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Calamos Strategic Total Return Fund
CSQ

Overview Fund Activity

186 hedge funds and large institutions have $543M invested in Calamos Strategic Total Return Fund in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 53 reducing their positions, and 13 closing their positions.

Holders
186
Holders Change
+9
Holders Change %
+5.08%
% of All Funds
2.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
57
Reduced
53
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$16.4M
2
CA
2
Clearstead Advisors
Ohio
$2.92M
3
Wells Fargo
3
Wells Fargo
California
$49.5M
4
RVPG
4
Relative Value Partners Group
$1.34M
5
AAM
5
Advisors Asset Management
Colorado
$8.53M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.93M
2
UBS Group
2
UBS Group
Switzerland
$68.7M
3
GC
3
Guggenheim Capital
Illinois
$8.48M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$4.7M
5
ZIG
5
Zuckerman Investment Group
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
76
Canal Capital Management
Virginia
$478K 28,400 – –
PI
77
PFG Investments
New York
$463K 27,515 +2,970 +12%
DJYG
78
David J. Yvars Group
Florida
$460K 27,211 +139 +0.5%
IWC
79
Integrated Wealth Concepts
Massachusetts
$453K 26,903 +323 +1%
WA
80
WealthTrust Axiom
Pennsylvania
$441K 26,174 – –
FFS
81
Founders Financial Securities
Maryland
$438K 25,995 +25,995 New
CCG
82
Capital CS Group
California
$438K 25,981 +62 +0.2%
XF
83
XML Financial
Maryland
$420K 24,928 -1,200 -5%
SLWA
84
San Luis Wealth Advisors
California
$404K 24,008 +24,008 New
SWA
85
Strategies Wealth Advisors
Michigan
$402K 23,862 -3,500 -13%
AFG
86
Atomi Financial Group
New York
$396K 23,494 +3,166 +16%
OP
87
ORG Partners
Indiana
$394K 23,424 -1,000 -4%
EM
88
ELCO Management
New York
$386K 22,923 -700 -3%
KAS
89
Kestra Advisory Services
Texas
$384K 22,780 -11,188 -33%
SMC
90
Smith, Moore & Co
Missouri
$368K 21,850 -500 -2%
Mercer Global Advisors
91
Mercer Global Advisors
Colorado
$364K 21,591 -1,677 -7%
NFG
92
Nations Financial Group
Iowa
$362K 21,487 – –
Wealth Enhancement Advisory Services
93
Wealth Enhancement Advisory Services
Minnesota
$359K 21,322 -2,232 -9%
KPWS
94
Kestra Private Wealth Services
Texas
$357K 21,221 +31 +0.1%
Envestnet Asset Management
95
Envestnet Asset Management
Illinois
$354K 21,002 -2,353 -10%
CWP
96
Cyndeo Wealth Partners
Florida
$351K 20,818 – –
ONB
97
Old National Bancorp
Indiana
$338K 20,075 – –
GPFA
98
Game Plan Financial Advisors
Ohio
$337K 20,000 – –
IFWM
99
Institute for Wealth Management
Colorado
$336K 19,954 -63 -0.3%
MFWP
100
Mosaic Family Wealth Partners
Missouri
$321K 19,091 +191 +1%
2 3
4
5 6