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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 %
WA
76
WealthTrust Axiom
Pennsylvania
$428K 26,174 – –
XF
77
XML Financial
Maryland
$428K 26,128 – –
CCG
78
Capital CS Group
California
$424K 25,919 +3,121 +14%
Invesco
79
Invesco
Georgia
$422K 25,766 +10,101 +64%
PI
80
PFG Investments
New York
$402K 24,545 +24,545 New
OP
81
ORG Partners
Indiana
$399K 24,424 +24,424 New
EM
82
ELCO Management
New York
$387K 23,623 -577 -2%
Wealth Enhancement Advisory Services
83
Wealth Enhancement Advisory Services
Minnesota
$386K 23,554 +3,937 +20%
Envestnet Asset Management
84
Envestnet Asset Management
Illinois
$382K 23,355 +2,725 +13%
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$381K 23,268 -1,090 -4%
SMC
86
Smith, Moore & Co
Missouri
$366K 22,350 – –
SP
87
Stonebrook Private
Michigan
$357K 21,809 -1,432 -6%
NFG
88
Nations Financial Group
Iowa
$352K 21,487 -2,800 -12%
KPWS
89
Kestra Private Wealth Services
Texas
$347K 21,190 -20 -0.1%
CWP
90
Cyndeo Wealth Partners
Florida
$341K 20,818 – –
AFG
91
Atomi Financial Group
New York
$333K 20,328 -1,171 -5%
ONB
92
Old National Bancorp
Indiana
$329K 20,075 – –
IFWM
93
Institute for Wealth Management
Colorado
$328K 20,017 – –
GPFA
94
Game Plan Financial Advisors
Ohio
$327K 20,000 – –
MFWP
95
Mosaic Family Wealth Partners
Missouri
$309K 18,900 +194 +1%
DAS
96
Dynamic Advisor Solutions
Arizona
$304K 18,550 +23 +0.1%
SCA
97
SMH Capital Advisors
Texas
$302K 18,428 +1,924 +12%
CFP
98
Cascade Financial Partners
California
$296K 18,723 +18,723 New
SWM
99
Silverlake Wealth Management
Vermont
$296K 18,061 +53 +0.3%
IAIM
100
International Assets Investment Management
Florida
$295K 18,066 -600 -3%
2 3
4
5 6