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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 %
PVM
51
Palogic Value Management
Texas
$835K 51,000 – –
CI
52
Conning Inc
Connecticut
$790K 48,281 +931 +2%
WS
53
Wedbush Securities
California
$783K 47,814 +2,079 +5%
CPC
54
Consolidated Planning Corp
Georgia
$777K 47,481 -10,903 -19%
PAG
55
Private Advisor Group
New Jersey
$776K 47,400 +828 +2%
M&T Bank
56
M&T Bank
New York
$737K 45,000 -1,027 -2%
9WM
57
9258 Wealth Management
Ohio
$702K 42,904 +1,049 +3%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$668K 40,799 +19,393 +91%
LA
59
Lifeworks Advisors
Michigan
$610K 37,284 – –
JE
60
JMAC Enterprises
Pennsylvania
$599K 36,616 -596 -2%
AWA
61
Arete Wealth Advisors
Illinois
$598K 36,538 +1,692 +5%
RJT
62
Raymond James Trust
Florida
$576K 35,185 – –
OC
63
Oppenheimer & Co
New York
$572K 34,949 +3,135 +10%
QCIG
64
Quad-Cities Investment Group
Iowa
$556K 33,978 -5,111 -13%
KAS
65
Kestra Advisory Services
Texas
$556K 33,968 +9,472 +39%
SCA
66
Snowden Capital Advisors
New York
$546K 33,335 +9,834 +42%
Goldman Sachs
67
Goldman Sachs
New York
$518K 31,646 – –
GWSG
68
GPS Wealth Strategies Group
Colorado
$500K 30,515 +350 +1%
DADC
69
D.A. Davidson & Co
Montana
$489K 29,880 +4,650 +18%
CCM
70
Canal Capital Management
Virginia
$465K 28,400 – –
ASN
71
Advisory Services Network
Georgia
$460K 28,081 -3,332 -11%
ZIG
72
Zuckerman Investment Group
Illinois
$458K 28,000 +28,000 New
SWA
73
Strategies Wealth Advisors
Michigan
$448K 27,362 +4,922 +22%
DJYG
74
David J. Yvars Group
Florida
$442K 27,072 +141 +0.5%
IWC
75
Integrated Wealth Concepts
Massachusetts
$435K 26,580 -3,745 -12%
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