organization · Reporting owner
Calamos Investments LLC
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Calamos Aksia Hedged Strategies FundN/A · Entity 19330 | 10% owner | June 29, 2026 | July 01, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Calamos Aksia Hedged Strategies Fund
Report date June 29, 2026 · Filed July 01, 2026
Jointly reported with CALAMOS JOHN P SR, Calamos Advisors LLC
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class I Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-06-29 transaction · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · 2026-06-29 · Other · Disposed 938,955.955 · Balance 0 F1: The transactions reported reflect an in-kind distribution of 938,955.955 Class I Common stock of the issuer from Calamos Investments LLC to Calamos Family Partners, Inc. F3: John P. Calamos, Sr., Calamos Investments LLC, and Calamos Advisors LLC are members of a "group" for purposes of Section 13(d) of the Exchange Act. Mr. Calamos is the founder, chairman, and Global Chief Investment Officer of Calamos Investments LLC and Calamos Advisors LLC. Calamos Investments LLC is the sole member and manager of Calamos Advisors LLC. Each reporting person disclaims beneficial ownership of the shares held by the other group members, except to the extent of their respective pecuniary interest therein. F4: Shares held directly by Calamos Investments LLC. |
| Class I Common StockSEC Table I · non-derivative | Direct | 11,888.571 |
Reported balance
Holding disclosure · report date 2026-06-29 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 11,888.571 F2: Balance includes shares acquired through dividend reinvestment on 12/15/2025. F3: John P. Calamos, Sr., Calamos Investments LLC, and Calamos Advisors LLC are members of a "group" for purposes of Section 13(d) of the Exchange Act. Mr. Calamos is the founder, chairman, and Global Chief Investment Officer of Calamos Investments LLC and Calamos Advisors LLC. Calamos Investments LLC is the sole member and manager of Calamos Advisors LLC. Each reporting person disclaims beneficial ownership of the shares held by the other group members, except to the extent of their respective pecuniary interest therein. F5: Shares held directly by Calamos Advisors LLC. |
| Class I Common StockSEC Table I · non-derivative | IndirectIndirect through Calamos Family Partners, Inc. | 938,955.955 |
Reported balance
After 2026-06-29 transaction · row 2
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 2 · 2026-06-29 · Other · Acquired 938,955.955 · Balance 938,955.955 F1: The transactions reported reflect an in-kind distribution of 938,955.955 Class I Common stock of the issuer from Calamos Investments LLC to Calamos Family Partners, Inc. F2: Balance includes shares acquired through dividend reinvestment on 12/15/2025. |
| Class A Common StockSEC Table I · non-derivative | Direct | 3,046.308 |
Reported balance
Holding disclosure · report date 2026-06-29 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 3,046.308 F2: Balance includes shares acquired through dividend reinvestment on 12/15/2025. F3: John P. Calamos, Sr., Calamos Investments LLC, and Calamos Advisors LLC are members of a "group" for purposes of Section 13(d) of the Exchange Act. Mr. Calamos is the founder, chairman, and Global Chief Investment Officer of Calamos Investments LLC and Calamos Advisors LLC. Calamos Investments LLC is the sole member and manager of Calamos Advisors LLC. Each reporting person disclaims beneficial ownership of the shares held by the other group members, except to the extent of their respective pecuniary interest therein. F4: Shares held directly by Calamos Investments LLC. |
| Class C Common StockSEC Table I · non-derivative | Direct | 3,040.58 |
Reported balance
Holding disclosure · report date 2026-06-29 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 3,040.58 F2: Balance includes shares acquired through dividend reinvestment on 12/15/2025. F3: John P. Calamos, Sr., Calamos Investments LLC, and Calamos Advisors LLC are members of a "group" for purposes of Section 13(d) of the Exchange Act. Mr. Calamos is the founder, chairman, and Global Chief Investment Officer of Calamos Investments LLC and Calamos Advisors LLC. Calamos Investments LLC is the sole member and manager of Calamos Advisors LLC. Each reporting person disclaims beneficial ownership of the shares held by the other group members, except to the extent of their respective pecuniary interest therein. F4: Shares held directly by Calamos Investments LLC. |
| Class M Common StockSEC Table I · non-derivative | Direct | 3,042.514 |
Reported balance
Holding disclosure · report date 2026-06-29 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 3,042.514 F2: Balance includes shares acquired through dividend reinvestment on 12/15/2025. F3: John P. Calamos, Sr., Calamos Investments LLC, and Calamos Advisors LLC are members of a "group" for purposes of Section 13(d) of the Exchange Act. Mr. Calamos is the founder, chairman, and Global Chief Investment Officer of Calamos Investments LLC and Calamos Advisors LLC. Calamos Investments LLC is the sole member and manager of Calamos Advisors LLC. Each reporting person disclaims beneficial ownership of the shares held by the other group members, except to the extent of their respective pecuniary interest therein. F4: Shares held directly by Calamos Investments LLC. |
Filing footnotes · ownership attribution and instrument terms
F1: The transactions reported reflect an in-kind distribution of 938,955.955 Class I Common stock of the issuer from Calamos Investments LLC to Calamos Family Partners, Inc.
