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Calamos Strategic Total Return Fund
CSQ

Overview Fund Activity

201 hedge funds and large institutions have $603M invested in Calamos Strategic Total Return Fund in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 68 increasing their positions, 47 reducing their positions, and 11 closing their positions.

Holders
201
Holders Change
+14
Holders Change %
+7.49%
% of All Funds
2.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
30
Increased
68
Reduced
47
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$55.7M
2
CA
2
Cornerstone Advisors
North Carolina
$20.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$77M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$12M
5
EP
5
Essential Planning
New Hampshire
$916K

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$265K
2
LCM
2
Landscape Capital Management
New Jersey
$888K
3
Bank of America
3
Bank of America
North Carolina
$83.9M
4
CI
4
Conning Inc
Connecticut
$0
5
Walleye Capital
5
Walleye Capital
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$3.13M 176,890 +13,613 +8%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$3.1M 175,020 -1,362 -0.8%
PCM
28
Pointe Capital Management
Michigan
$2.62M 147,722 +1,825 +1%
CA
29
Clearstead Advisors
Ohio
$2.59M 146,050 +1,045 +0.7%
SC
30
Savant Capital
Illinois
$2.55M 143,883 +107 +0.1%
SPIA
31
Steward Partners Investment Advisory
New York
$2.44M 137,699 +15,287 +12%
HighTower Advisors
32
HighTower Advisors
Illinois
$2.41M 135,959 +3,081 +2%
PWA
33
Prairie Wealth Advisors
Nebraska
$1.97M 110,685 +3,950 +4%
Mariner
34
Mariner
Kansas
$1.78M 100,471 +1,401 +1%
BRWA
35
B. Riley Wealth Advisors
Florida
$1.74M 97,515 -9,155 -9%
ACP
36
Aviance Capital Partners
Florida
$1.73M 97,937 -775 -0.8%
MWA
37
Meridian Wealth Advisors
Texas
$1.72M 97,222 – –
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$1.64M 92,710 +865 +0.9%
CTC
39
Central Trust Company
Missouri
$1.61M 90,865 -11,963 -12%
USCWA
40
U.S. Capital Wealth Advisors
Texas
$1.56M 87,828 +62 +0.1%
FFS
41
Founders Financial Securities
Maryland
$1.55M 87,250 +34,200 +64%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$1.39M 78,494 +525 +0.7%
AWS
43
Atria Wealth Solutions
New York
$1.37M 77,084 +46,777 +154%
Invesco
44
Invesco
Georgia
$1.36M 76,669 +9,602 +14%
PAG
45
Private Advisor Group
New Jersey
$1.16M 65,622 +9,366 +17%
LSPW
46
Lake Street Private Wealth
Illinois
$1.13M 63,700 -16,250 -20%
CWM
47
Calamos Wealth Management
Illinois
$1.1M 61,970 – –
HI
48
Harbour Investments
Wisconsin
$1.07M 60,153 -3,263 -5%
NA
49
NewEdge Advisors
Louisiana
$1.04M 58,591 -467 -0.8%
KIM
50
Karpus Investment Management
New York
$1.03M 58,088 -1,380 -2%
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