFP
119
Mark Sheptoff Financial Planning
Connecticut
$11K 1,000 – –
CIA
120
Cascade Investment Advisors
Oregon
$8.82K 833 – –
CFA
121
Carroll Financial Associates
North Carolina
$8K 733 – –
TAIM
122
TD Ameritrade Investment Management
Nebraska
$8K 730 +730 New
EWM
123
Edge Wealth Management
New York
$6K 600 – –
HNB
124
Huntington National Bank
Ohio
– – – –
NSIM
125
North Star Investment Management
Illinois
$4K 400 – –
3 4
5
6 7