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Calamos Strategic Total Return Fund
CSQ

Overview Fund Activity

164 hedge funds and large institutions have $422M invested in Calamos Strategic Total Return Fund in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 44 increasing their positions, 47 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+8
Holders Change %
+5.13%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
44
Reduced
47
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$36.4M
2
Osaic Holdings
Osaic Holdings
Arizona
$6.41M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$23.9M
4
AAM
Advisors Asset Management
Colorado
$7.03M
5
Comerica Bank
Comerica Bank
Texas
$822K

Top Sellers

1
BRWA
B. Riley Wealth Advisors
Florida
$1.98M
2
SFS
Shaker Financial Services
Virginia
$0
3
GC
Guggenheim Capital
Illinois
$9.36M
4
RJA
Raymond James & Associates
Florida
$19.8M
5
AWA
Arete Wealth Advisors
Illinois
$481K
Name Holding Trade Value Shares
Change 		Shares
Change %
RW
151
RVW Wealth
California
$15.5K +$15.5K +1,103 New
MSFP
152
Mark Sheptoff Financial Planning
Connecticut
$14.1K – – –
FGA
153
Fortis Group Advisors
New Jersey
$14.1K +$14.1K +1,000 New
AWM
154
Avior Wealth Management
Nebraska
$7.43K +$7.43K +528 New
NSIM
155
North Star Investment Management
Illinois
$5.63K – – –
FFA
156
Farther Finance Advisors
California
$4.32K +$4.32K +307 New
SWA
157
SOA Wealth Advisors
New York
$4.27K +$85 +6 +2%
BC
158
Bartlett & Co
Ohio
$4K – – –
BCWM
159
Bartlett & Co Wealth Management
Ohio
$3.8K – – –
KFI
160
Key Financial Inc
Pennsylvania
$3.52K – – –
CSB
161
City State Bank
Iowa
$3K – – –
CAL
162
Capital Analysts LLC
Pennsylvania
$1K – – –
TFGT
163
TS Financial Group (TSFG)
Illinois
$1K – – –
TRCT
164
Tower Research Capital (TRC)
New York
$633 +$633 +45 New
IBOK
165
Independence Bank of Kentucky
Kentucky
$113 – – –
SFS
166
Shaker Financial Services
Virginia
– -$1.8M -122,271 Closed
SLWA
167
San Luis Wealth Advisors
California
– -$389K -26,385 Closed
OP
168
ORG Partners
Indiana
– -$363K -24,424 Closed
Creative Planning
169
Creative Planning
Kansas
– -$349K -23,629 Closed
AWA
170
ARQ Wealth Advisors
Arizona
– -$315K -21,343 Closed
LWM
171
Laidlaw Wealth Management
New York
– -$202K -13,710 Closed
LFAS
172
Level Four Advisory Services
Texas
– -$173K -11,707 Closed
EC
173
Elequin Capital
New York
– -$163K -11,023 Closed
DLHL
174
Donald L. Hagan LLC
Florida
– -$162K -11,000 Closed
AA
175
Aire Advisors
California
– -$138K -10,997 Closed
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