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Calamos Strategic Total Return Fund
CSQ

Overview Fund Activity

186 hedge funds and large institutions have $543M invested in Calamos Strategic Total Return Fund in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 53 reducing their positions, and 13 closing their positions.

Holders
186
Holders Change
+9
Holders Change %
+5.08%
% of All Funds
2.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
57
Reduced
53
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$16.4M
2
CA
2
Clearstead Advisors
Ohio
$2.92M
3
Wells Fargo
3
Wells Fargo
California
$49.5M
4
RVPG
4
Relative Value Partners Group
$1.34M
5
AAM
5
Advisors Asset Management
Colorado
$8.53M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.93M
2
UBS Group
2
UBS Group
Switzerland
$68.7M
3
GC
3
Guggenheim Capital
Illinois
$8.48M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$4.7M
5
ZIG
5
Zuckerman Investment Group
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CA
26
Clearstead Advisors
Ohio
$2.92M 173,534 +173,534 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$2.82M 167,417 -9,030 -5%
PCM
28
Pointe Capital Management
Michigan
$2.56M 151,920 -1,099 -0.7%
SC
29
Savant Capital
Illinois
$2.46M 146,294 +2,518 +2%
SFS
30
Shaker Financial Services
Virginia
$2.41M 143,153 -10,750 -7%
BRWA
31
B. Riley Wealth Advisors
Florida
$2.36M 140,327 -132 -0.1%
HighTower Advisors
32
HighTower Advisors
Illinois
$2.34M 139,101 +17,263 +14%
LCM
33
Landscape Capital Management
New Jersey
$2.14M 127,193 -10,477 -8%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$1.93M 114,457 -154,196 -57%
PWA
35
Prairie Wealth Advisors
Nebraska
$1.74M 103,485 +300 +0.3%
CTC
36
Central Trust Company
Missouri
$1.73M 102,828 -8,055 -7%
ACP
37
Aviance Capital Partners
Florida
$1.65M 98,113 +3,138 +3%
Mariner
38
Mariner
Kansas
$1.65M 97,786 -4,851 -5%
MWA
39
Meridian Wealth Advisors
Texas
$1.64M 97,222 – –
SPIA
40
Steward Partners Investment Advisory
New York
$1.62M 96,182 +11,742 +14%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$1.52M 90,041 -4 -0%
KIM
42
Karpus Investment Management
New York
$1.51M 89,768 -800 -0.9%
USCWA
43
U.S. Capital Wealth Advisors
Texas
$1.44M 85,780 -24,934 -23%
LSPW
44
Lake Street Private Wealth
Illinois
$1.34M 79,700 +1,250 +2%
RVPG
45
Relative Value Partners Group
$1.34M 79,700 +79,700 New
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$1.33M 79,062 +1,470 +2%
CWM
47
Calamos Wealth Management
Illinois
$1.04M 61,970 – –
NA
48
NewEdge Advisors
Louisiana
$1.02M 60,315 +1,077 +2%
HI
49
Harbour Investments
Wisconsin
$979K 58,162 +2,949 +5%
MFIM
50
Mesirow Financial Investment Management
Illinois
$878K 52,141 +37 +0.1%
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