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Calamos Strategic Total Return Fund
CSQ

Overview Fund Activity

165 hedge funds and large institutions have $407M invested in Calamos Strategic Total Return Fund in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 41 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+3
Holders Change %
+1.85%
% of All Funds
2.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
57
Reduced
41
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$54.8M
2
Wells Fargo
2
Wells Fargo
California
$30.6M
3
Bank of America
3
Bank of America
North Carolina
$64.4M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$21.8M
5
CWM
5
Calamos Wealth Management
Illinois
$1.06M

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$612K
2
GC
2
Guggenheim Capital
Illinois
$9.24M
3
UBS Group
3
UBS Group
Switzerland
$62.8M
4
DIA
4
Dana Investment Advisors
Wisconsin
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EC
151
Elequin Capital
New York
$22K +$8.44K +603 +62%
DAC
152
Dividend Assets Capital
South Carolina
$21K – – –
MSFP
153
Mark Sheptoff Financial Planning
Connecticut
$14K – – –
CIA
154
Cascade Investment Advisors
Oregon
$11.7K +$11.7K +833 New
WP
155
WealthPLAN Partners
Nebraska
$8.76K +$8.76K +626 New
NSIM
156
North Star Investment Management
Illinois
$5.6K – – –
SWA
157
SOA Wealth Advisors
New York
$4.07K +$84 +6 +2%
BC
158
Bartlett & Co
Ohio
$4K – – –
BCWM
159
Bartlett & Co Wealth Management
Ohio
$3.78K – – –
KFI
160
Key Financial Inc
Pennsylvania
$3.5K – – –
CSB
161
City State Bank
Iowa
$3K – – –
Commonwealth Equity Services
162
Commonwealth Equity Services
Massachusetts
$2.96K -$318 -22,692 -10%
RWPA
163
Richard W. Paul & Associates
Michigan
$1.06K – – –
IBOK
164
Independence Bank of Kentucky
Kentucky
$112 -$2.28K -163 -95%
DIA
165
Dana Investment Advisors
Wisconsin
– -$444K -33,074 Closed
Bank of Montreal
166
Bank of Montreal
Ontario, Canada
– -$417K -31,045 Closed
AAS
167
Avantax Advisory Services
Texas
– -$179K -13,360 Closed
MCC
168
Money Concepts Capital
Florida
– -$165K -12,289 Closed
BPWM
169
Badgley Phelps Wealth Managers
Washington
– -$145K -10,793 Closed
VF
170
Virtu Financial
New York
– -$145K -10,783 Closed
HSA
171
HBK Sorce Advisory
Pennsylvania
– -$136K -10,114 Closed
IA
172
IFP Advisors
Florida
– -$90K -7,190 Closed
AWM
173
Accurate Wealth Management
Florida
– -$48.9K -3,600 Closed
PP
174
PrairieView Partners
Minnesota
– -$24K -1,823 Closed
TVWM
175
Tower View Wealth Management
Wisconsin
– -$14K -1,044 Closed
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