F2: Balance includes shares acquired through dividend reinvestment on 12/15/2025.
F3: John P. Calamos, Sr., Calamos Investments LLC, and Calamos Advisors LLC are members of a "group" for purposes of Section 13(d) of the Exchange Act. Mr. Calamos is the founder, chairman, and Global Chief Investment Officer of Calamos Investments LLC and Calamos Advisors LLC. Calamos Investments LLC is the sole member and manager of Calamos Advisors LLC. Each reporting person disclaims beneficial ownership of the shares held by the other group members, except to the extent of their respective pecuniary interest therein.
F4: Shares held directly by Calamos Investments LLC.
F5: Shares held directly by Calamos Advisors LLC.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 29, 2026 Filed Jul 1, 2026 21:21 UTC | Calamos Aksia Hedged Strategies Fund N/A · Entity 19330 | OtherClass I Common Stock | 938,955.955 | $0.00 | $0.00 |
DisclosureSEC source: 0001248580-26-000011 · primary_doc.xml · nonDerivative · entry 2 CALAMOS JOHN P SR · CIK 0001248580 · Global CIO · 10% owner Calamos Investments LLC · CIK 0001536407 · 10% owner Calamos Advisors LLC · CIK 0001316507 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Indirect through Calamos Family Partners, Inc. Disclosed balance after: 938,955.955 F1 · kind: The transactions reported reflect an in-kind distribution of 938,955.955 Class I Common stock of the issuer from Calamos Investments LLC to Calamos Family Partners, Inc. F2 · balance_after: Balance includes shares acquired through dividend reinvestment on 12/15/2025. Read SEC document |
| June 29, 2026 Filed Jul 1, 2026 21:21 UTC | Calamos Aksia Hedged Strategies Fund N/A · Entity 19330 | OtherClass I Common Stock | 938,955.955 | $0.00 | $0.00 |
DisclosureSEC source: 0001248580-26-000011 · primary_doc.xml · nonDerivative · entry 1 CALAMOS JOHN P SR · CIK 0001248580 · Global CIO · 10% owner Calamos Investments LLC · CIK 0001536407 · 10% owner Calamos Advisors LLC · CIK 0001316507 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: The transactions reported reflect an in-kind distribution of 938,955.955 Class I Common stock of the issuer from Calamos Investments LLC to Calamos Family Partners, Inc. F3 · ownership.direct: John P. Calamos, Sr., Calamos Investments LLC, and Calamos Advisors LLC are members of a "group" for purposes of Section 13(d) of the Exchange Act. Mr. Calamos is the founder, chairman, and Global Chief Investment Officer of Calamos Investments LLC and Calamos Advisors LLC. Calamos Investments LLC is the sole member and manager of Calamos Advisors LLC. Each reporting person disclaims beneficial ownership of the shares held by the other group members, except to the extent of their respective pecuniary interest therein. F4 · ownership.direct: Shares held directly by Calamos Investments LLC. Read SEC document |
| October 02, 2025 Filed Mar 12, 2026 20:51 UTC | Calamos Aksia Hedged Strategies Fund N/A · Entity 19330 | PurchaseClass I Common Stock | 497.804 | $10.14 | $5,047.73 |
DisclosureSEC source: 0001248580-26-000004 · primary_doc.xml · nonDerivative · entry 1 CALAMOS JOHN P SR · CIK 0001248580 · Global CIO · 10% owner Calamos Investments LLC · CIK 0001536407 · 10% owner Calamos Advisors LLC · CIK 0001316507 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Calamos Advisors LLC Disclosed balance after: 11,700.494 Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 22:15 UTC | Calamos Aksia Hedged Strategies Fund N/A · Entity 19330 | OtherClass I Common Stock | 11,202.69 | $0.00 | $0.00 |
