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Calamos Strategic Total Return Fund
CSQ

Overview Fund Activity

155 hedge funds and large institutions have $357M invested in Calamos Strategic Total Return Fund in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 32 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
+4
Holders Change %
+2.65%
% of All Funds
2.68%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
21
Increased
54
Reduced
32
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MGAM
McGowan Group Asset Management
Texas
$6.58M
2
UBS Group
UBS Group
Switzerland
$57.2M
3
RJA
Raymond James & Associates
Florida
$17.2M
4
Wells Fargo
Wells Fargo
California
$24.5M
5
Morgan Stanley
Morgan Stanley
New York
$45.3M

Top Sellers

1
SFS
Shaker Financial Services
Virginia
$1.59M
2
KIM
Karpus Investment Management
New York
$0
3
Bank of America
Bank of America
North Carolina
$57.1M
4
GC
Guggenheim Capital
Illinois
$7.14M
5
WAM
Wolverine Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TFP
126
Tilia Fiduciary Partners
North Carolina
$34K – – –
CHA
127
Carmichael Hill & Associates
Maryland
$34K +$34K +2,745 New
US Bancorp
128
US Bancorp
Minnesota
$32K +$5.62K +453 +21%
GRP
129
Global Retirement Partners
California
$31K – – –
ADL
130
Asset Dedication LLC
California
$30K +$30K +2,400 New
Northwestern Mutual Wealth Management
131
Northwestern Mutual Wealth Management
Wisconsin
$28K – – –
FPFS
132
First Personal Financial Services
North Carolina
$27K +$27K +2,196 New
FF
133
FourThought Financial
Florida
$22K – – –
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$21K -$4.15K -328 -16%
PCFFS
135
Pacific Center for Financial Services
California
$21K – – –
DAC
136
Dividend Assets Capital
South Carolina
$20K – – –
AF
137
Advisornet Financial
Minnesota
$20K +$6.25K +500 +45%
CWM
138
Castle Wealth Management
Florida
$19K +$19K +1,500 New
MSFP
139
Mark Sheptoff Financial Planning
Connecticut
$13K – – –
TVWM
140
Tower View Wealth Management
Wisconsin
$13K +$265 +21 +2%
TWA
141
TCI Wealth Advisors
Arizona
$12K – – –
VNA
142
Valley National Advisers
Pennsylvania
$10K +$10K +825 New
NSIM
143
North Star Investment Management
Illinois
$5K – – –
BCWM
144
Bartlett & Co Wealth Management
Ohio
$3.38K – – –
CSB
145
City State Bank
Iowa
$3K – – –
BC
146
Bartlett & Co
Ohio
$3K – – –
CAL
147
Capital Analysts LLC
Pennsylvania
$3K – – –
KFI
148
Key Financial Inc
Pennsylvania
$3K – – –
SWA
149
SOA Wealth Advisors
New York
$3K +$65 +6 +2%
JWM
150
Janiczek Wealth Management
Colorado
$3K +$3K +237 New
3 4 5
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