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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 %
IWC
76
Integrated Wealth Concepts
Massachusetts
$477K 26,946 -228 -0.8%
MA
77
Mezzasalma Advisors
New Jersey
$475K 26,813 +26,813 New
WA
78
WealthTrust Axiom
Pennsylvania
$464K 26,174 – –
ACA
79
Aptus Capital Advisors
Alabama
$447K 25,248 +25,248 New
BCA
80
Bay Capital Advisors
Virginia
$445K 25,150 +25,150 New
XF
81
XML Financial
Maryland
$441K 24,928 – –
OP
82
ORG Partners
Indiana
$440K 24,824 +1,500 +6%
SWA
83
Strategies Wealth Advisors
Michigan
$438K 23,962 +300 +1%
DJYG
84
David J. Yvars Group
Florida
$435K 24,525 +73 +0.3%
SG
85
StoneX Group
New York
$430K 24,297 +24,297 New
DADC
86
D.A. Davidson & Co
Montana
$428K 24,195 -935 -4%
NFG
87
Nations Financial Group
Iowa
$423K 23,880 – –
WS
88
Wedbush Securities
California
$420K 23,740 -15,446 -39%
BCM
89
Brookstone Capital Management
Illinois
$420K 23,711 +5,185 +28%
KPWS
90
Kestra Private Wealth Services
Texas
$418K 23,628 +65 +0.3%
GWANC
91
Guardian Wealth Advisors (North Carolina)
North Carolina
$413K 23,324 +23,324 New
LGWM
92
Litman Gregory Wealth Management
California
$398K 22,500 +1,000 +5%
EM
93
ELCO Management
New York
$395K 22,324 -100 -0.4%
CAM
94
Cresset Asset Management
Illinois
$382K 21,523 -14,888 -41%
CPC
95
Consolidated Planning Corp
Georgia
$376K 21,238 -20,436 -49%
SMC
96
Smith, Moore & Co
Missouri
$369K 20,850 – –
Wealth Enhancement Advisory Services
97
Wealth Enhancement Advisory Services
Minnesota
$369K 20,832 -110 -0.5%
CWP
98
Cyndeo Wealth Partners
Florida
$369K 20,818 – –
CG
99
Caprock Group
Idaho
$361K 20,282 – –
ONB
100
Old National Bancorp
Indiana
$356K 20,075 – –
2 3
4
5 6