DisclosureSEC source: 0001248580-25-000006 · form4-10022025_101004.xml · nonDerivative · entry 6 CALAMOS JOHN P SR · CIK 0001248580 · Global CIO · 10% owner Calamos Investments LLC · CIK 0001536407 · 10% owner Calamos Advisors LLC · CIK 0001316507 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,202.69 F6 · shares: Acquisition of issuer securities via a pro rata distribution of portfolio securities by a limited partnership of which Calamos Advisors LLC is a limited partner. F3 · ownership.nature: John P. Calamos, Sr., Calamos Investments LLC, and Calamos Advisors LLC are members of a "group" for purposes of Section 13(d) of the Exchange Act. Mr. Calamos is the founder, chairman, and Global Chief Investment Officer of Calamos Investments LLC and Calamos Advisors LLC. Calamos Investments LLC is the sole member and manager of Calamos Advisors LLC. Each reporting person disclaims beneficial ownership of the shares held by the other group members, except to the extent of their respective pecuniary interest therein. F7 · ownership.nature: Shares held directly by Calamos Advisors LLC. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 22:15 UTC | Calamos Aksia Hedged Strategies Fund N/A · Entity 19330 | OtherClass I Common Stock | 923,101.64 | $0.00 | $0.00 |
DisclosureSEC source: 0001248580-25-000006 · form4-10022025_101004.xml · nonDerivative · entry 5 CALAMOS JOHN P SR · CIK 0001248580 · Global CIO · 10% owner Calamos Investments LLC · CIK 0001536407 · 10% owner Calamos Advisors LLC · CIK 0001316507 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 924,101.64 F5 · shares: Acquisition of issuer securities via a pro rata distribution of portfolio securities by a limited partnership of which Calamos Investments LLC is a limited partner. F3 · ownership.nature: John P. Calamos, Sr., Calamos Investments LLC, and Calamos Advisors LLC are members of a "group" for purposes of Section 13(d) of the Exchange Act. Mr. Calamos is the founder, chairman, and Global Chief Investment Officer of Calamos Investments LLC and Calamos Advisors LLC. Calamos Investments LLC is the sole member and manager of Calamos Advisors LLC. Each reporting person disclaims beneficial ownership of the shares held by the other group members, except to the extent of their respective pecuniary interest therein. F4 · ownership.nature: Shares held directly by Calamos Investments LLC. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 22:15 UTC | Calamos Aksia Hedged Strategies Fund N/A · Entity 19330 | GrantClass M Common Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001248580-25-000006 · form4-10022025_101004.xml · nonDerivative · entry 4 CALAMOS JOHN P SR · CIK 0001248580 · Global CIO · 10% owner Calamos Investments LLC · CIK 0001536407 · 10% owner Calamos Advisors LLC · CIK 0001316507 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,000 F1 · shares: Calamos Investments LLC exchanged 9,000 shares of Class I Common Stock for 3,000 shares of Class A Common Stock, 3,000 shares of Class C Common Stock, and 3,000 shares of Class M Common Stock for no additional consideration. F3 · ownership.nature: John P. Calamos, Sr., Calamos Investments LLC, and Calamos Advisors LLC are members of a "group" for purposes of Section 13(d) of the Exchange Act. Mr. Calamos is the founder, chairman, and Global Chief Investment Officer of Calamos Investments LLC and Calamos Advisors LLC. Calamos Investments LLC is the sole member and manager of Calamos Advisors LLC. Each reporting person disclaims beneficial ownership of the shares held by the other group members, except to the extent of their respective pecuniary interest therein. F4 · ownership.nature: Shares held directly by Calamos Investments LLC. