Insider filing report for Changes in Beneficial Ownership
- Schedule 13G & 13D forms are used to report a party's ownership of stock which exceeds 5% of a company's total stock issue.
- Schedule 13G is a shorter version of Schedule 13D with fewer reporting requirements.
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- Peter Lynch
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SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 |
SCHEDULE 13D
Under the Securities Exchange Act of 1934
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Calamos Aksia Hedged Strategies Fund (Name of Issuer) |
Class I Common Stock (Title of Class of Securities) |
12811G306 (CUSIP Number) |
Erik D. Ojala 2020 Calamos Ct, Naperville, IL, 60563 (630) 245-7200 (Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications) |
06/29/2026 (Date of Event Which Requires Filing of This Statement) |
If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of §§ 240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following box.
The information required on the remainder of this cover page shall not be deemed to be “filed” for the purpose of Section 18 of the
Securities Exchange Act of 1934 (“Act”) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other
provisions of the Act (however, see the Notes).
SCHEDULE 13D
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| CUSIP No. | 12811G306 |
| 1 |
Name of reporting person
John P Calamos, Sr. | ||||||||
| 2 | Check the appropriate box if a member of a Group (See Instructions)
 (a)
(b)
| ||||||||
| 3 | SEC use only | ||||||||
| 4 |
Source of funds (See Instructions)
OO | ||||||||
| 5 |
Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)
| ||||||||
| 6 | Citizenship or place of organization
UNITED STATES
| ||||||||
| Number of Shares Beneficially Owned by Each Reporting Person With: |
| ||||||||
| 11 | Aggregate amount beneficially owned by each reporting person
950,844.53 | ||||||||
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)
| ||||||||
| 13 | Percent of class represented by amount in Row (11)
16.2 % | ||||||||
| 14 | Type of Reporting Person (See Instructions)
IN |
Comment for Type of Reporting Person:
The percentage reflected in Row 13 was calculated based on 5,869,565 total shares of Class I Common Stock outstanding as of 6/30/2026.
SCHEDULE 13D
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| CUSIP No. | 12811G306 |
| 1 |
Name of reporting person
Calamos Advisors LLC | ||||||||
| 2 | Check the appropriate box if a member of a Group (See Instructions)
(a)
(b)
| ||||||||
| 3 | SEC use only | ||||||||
| 4 |
Source of funds (See Instructions)
WC | ||||||||
| 5 |
Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)
| ||||||||
| 6 | Citizenship or place of organization
DELAWARE
| ||||||||
| Number of Shares Beneficially Owned by Each Reporting Person With: |
| ||||||||
| 11 | Aggregate amount beneficially owned by each reporting person
11,888.57 | ||||||||
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)
| ||||||||
| 13 | Percent of class represented by amount in Row (11)
0.20 % | ||||||||
| 14 | Type of Reporting Person (See Instructions)
IA |
Comment for Type of Reporting Person:
The percentage reflected in Row 13 was calculated based on 5,869,565 total shares of Class I Common Stock outstanding as of 6/30/2026.
SCHEDULE 13D
|
| CUSIP No. | 12811G306 |
| 1 |
Name of reporting person
Calamos Family Partners, Inc. | ||||||||
| 2 | Check the appropriate box if a member of a Group (See Instructions)
(a)
(b)
| ||||||||
| 3 | SEC use only | ||||||||
| 4 |
Source of funds (See Instructions)
OO | ||||||||
| 5 |
Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)
| ||||||||
| 6 | Citizenship or place of organization
DELAWARE
| ||||||||
| Number of Shares Beneficially Owned by Each Reporting Person With: |
| ||||||||
| 11 | Aggregate amount beneficially owned by each reporting person
938,955.96 | ||||||||
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)
| ||||||||
| 13 | Percent of class represented by amount in Row (11)
16.0 % | ||||||||
| 14 | Type of Reporting Person (See Instructions)
CO |
Comment for Type of Reporting Person:
The percentage reflected in Row 13 was calculated based on 5,869,565 total shares of Class I Common Stock outstanding as of 6/30/2026.
