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Calamos Strategic Total Return Fund
CSQ

Overview Fund Activity

151 hedge funds and large institutions have $364M invested in Calamos Strategic Total Return Fund in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 58 increasing their positions, 33 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
-7
Holders Change %
-4.43%
% of All Funds
2.55%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
58
Reduced
33
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$4.16M
2
SFS
Shaker Financial Services
Virginia
$5.65M
3
KIM
Karpus Investment Management
New York
$3.6M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$19.1M
5
Wells Fargo
Wells Fargo
California
$24.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$46.2M
2
UBS Group
UBS Group
Switzerland
$54.6M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$2.99M
4
Bank of America
Bank of America
North Carolina
$61.6M
5
AWS
Atria Wealth Solutions
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
126
Northwestern Mutual Wealth Management
Wisconsin
$29K – – –
US Bancorp
127
US Bancorp
Minnesota
$28K -$26.4K -2,003 -49%
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$26K +$4.29K +328 +20%
FF
129
FourThought Financial
Florida
$23K – – –
PCFFS
130
Pacific Center for Financial Services
California
$22K – – –
DAC
131
Dividend Assets Capital
South Carolina
$21K – – –
AF
132
Advisornet Financial
Minnesota
$14K – – –
TWA
133
TCI Wealth Advisors
Arizona
$13K – – –
MSFP
134
Mark Sheptoff Financial Planning
Connecticut
$13K – – –
ZB
135
Zions Bancorporation
Utah
$13K – – –
TVWM
136
Tower View Wealth Management
Wisconsin
$13K +$103 +8 +0.8%
CIA
137
Cascade Investment Advisors
Oregon
$10.9K – – –
JPMorgan Chase & Co
138
JPMorgan Chase & Co
New York
$6K +$6K +425 New
NSIM
139
North Star Investment Management
Illinois
$5K – – –
BC
140
Bartlett & Co
Ohio
$4K – – –
DI
141
Disciplined Investments
Oklahoma
$4K – – –
BCWM
142
Bartlett & Co Wealth Management
Ohio
$3.54K – – –
KFI
143
Key Financial Inc
Pennsylvania
$3K – – –
CAL
144
Capital Analysts LLC
Pennsylvania
$3K – – –
CSB
145
City State Bank
Iowa
$3K – – –
SWA
146
SOA Wealth Advisors
New York
$3K +$66 +6 +2%
BRWM
147
B. Riley Wealth Management
Tennessee
$2.06K -$820 -62,571 -29%
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
$377 -$81 -5,700 -18%
WIM
149
Westside Investment Management
California
$42 +$42 +3,234 New
AWS
150
Atria Wealth Solutions
New York
– -$761K -43,424 Closed
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