CSQ icon

Calamos Strategic Total Return Fund

147 hedge funds and large institutions have $460M invested in Calamos Strategic Total Return Fund in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 55 increasing their positions, 34 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
-1
Holders Change %
-0.68%
% of All Funds
2.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
13
Increased
55
Reduced
34
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
APA
126
American Portfolios Advisors
New York
$26.6K
AA
127
Addison Advisors
Vermont
$24K +$24K +1,341 New
CFFP
128
Center for Financial Planning
Michigan
$18K
TWA
129
TCI Wealth Advisors
Arizona
$18K
MSFP
130
Mark Sheptoff Financial Planning
Connecticut
$18K
ZB
131
Zions Bancorporation
Utah
$18K +$18K +1,000 New
CIA
132
Cascade Investment Advisors
Oregon
$15.2K
NFG
133
Next Financial Group
Texas
$14K
CFA
134
Carroll Financial Associates
North Carolina
$13K
CAGAS
135
Capital Advisory Group Advisory Services
Minnesota
$11K
HFA
136
Hoover Financial Advisors
Pennsylvania
$9K +$9K +518 New
NSIM
137
North Star Investment Management
Illinois
$7K
BC
138
Bartlett & Co
Ohio
$5K
KFI
139
Key Financial Inc
Pennsylvania
$5K
CAL
140
Capital Analysts LLC
Pennsylvania
$5K +$5K +250 New
BCWM
141
Bartlett & Co Wealth Management
Ohio
$4.91K
SWA
142
SOA Wealth Advisors
New York
$4K +$63 +4 +2%
AWA
143
Arkadios Wealth Advisors
Georgia
$3K +$57 +4 +2%
TFGT
144
TS Financial Group (TSFG)
Illinois
$1K
BFA
145
Brendel Financial Advisors
New Hampshire
$1K +$1K +81 New
CWM
146
Centric Wealth Management
Illinois
-$538K -31,223 Closed
IAIM
147
International Assets Investment Management
Florida
-$345K -20,939 Closed
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
-$278K -15,290 Closed
FAIM
149
Financial Advocates Investment Management
Washington
-$213K -12,366 Closed
KOC
150
Koss-Olinger Consulting
Florida
-$182K -10,585 Closed