SCHEDULE 13D
|
| Item 1. | Security and Issuer |
| (a) | Title of Class of Securities:
Class I Common Stock |
| (b) | Name of Issuer:
Calamos Aksia Hedged Strategies Fund |
| (c) | Address of Issuer's Principal Executive Offices:
2020 Calamos Ct, Naperville,
ILLINOIS
, 60563. |
| Item 2. | Identity and Background |
| (a) | John P Calamos, Sr. Calamos Advisors LLC Calamos Family Partners, Inc. Mr. Calamos is the founder, chairman, and Global Chief Investment Officer of Calamos Advisors LLC and is the President of Calamos Family Partners, Inc. 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. |
| (b) | c/o Calamos Advisors LLC 2020 Calamos Ct Naperville, IL 60563 |
| (c) | John P Calamos, Sr. - United States citizen Calamos Advisors LLC - Delaware limited liability company Calamos Family Partners, Inc. - Delaware corporation |
| (d) | Each Reporting Person has not, during the last five years, been convicted in a criminal proceeding (excluding traffic violations or similar misdemeanors). |
| (e) | Each Reporting Person has not, during the last five years, been a party to a civil proceeding of a judicial or administrative body of competent jurisdiction as a result of which the Reporting Person was or is subject to a judgment, decree or final order enjoining future violations of, or prohibiting or mandating activities subject to, federal or state securities laws or finding any violation with respect to such laws. |
| (f) | John P Calamos, Sr. - United States Calamos Advisors LLC - Delaware Calamos Family Partners, Inc. - Delaware |
| Item 3. | Source and Amount of Funds or Other Consideration |
As of June 29, 2026, 938,955 shares of Class I Common Stock were acquired by Calamos Family Partners, Inc. via an in-kind pro rata distribution as part of a reorganization of funds under common control. No consideration was exchanged in the transaction. | |
| Item 4. | Purpose of Transaction |
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 5. | Interest in Securities of the Issuer |
| (a) | The following information is based on 5,869,565 total shares of Class I Common Stock outstanding as of 6/30/2026. The Reporting Persons beneficially owned 950,844 shares of Class I Common Stock, representing 16.2% of the outstanding shares. Calamos Advisors LLC was the direct beneficial owner of 11,888 shares, and Calamos Family Partners, Inc. was the direct beneficial owner of 938,955 shares. |
| (b) | By virtue of the relationship among the Reporting Persons described in Item 2, Calamos Advisors LLC may be deemed to share the power to vote or dispose of 11,888 shares; Calamos Family Partners, Inc. may be deemed to share the power to vote or direct the vote or dispose of 938,955 shares; and Mr. Calamos may be deemed to share the power to direct the vote or direct the disposition with respect to all 950,844 shares. |
| (c) | Except as otherwise set forth in this Statement and pursuant to ordinary course reinvestment of dividends, none of the Reporting Persons has effected any transactions in the Class I Shares in the past 60 days. |
| (d) | Except as stated within this Item 5, to the knowledge of the Reporting Persons, only the Reporting Persons have the right to receive or the power to direct the receipt of dividends from, or proceeds from the sale of, the Class I Shares reported by this Schedule 13D. |
| (e) | Not applicable. |
| Item 6. | Contracts, Arrangements, Understandings or Relationships With Respect to Securities of the Issuer |
Except for the joint filing agreement attached hereto as Exhibit 1 and the aforementioned ability of Mr. Calamos to direct the vote and disposition of the Class I Shares directly held by the other Reporting Persons, to the best knowledge of the Reporting Persons, except as set forth herein in this Schedule 13D, there are no other contracts, arrangements, understandings or relationships (legal or otherwise), including, but not limited to, transfer or voting of any of the securities, finder's fees, joint ventures, loan or option arrangements, puts or calls, guarantees of profits, division of profits or loss, or the giving or withholding of proxies, between the Reporting Person, and any other person, with respect to any securities of the Issuer, including any securities pledged or otherwise subject to a contingency the occurrence of which would give another person voting power or investment power over such securities other than standard default and similar provisions contained in loan agreements. | |
| Item 7. | Material to be Filed as Exhibits. |
Exhibit 1: Joint Filing Agreement between the Reporting Persons, dated as of July 7, 2026. |
| SIGNATURE | |
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
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