CSQ icon

Calamos Strategic Total Return Fund
CSQ

Overview Fund Activity

177 hedge funds and large institutions have $521M invested in Calamos Strategic Total Return Fund in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 48 reducing their positions, and 11 closing their positions.

Holders
177
Holders Change
+7
Holders Change %
+4.12%
% of All Funds
2.57%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
20
Increased
60
Reduced
48
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$8.34M
2
CA
2
Cornerstone Advisors
North Carolina
$8.13M
3
Bank of America
3
Bank of America
North Carolina
$77.4M
4
Wells Fargo
4
Wells Fargo
California
$46M
5
UBS Group
5
UBS Group
Switzerland
$68.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$63.5M
2
SFS
2
Shaker Financial Services
Virginia
$2.52M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$14M
4
AAM
4
Advisors Asset Management
Colorado
$7.38M
5
GC
5
Guggenheim Capital
Illinois
$9.51M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$3.06M 187,161 +1,642 +0.9%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$2.89M 176,447 -9,856 -5%
SFS
28
Shaker Financial Services
Virginia
$2.52M 153,903 -98,541 -39%
PCM
29
Pointe Capital Management
Michigan
$2.5M 153,019 – –
SC
30
Savant Capital
Illinois
$2.35M 143,776 – –
LCM
31
Landscape Capital Management
New Jersey
$2.25M 137,670 -36,984 -21%
HighTower Advisors
32
HighTower Advisors
Illinois
$1.99M 121,838 +11,167 +10%
BRWA
33
B. Riley Wealth Advisors
Florida
$1.98M 140,459 +1,357 +1%
CTC
34
Central Trust Company
Missouri
$1.82M 110,883 -1,687 -1%
USCWA
35
U.S. Capital Wealth Advisors
Texas
$1.81M 110,714 +100,067 +940%
CAN
36
Cetera Advisor Networks
California
$1.77M 108,067 +5,092 +5%
PWA
37
Prairie Wealth Advisors
Nebraska
$1.69M 103,185 +103,185 New
Mariner
38
Mariner
Kansas
$1.68M 102,637 +5,445 +6%
MWA
39
Meridian Wealth Advisors
Texas
$1.59M 97,222 – –
ACP
40
Aviance Capital Partners
Florida
$1.55M 94,975 +2,751 +3%
KIM
41
Karpus Investment Management
New York
$1.48M 90,568 +910 +1%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$1.47M 90,045 -8,952 -9%
SPIA
43
Steward Partners Investment Advisory
New York
$1.38M 84,440 +3,106 +4%
LSPW
44
Lake Street Private Wealth
Illinois
$1.28M 78,450 +750 +1%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$1.27M 77,592 +1,350 +2%
CWM
46
Calamos Wealth Management
Illinois
$1.01M 61,970 – –
NA
47
NewEdge Advisors
Louisiana
$970K 59,238 -1,607 -3%
Comerica Bank
48
Comerica Bank
Texas
$939K 57,373 +2,703 +5%
HI
49
Harbour Investments
Wisconsin
$904K 55,213 -2,357 -4%
MFIM
50
Mesirow Financial Investment Management
Illinois
$853K 52,104 +39 +0.1%
1
2
3 4 5