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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 %
DLHL
101
Donald L. Hagan LLC
Florida
$193K 11,000 – –
BPWM
102
Badgley Phelps Wealth Managers
Washington
$189K 10,793 – –
AAS
103
Avantax Advisory Services
Texas
$184K 10,482 +10,482 New
DA
104
Doliver Advisors
Texas
$181K 10,337 -18,703 -64%
SYBT
105
Stock Yards Bank & Trust
Kentucky
$176K 10,050 – –
Kayne Anderson Rudnick Investment Management
106
Kayne Anderson Rudnick Investment Management
California
$176K 10,063 – –
SCA
107
Sage Capital Advisors
South Dakota
$169K 10,018 +10,018 New
PMFA
108
Plante Moran Financial Advisors
Michigan
$164K 9,366 +9,366 New
Koshinski Asset Management
109
Koshinski Asset Management
Illinois
$162K 9,226 +320 +4%
APA
110
American Portfolios Advisors
New York
$131K 7,479 – –
LC
111
Lindbrook Capital
California
$131K 7,499 – –
SWM
112
Spire Wealth Management
Virginia
$131K 7,453 +168 +2%
AIP
113
Ahrens Investment Partners
Louisiana
$123K 7,037 +4,523 +180%
PA
114
Parallel Advisors
California
$116K 6,578 +582 +10%
GC
115
Gould Capital
Washington
$112K 6,408 +42 +0.7%
IA
116
IFP Advisors
Florida
$111K 8,840 +8,840 New
BFEC
117
Benjamin F. Edwards & Company
Missouri
$106K 6,053 +80 +1%
FP
118
Financial Perspectives
Minnesota
$105K 5,976 +67 +1%
SBL
119
Sargent Bickham Lagudis
Colorado
$94K 5,380 – –
HNB
120
Huntington National Bank
Ohio
– – – –
US Bancorp
121
US Bancorp
Minnesota
$72K 4,129 – –
AF
122
Allworth Financial
California
$69K 3,958 – –
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
$63K 3,618 – –
AWM
124
Avior Wealth Management
Nebraska
$56K 3,200 – –
First Manhattan
125
First Manhattan
New York
$54K 3,100 – –
3 4
5
6 7