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Calamos Strategic Total Return Fund
CSQ

Overview Fund Activity

158 hedge funds and large institutions have $476M invested in Calamos Strategic Total Return Fund in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 61 increasing their positions, 30 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
-9
Holders Change %
-5.39%
% of All Funds
2.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
61
Reduced
30
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cetera Advisors
Colorado
$6.33M
2
Morgan Stanley
2
Morgan Stanley
New York
$66.7M
3
SFS
3
Shaker Financial Services
Virginia
$2.34M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$7.64M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$23.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$83.7M
2
UBS Group
2
UBS Group
Switzerland
$75.5M
3
FPOC
3
Financial Planners of Cleveland
Ohio
$0
4
AAM
4
Advisors Asset Management
Colorado
$4.49M
5
SA
5
Scarborough Advisors
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
151
Bartlett & Co Wealth Management
Ohio
$4.73K +$4.73K +270 New
CSB
152
City State Bank
Iowa
$4K – – –
CAL
153
Capital Analysts LLC
Pennsylvania
$4K – – –
KFI
154
Key Financial Inc
Pennsylvania
$4K – – –
SWA
155
SOA Wealth Advisors
New York
$4K +$60 +4 +2%
Fidelity Investments
156
Fidelity Investments
Massachusetts
$4K +$3.98K +251 +25,100%
TRCT
157
Tower Research Capital (TRC)
New York
$1K +$1K +83 New
FPOC
158
Financial Planners of Cleveland
Ohio
– -$1.56M -83,487 Closed
SA
159
Scarborough Advisors
Maryland
– -$1.08M -55,947 Closed
AWA
160
Arete Wealth Advisors
Illinois
– -$717K -37,279 Closed
Bank of New York Mellon
161
Bank of New York Mellon
New York
– -$624K -32,359 Closed
CFGS
162
Concourse Financial Group Securities
Alabama
– -$416K -21,442 Closed
SPC
163
Sigma Planning Corp
Michigan
– -$409K -21,187 Closed
Baird Financial Group
164
Baird Financial Group
Wisconsin
– -$357K -18,529 Closed
CAN
165
Claraphi Advisory Network
United States
– -$341K -17,668 Closed
Susquehanna International Group
166
Susquehanna International Group
Pennsylvania
– -$235K -12,221 Closed
WAAG
167
Wealth Alliance Advisory Group
Kansas
– -$211K -10,929 Closed
RIA
168
RPG Investment Advisory
California
– -$205K -10,650 Closed
CWS
169
Confluence Wealth Services
Pennsylvania
– -$104K -5,410 Closed
CA
170
CoreCap Advisors
Michigan
– -$94K -4,850 Closed
FFG
171
Ford Financial Group
California
– -$77 -4,000 Closed
SC
172
Steph & Co
Wisconsin
– -$75K -3,900 Closed
GWM
173
Geneos Wealth Management
Colorado
– -$66K -3,445 Closed
MPWT
174
MassMutual Private Wealth & Trust
Connecticut
– -$45K -2,324 Closed
AWA
175
Amplius Wealth Advisors
Pennsylvania
– -$24K -1,250 Closed
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