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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 %
LF
126
Lee Financial
Texas
$4K 358 – –
FEG
127
Financial Enhancement Group
Indiana
$3K 223 – –
CIAS
128
Capital Investment Advisory Services
North Carolina
$2K 176 +176 New
FGC
129
Financial Gravity Companies
Texas
$1K 71 +71 New
NA
130
NewEdge Advisors
Louisiana
$113 10,678 -640 -6%
OFG
131
OTA Financial Group
New York
– – -55,817 Closed
Cohen & Steers
132
Cohen & Steers
New York
– – -54,387 Closed
IFWM
133
Institute for Wealth Management
Colorado
– – -29,875 Closed
CWM
134
Cornerstone Wealth Management
Missouri
– – -24,680 Closed
JPMPWA
135
J.P. Morgan Private Wealth Advisors
California
– – -23,901 Closed
BWM
136
BerganKDV Wealth Management
Minnesota
– – -23,458 Closed
William Blair & Company
137
William Blair & Company
Illinois
– – -12,778 Closed
FMII
138
Farmers & Merchants Investments Inc
Nebraska
– – -10,439 Closed
FIM
139
Freedom Investment Management
Connecticut
– – -10,332 Closed
SCP
140
Seizert Capital Partners
Michigan
– – -10,200 Closed
TW
141
Transform Wealth
Colorado
– – -10,100 Closed
CGT
142
Capital Guardian Trust
California
– – -5,287 Closed
KJWM
143
Kiley Juergens Wealth Management
Washington
– – -4,156 Closed
IP
144
Intellectus Partners
California
– – -3,250 Closed
S
145
SignatureFD
Georgia
– – -2,683 Closed
OIA
146
OneDigital Investment Advisors
Kansas
– – -2,300 Closed
TPWA
147
TRUE Private Wealth Advisors
Oregon
– – -2,290 Closed
BFC
148
Bedel Financial Consulting
Indiana
– – -1,400 Closed
OIA
149
Optimum Investment Advisors
Illinois
– – -1,000 Closed
CFA
150
Camarda Financial Advisors
Florida
– – -764 Closed
3 4 5
6
7