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Calamos Strategic Total Return Fund
CSQ

Overview Fund Activity

156 hedge funds and large institutions have $436M invested in Calamos Strategic Total Return Fund in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 55 increasing their positions, 40 reducing their positions, and 12 closing their positions.

Holders
156
Holders Change
-9
Holders Change %
-5.45%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
55
Reduced
40
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$35.7M
2
BRWA
2
B. Riley Wealth Advisors
Florida
$4.4M
3
SC
3
Savant Capital
Illinois
$2.12M
4
SFS
4
Shaker Financial Services
Virginia
$1.8M
5
CPC
5
Consolidated Planning Corp
Georgia
$1.13M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$61.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$56.4M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4.76M
4
Bank of America
4
Bank of America
North Carolina
$67.1M
5
AWM
5
AE Wealth Management
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$67.1M 4,551,137 -51,429 -1%
UBS Group
2
UBS Group
Switzerland
$61.6M 4,173,865 -309,388 -7%
Morgan Stanley
3
Morgan Stanley
New York
$56.4M 3,825,407 -87,831 -2%
Wells Fargo
4
Wells Fargo
California
$35.7M 2,423,386 +240,057 +11%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$23.6M 1,597,849 +41,023 +3%
RJA
6
Raymond James & Associates
Florida
$21.4M 1,449,849 +28,986 +2%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$16.5M 1,121,494 +18,567 +2%
B
8
Bensler
Washington
$11.7M 791,656 +8,710 +1%
LPL Financial
9
LPL Financial
California
$10.8M 730,249 +75,740 +12%
GC
10
Guggenheim Capital
Illinois
$10.4M 706,278 +46,358 +7%
MGAM
11
McGowan Group Asset Management
Texas
$7.65M 518,839 -3,920 -0.7%
CA
12
Cetera Advisors
Colorado
$6.57M 445,429 -2,538 -0.6%
AAM
13
Advisors Asset Management
Colorado
$6.27M 424,969 +69,540 +20%
SWP
14
Stratos Wealth Partners
Ohio
$5.47M 370,738 +21,744 +6%
Osaic Holdings
15
Osaic Holdings
Arizona
$4.76M 322,973 -70,166 -18%
BRWA
16
B. Riley Wealth Advisors
Florida
$4.4M 298,212 +159,803 +115%
Ameriprise
17
Ameriprise
Minnesota
$4.28M 290,399 +14,579 +5%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$4.07M 276,196 +6,459 +2%
AWM
19
Apollon Wealth Management
South Carolina
$3.94M 267,369 +3,158 +1%
JPMPWA
20
J.P. Morgan Private Wealth Advisors
California
$3.93M 266,761 -18,841 -7%
Truist Financial
21
Truist Financial
North Carolina
$3.79M 256,964 +34,968 +16%
DC
22
Davenport & Co
Virginia
$3.52M 238,672 +4,551 +2%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$3.01M 204,271 -7,139 -3%
Stifel Financial
24
Stifel Financial
Missouri
$2.99M 202,587 +5,994 +3%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$2.78M 188,662 +7,231 +4%
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