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Calamos Strategic Total Return Fund
CSQ

Overview Fund Activity

148 hedge funds and large institutions have $430M invested in Calamos Strategic Total Return Fund in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 55 increasing their positions, 34 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
–
Holders Change %
0%
% of All Funds
2.61%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
55
Reduced
34
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FP
1
Financial Perspectives
Minnesota
$5.62M
2
RJA
2
Raymond James & Associates
Florida
$17.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$57.3M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$2.73M
5
UBS Group
5
UBS Group
Switzerland
$75.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$90M
2
LPL Financial
2
LPL Financial
California
$7.89M
3
Wells Fargo
3
Wells Fargo
California
$27.6M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$19.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAC
126
Dividend Assets Capital
South Carolina
$27K – – –
APA
127
American Portfolios Advisors
New York
$25.2K – – –
VFA
128
Valeo Financial Advisors
Indiana
$23K – – –
TWA
129
TCI Wealth Advisors
Arizona
$17K – – –
MSFP
130
Mark Sheptoff Financial Planning
Connecticut
$17K – – –
CFFP
131
Center for Financial Planning
Michigan
$17K – – –
CIA
132
Cascade Investment Advisors
Oregon
$14.4K – – –
NFG
133
Next Financial Group
Texas
$13K – – –
CFA
134
Carroll Financial Associates
North Carolina
$12K – – –
CAGAS
135
Capital Advisory Group Advisory Services
Minnesota
$11K – – –
NSIM
136
North Star Investment Management
Illinois
$7K – – –
FCA
137
FinTrust Capital Advisors
South Carolina
$6K +$6K +333 New
BC
138
Bartlett & Co
Ohio
$5K – – –
BCWM
139
Bartlett & Co Wealth Management
Ohio
$4.65K – – –
SWA
140
SOA Wealth Advisors
New York
$4K +$48 +3 +1%
KFI
141
Key Financial Inc
Pennsylvania
$4K +$4K +250 New
AWA
142
Arkadios Wealth Advisors
Georgia
$3K +$59 +4 +2%
AMC
143
Asset Management Corp
Illinois
$343 +$3 +154 +0.8%
FGAM
144
Financial Gravity Asset Management
Texas
$22 +$22 +1,265 New
Cambridge Investment Research Advisors
145
Cambridge Investment Research Advisors
Iowa
– -$2.44M -154,213 Closed
LWM
146
Laidlaw Wealth Management
New York
– -$1.14M -71,879 Closed
M&T Bank
147
M&T Bank
New York
– -$339K -21,450 Closed
CSPIA
148
Cary Street Partners Investment Advisory
Virginia
– -$222K -14,070 Closed
Bessemer Group
149
Bessemer Group
New Jersey
– -$197K -12,500 Closed
NA
150
NewEdge Advisors
Louisiana
– -$181K -11,476 Closed
3 4 5
6
7