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Calamos Strategic Total Return Fund
CSQ

188 hedge funds and large institutions have $544M invested in Calamos Strategic Total Return Fund in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 54 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

6% more funds holding

Funds holding: 178 → 188 (+10)

6% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 54

4% more capital invested

Capital invested by funds: $522M → $544M (+$22.5M)

0.4% more ownership

Funds ownership: 20.11% → 20.51% (+0.4%)

Holders
188
Holders Change
+10
Holders Change %
+5.62%
% of All Funds
2.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
57
Reduced
54
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Cornerstone Advisors
North Carolina
+$7.78M
2
SFC
Strategic Financial Concepts
Texas
+$3.16M
3
CA
Clearstead Advisors
Ohio
+$2.81M
4
Wells Fargo
Wells Fargo
California
+$2.09M
5
RVPG
Relative Value Partners Group
+$1.29M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$2.5M
2
UBS Group
UBS Group
Switzerland
-$1.66M
3
GC
Guggenheim Capital
Illinois
-$1.25M
4
Osaic Holdings
Osaic Holdings
Arizona
-$1.18M
5
ZIG
Zuckerman Investment Group
Illinois
-$458K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
76
Atria Wealth Solutions
New York
$497K +$236K +14,557 +97%
CCM
77
Canal Capital Management
Virginia
$478K – – –
PI
78
PFG Investments
New York
$463K +$48.2K +2,970 +12%
DJYG
79
David J. Yvars Group
Florida
$460K +$2.25K +139 +0.5%
IWC
80
Integrated Wealth Concepts
Massachusetts
$453K +$5.24K +323 +1%
WA
81
WealthTrust Axiom
Pennsylvania
$441K – – –
FFS
82
Founders Financial Securities
Maryland
$438K +$422K +25,995 New
CCG
83
Capital CS Group
California
$438K +$1.01K +62 +0.2%
XF
84
XML Financial
Maryland
$420K -$19.5K -1,200 -5%
SLWA
85
San Luis Wealth Advisors
California
$404K +$389K +24,008 New
SWA
86
Strategies Wealth Advisors
Michigan
$402K -$56.8K -3,500 -13%
AFG
87
Atomi Financial Group
New York
$396K +$51.3K +3,166 +16%
OP
88
ORG Partners
Indiana
$394K -$16.2K -1,000 -4%
EM
89
ELCO Management
New York
$386K -$11.4K -700 -3%
KAS
90
Kestra Advisory Services
Texas
$384K -$181K -11,188 -33%
SMC
91
Smith, Moore & Co
Missouri
$368K -$8.11K -500 -2%
Mercer Global Advisors
92
Mercer Global Advisors
Colorado
$364K -$27.2K -1,677 -7%
NFG
93
Nations Financial Group
Iowa
$362K – – –
Wealth Enhancement Advisory Services
94
Wealth Enhancement Advisory Services
Minnesota
$359K -$36.2K -2,232 -9%
KPWS
95
Kestra Private Wealth Services
Texas
$357K +$503 +31 +0.1%
Envestnet Asset Management
96
Envestnet Asset Management
Illinois
$354K -$38.2K -2,353 -10%
CWP
97
Cyndeo Wealth Partners
Florida
$351K – – –
ONB
98
Old National Bancorp
Indiana
$338K – – –
GPFA
99
Game Plan Financial Advisors
Ohio
$337K – – –
IFWM
100
Institute for Wealth Management
Colorado
$336K -$1.02K -63 -0.3%
2 3
4
5 6

CSQ Hedge Fund Activity: Q2 2024 in Review

188 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Calamos Strategic Total Return Fund (CSQ) for Q2 2024, worth a combined $544M — up 4.3% from $522M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new CSQ positions and 13 closed out — a net gain of 12 holders — while 57 added to existing stakes and 54 trimmed.

The largest buyer was Cornerstone Advisors, adding an estimated $7.78M. The largest seller was JP Morgan Chase, cutting an estimated $2.5M.

  • 188 institutional investors held Calamos Strategic Total Return Fund (CSQ) as of Q2 2024, up from 178 in Q1 2024.
  • Funds reported $544M of Calamos Strategic Total Return Fund stock for Q2 2024, up 4.3% quarter-over-quarter.
  • 25 funds opened new Calamos Strategic Total Return Fund positions in Q2 2024 and 13 closed out, a net change of +12 holders.
  • The largest Calamos Strategic Total Return Fund buyer in Q2 2024 was Cornerstone Advisors, an estimated $7.78M added.
  • The largest Calamos Strategic Total Return Fund seller in Q2 2024 was JP Morgan Chase, an estimated $2.5M sold.

Based on aggregated 13F filings for Q2 2024.