Calamos Aksia Hedged Strategies Fund has 18 Schedule 13D or 13G filings on record since 2025-11-12. 5 holders' latest filing reports 5% or more of class i shares. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Calamos Aksia Hedged Strategies Fund (Offshore), Ltd. | 39.52% | 2,628,729 | SCHEDULE 13D/A, 2026-09-25 | 2026-09-23 |
| John P Calamos, Sr. | 16.2% | 950,845 | SCHEDULE 13D, 2026-07-07 | 2026-06-29 |
| Huang Ming | 14% | 682,451 | SCHEDULE 13G, 2026-05-01 | 2026-03-26 |
| Zhang Qin | 13% | 682,451 | SCHEDULE 13G, 2026-05-04 | 2026-03-26 |
| Calamos Wealth Management LLC | 12.7% | 743,450 | SCHEDULE 13G/A, 2026-07-06 | 2026-06-30 |
| Alexandros Panagiotidis | 3.6% | 138,913 | SCHEDULE 13G/A, 2026-04-01 | 2026-03-30 |
| Calamos Investments LLC | 0% | 0 | SCHEDULE 13G/A, 2026-07-07 | 2026-06-29 |
Purpose of Transaction (Item 4)
John P Calamos, Sr.
The Reporting Persons initially acquired and continue to beneficially own the Class I Shares for investment purposes. Depending on market conditions and other factors (including evaluation of the Issuer's businesses and prospects, availability of funds, alternative uses of funds and general economic conditions), the Reporting Persons may from time to time acquire additional securities of the Issuer or dispose of all or a portion of the Issuer. As of the date hereof, the Reporting Persons do not have any plan or proposal that relates to or would result in any of the transactions enumerated in sub items (a) through (j) of the instructions to Item 4 of this Schedule 13D.Item 4 of the SCHEDULE 13D filed 2026-07-07
Calamos Aksia Hedged Strategies Fund (Offshore), Ltd.
The Reporting Persons acquired and hold the Class I Shares for investment purposes. Depending on market conditions and other factors (including evaluation of the Issuer's businesses and prospects, availability of funds, alternative uses of funds and general economic conditions), the Reporting Persons may from time to time acquire additional securities of the Issuer or dispose of all or a portion of the Issuer. As of the date hereof, the Reporting Persons do not have any plan or proposal that relates to or would result in any of the transactions enumerated in sub items (a) through (j) of the instructions to Item 4 of this Schedule 13D.Item 4 of the SCHEDULE 13D/A filed 2026-09-25
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-11-12 | Calamos Wealth Management LLC | 23.5% | SCHEDULE 13G |
| 2025-11-14 | Alexandros Panagiotidis | 9.47% | SCHEDULE 13G |
| 2025-11-14 | John P Calamos, Sr. | 64.4% | SCHEDULE 13G |
| 2026-02-04 | Alexandros Panagiotidis | 5.9% | SCHEDULE 13G/A |
| 2026-02-04 | Calamos Wealth Management LLC | 23.5% | SCHEDULE 13G/A |
| 2026-02-04 | John P Calamos, Sr. | 40.4% | SCHEDULE 13G/A |
| 2026-03-04 | Calamos Wealth Management LLC | 25.7% | SCHEDULE 13G/A |
| 2026-04-01 | Alexandros Panagiotidis | 3.6% | SCHEDULE 13G/A |
| 2026-04-10 | Calamos Wealth Management LLC | 16.9% | SCHEDULE 13G/A |
| 2026-04-10 | John P. Calamos, Sr. | 24.5% | SCHEDULE 13G/A |
| 2026-05-01 | Calamos Aksia Hedged Strategies Fund (Offshore), Ltd. | 25.55% | SCHEDULE 13D |
| 2026-05-01 | Huang Ming | 14% | SCHEDULE 13G |
| 2026-05-04 | Zhang Qin | 13% | SCHEDULE 13G |
| 2026-07-06 | Calamos Wealth Management LLC | 12.7% | SCHEDULE 13G/A |
| 2026-07-07 | John P Calamos, Sr. | 16.2% | SCHEDULE 13D |
| 2026-07-07 | Calamos Investments LLC | 0% | SCHEDULE 13G/A |
| 2026-08-26 | Calamos Aksia Hedged Strategies Fund (Offshore), Ltd. | 28.78% | SCHEDULE 13D/A |
| 2026-09-25 | Calamos Aksia Hedged Strategies Fund (Offshore), Ltd. | 39.52% | SCHEDULE 13D/A |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.