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 22:15 UTC | Calamos Aksia Hedged Strategies Fund N/A · Entity 19330 | GrantClass C Common Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001248580-25-000006 · form4-10022025_101004.xml · nonDerivative · entry 3 CALAMOS JOHN P SR · CIK 0001248580 · Global CIO · 10% owner Calamos Investments LLC · CIK 0001536407 · 10% owner Calamos Advisors LLC · CIK 0001316507 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,000 F1 · shares: Calamos Investments LLC exchanged 9,000 shares of Class I Common Stock for 3,000 shares of Class A Common Stock, 3,000 shares of Class C Common Stock, and 3,000 shares of Class M Common Stock for no additional consideration. F3 · ownership.nature: John P. Calamos, Sr., Calamos Investments LLC, and Calamos Advisors LLC are members of a "group" for purposes of Section 13(d) of the Exchange Act. Mr. Calamos is the founder, chairman, and Global Chief Investment Officer of Calamos Investments LLC and Calamos Advisors LLC. Calamos Investments LLC is the sole member and manager of Calamos Advisors LLC. Each reporting person disclaims beneficial ownership of the shares held by the other group members, except to the extent of their respective pecuniary interest therein. F4 · ownership.nature: Shares held directly by Calamos Investments LLC. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 22:15 UTC | Calamos Aksia Hedged Strategies Fund N/A · Entity 19330 | GrantClass A Common Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001248580-25-000006 · form4-10022025_101004.xml · nonDerivative · entry 2 CALAMOS JOHN P SR · CIK 0001248580 · Global CIO · 10% owner Calamos Investments LLC · CIK 0001536407 · 10% owner Calamos Advisors LLC · CIK 0001316507 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,000 F1 · shares: Calamos Investments LLC exchanged 9,000 shares of Class I Common Stock for 3,000 shares of Class A Common Stock, 3,000 shares of Class C Common Stock, and 3,000 shares of Class M Common Stock for no additional consideration. F3 · ownership.nature: John P. Calamos, Sr., Calamos Investments LLC, and Calamos Advisors LLC are members of a "group" for purposes of Section 13(d) of the Exchange Act. Mr. Calamos is the founder, chairman, and Global Chief Investment Officer of Calamos Investments LLC and Calamos Advisors LLC. Calamos Investments LLC is the sole member and manager of Calamos Advisors LLC. Each reporting person disclaims beneficial ownership of the shares held by the other group members, except to the extent of their respective pecuniary interest therein. F4 · ownership.nature: Shares held directly by Calamos Investments LLC. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 22:15 UTC | Calamos Aksia Hedged Strategies Fund N/A · Entity 19330 | Disposition to issuerClass I Common Stock | 9,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001248580-25-000006 · form4-10022025_101004.xml · nonDerivative · entry 1 CALAMOS JOHN P SR · CIK 0001248580 · Global CIO · 10% owner Calamos Investments LLC · CIK 0001536407 · 10% owner Calamos Advisors LLC · CIK 0001316507 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,000 F1 · shares: Calamos Investments LLC exchanged 9,000 shares of Class I Common Stock for 3,000 shares of Class A Common Stock, 3,000 shares of Class C Common Stock, and 3,000 shares of Class M Common Stock for no additional consideration. F2 · ownership.nature: Shares held directly by Calamos Investments LLC, previously reported as indirectly owned by John P. Calamos, Sr. F3 · ownership.nature: John P. Calamos, Sr., Calamos Investments LLC, and Calamos Advisors LLC are members of a "group" for purposes of Section 13(d) of the Exchange Act. Mr. Calamos is the founder, chairman, and Global Chief Investment Officer of Calamos Investments LLC and Calamos Advisors LLC. Calamos Investments LLC is the sole member and manager of Calamos Advisors LLC. Each reporting person disclaims beneficial ownership of the shares held by the other group members, except to the extent of their respective pecuniary interest therein. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.