CSQ icon

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 %
LIG
101
Lokken Investment Group
Delaware
$191K 12,966 – –
SFC
102
Strategic Financial Concepts
Texas
$186K 12,600 – –
IWM
103
IHT Wealth Management
Illinois
$176K 11,951 +11,951 New
LFAS
104
Level Four Advisory Services
Texas
$173K 11,707 – –
USCWA
105
U.S. Capital Wealth Advisors
Texas
$170K 11,504 +70 +0.6%
PWG
106
Private Wealth Group
Florida
$168K 11,404 – –
JFG
107
Jefferies Financial Group
New York
$167K 11,345 +485 +4%
GLA
108
Good Life Advisors
Pennsylvania
$164K 11,142 -2,644 -19%
M&T Bank
109
M&T Bank
New York
$163K 11,027 – –
EC
110
Elequin Capital
New York
$163K 11,023 +9,455 +603%
DLHL
111
Donald L. Hagan LLC
Florida
$162K 11,000 – –
CPIG
112
Chicago Partners Investment Group
Illinois
$157K 10,547 +115 +1%
PTC
113
Private Trust Company
Ohio
$155K 10,507 – –
LC
114
Lindbrook Capital
California
$153K 10,397 – –
KA
115
Kovack Advisors
Florida
$149K 10,092 -499 -5%
Kayne Anderson Rudnick Investment Management
116
Kayne Anderson Rudnick Investment Management
California
$148K 10,063 – –
SYBT
117
Stock Yards Bank & Trust
Kentucky
$148K 10,050 – –
AA
118
Aire Advisors
California
$138K 10,997 – –
DAM
119
Delta Asset Management
Tennessee
$114K 7,750 +7,750 New
BC
120
Barrett & Company
Rhode Island
$92.2K 6,249 – –
JPMorgan Chase & Co
121
JPMorgan Chase & Co
New York
$74.9K 5,081 -15,559 -75%
BFEC
122
Benjamin F. Edwards & Company
Missouri
$70K 4,747 +63 +1%
ADL
123
Asset Dedication LLC
California
$70K 4,800 +2,400 +100%
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
$66.1K 4,478 – –
PA
125
Parallel Advisors
California
$65.6K 4,448 -2,931 -40%
3 4
5
6 7