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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$83.7M 4,773,390 -306,154 -6%
UBS Group
2
UBS Group
Switzerland
$75.5M 4,309,512 -175,990 -4%
Morgan Stanley
3
Morgan Stanley
New York
$66.7M 3,802,921 +152,145 +4%
Wells Fargo
4
Wells Fargo
California
$30.9M 1,763,059 +15,668 +0.9%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$23.2M 1,321,536 +52,631 +4%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$20.6M 1,174,155 +36,422 +3%
RJA
7
Raymond James & Associates
Florida
$18.3M 1,043,439 +7,739 +0.7%
B
8
Bensler
Washington
$12.9M 736,558 +27,322 +4%
GC
9
Guggenheim Capital
Illinois
$11.2M 638,415 +7,098 +1%
LPL Financial
10
LPL Financial
California
$9.65M 550,567 +39,929 +8%
Osaic Holdings
11
Osaic Holdings
Arizona
$7.64M 417,496 +73,584 +21%
SWP
12
Stratos Wealth Partners
Ohio
$6.91M 394,270 -372 -0.1%
CA
13
Cetera Advisors
Colorado
$6.33M 361,245 +194,227 +116%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$6.24M 355,889 +1,208 +0.3%
AWM
15
Apollon Wealth Management
South Carolina
$4.71M 268,660 -2,375 -0.9%
AAM
16
Advisors Asset Management
Colorado
$4.49M 256,014 -68,624 -21%
Ameriprise
17
Ameriprise
Minnesota
$4.21M 239,849 +1,107 +0.5%
BRWM
18
B. Riley Wealth Management
Tennessee
$3.84M 219,301 +26,648 +14%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$3.68M 209,924 +9,787 +5%
DC
20
Davenport & Co
Virginia
$3.66M 208,750 +8,228 +4%
Truist Financial
21
Truist Financial
North Carolina
$3.41M 194,759 +10,095 +5%
Stifel Financial
22
Stifel Financial
Missouri
$3.36M 191,782 -3,750 -2%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$3.27M 186,715 -1,545 -0.8%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$2.71M 154,429 -3,036 -2%
PCM
25
Pointe Capital Management
Michigan
$2.64M 150,813 -15,357 -9%
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