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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 %
KAS
51
Kestra Advisory Services
Texas
$1M 56,661 +33,733 +147%
Comerica Bank
52
Comerica Bank
Texas
$931K 52,568 +184 +0.4%
MFIM
53
Mesirow Financial Investment Management
Illinois
$925K 52,217 +37 +0.1%
EP
54
Essential Planning
New Hampshire
$916K 51,415 +51,415 New
LCM
55
Landscape Capital Management
New Jersey
$888K 50,124 -120,161 -71%
M&T Bank
56
M&T Bank
New York
$797K 45,000 – –
WA
57
Waverly Advisors
Alabama
$792K 44,721 +44,721 New
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$791K 44,670 +11,571 +35%
PVM
59
Palogic Value Management
Texas
$687K 38,800 -1,200 -3%
JE
60
JMAC Enterprises
Pennsylvania
$654K 36,928 +101 +0.3%
Baird Financial Group
61
Baird Financial Group
Wisconsin
$642K 36,267 -767 -2%
AWA
62
Arete Wealth Advisors
Illinois
$633K 35,766 -2,705 -7%
SCA
63
Snowden Capital Advisors
New York
$618K 34,706 +684 +2%
QCIG
64
Quad-Cities Investment Group
Iowa
$605K 34,146 +230 +0.7%
OC
65
Oppenheimer & Co
New York
$602K 33,992 +1,997 +6%
FG
66
Fairman Group
Pennsylvania
$589K 33,051 – –
PI
67
PFG Investments
New York
$581K 32,805 +5,447 +20%
Goldman Sachs
68
Goldman Sachs
New York
$560K 31,646 – –
Pathstone Holdings
69
Pathstone Holdings
New Jersey
$547K 30,885 – –
GWSG
70
GPS Wealth Strategies Group
Colorado
$540K 30,515 – –
EWA
71
EP Wealth Advisors
California
$537K 30,345 +1,048 +4%
LA
72
Lifeworks Advisors
Michigan
$525K 29,619 – –
AFG
73
Atomi Financial Group
New York
$521K 29,408 +1,587 +6%
ASN
74
Advisory Services Network
Georgia
$515K 29,090 -1,099 -4%
UWP
75
Uniting Wealth Partners
Kansas
$507K 28,606 +28,606 New
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3
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