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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
MFWP
101
Mosaic Family Wealth Partners
Missouri
$321K +$3.1K +191 +1%
CFP
102
Cascade Financial Partners
California
$315K – – –
DAS
103
Dynamic Advisor Solutions
Arizona
$314K +$1.98K +122 +0.7%
EWA
104
EverSource Wealth Advisors
Alabama
$312K +$47.4K +2,920 +19%
IAIM
105
International Assets Investment Management
Florida
$304K – – –
SWA
106
Stratos Wealth Advisors
Ohio
$303K +$4.98K +307 +2%
BCM
107
Brookstone Capital Management
Illinois
$294K +$5.99K +369 +2%
Kovitz Investment Group Partners
108
Kovitz Investment Group Partners
Illinois
$287K – – –
SCA
109
SMH Capital Advisors
Texas
$286K -$23.5K -1,448 -8%
SI
110
Stephens Inc
Arkansas
$284K – – –
JWCA
111
J.W. Cole Advisors
Florida
$282K +$3.52K +217 +1%
LOPW
112
Live Oak Private Wealth
North Carolina
$272K – – –
SWM
113
Silverlake Wealth Management
Vermont
$271K -$31.6K -1,949 -11%
IAS
114
Insigneo Advisory Services
Florida
$265K +$274K +16,863 New
NS
115
NBC Securities
Alabama
$260K +$746 +46 +0.3%
TA
116
TFG Advisers
Michigan
$253K -$1.54K -95 -0.6%
LSIA
117
LaSalle St. Investment Advisors
Illinois
$244K +$48.8K +3,011 +26%
LF
118
Lantz Financial
Illinois
$242K – – –
KWA
119
Kellett Wealth Advisors
Ohio
$240K – – –
LIG
120
Lokken Investment Group
Delaware
$226K -$1.83K -113 -0.8%
IWM
121
IHT Wealth Management
Illinois
$213K +$195 +12 +0.1%
PTC
122
Private Trust Company
Ohio
$211K – – –
WAP
123
Wealthcare Advisory Partners
Pennsylvania
$205K +$198K +12,200 New
SC
124
Sapient Capital
Indiana
$203K +$196K +12,076 New
WWM
125
Western Wealth Management
Colorado
$199K – – –
3 4
5
6 7

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.