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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 %
CFP
101
Cascade Financial Partners
California
$315K 18,723 – –
DAS
102
Dynamic Advisor Solutions
Arizona
$314K 18,672 +122 +0.7%
EWA
103
EverSource Wealth Advisors
Alabama
$312K 18,568 +2,920 +19%
IAIM
104
International Assets Investment Management
Florida
$304K 18,066 – –
SWA
105
Stratos Wealth Advisors
Ohio
$303K 17,978 +307 +2%
BCM
106
Brookstone Capital Management
Illinois
$294K 17,173 +369 +2%
Kovitz Investment Group Partners
107
Kovitz Investment Group Partners
Illinois
$287K 17,022 – –
SCA
108
SMH Capital Advisors
Texas
$286K 16,980 -1,448 -8%
SI
109
Stephens Inc
Arkansas
$284K 16,866 – –
JWCA
110
J.W. Cole Advisors
Florida
$282K 16,768 +217 +1%
LOPW
111
Live Oak Private Wealth
North Carolina
$272K 16,179 – –
SWM
112
Silverlake Wealth Management
Vermont
$271K 16,112 -1,949 -11%
IAS
113
Insigneo Advisory Services
Florida
$265K 16,863 +16,863 New
NS
114
NBC Securities
Alabama
$260K 15,479 +46 +0.3%
TA
115
TFG Advisers
Michigan
$253K 15,052 -95 -0.6%
LSIA
116
LaSalle St. Investment Advisors
Illinois
$244K 14,465 +3,011 +26%
LF
117
Lantz Financial
Illinois
$242K 14,400 – –
KWA
118
Kellett Wealth Advisors
Ohio
$240K 14,277 – –
LIG
119
Lokken Investment Group
Delaware
$226K 13,421 -113 -0.8%
IWM
120
IHT Wealth Management
Illinois
$213K 12,627 +12 +0.1%
PTC
121
Private Trust Company
Ohio
$211K 12,525 – –
WAP
122
Wealthcare Advisory Partners
Pennsylvania
$205K 12,200 +12,200 New
SC
123
Sapient Capital
Indiana
$203K 12,076 +12,076 New
WWM
124
Western Wealth Management
Colorado
$199K 11,788 – –
CPIG
125
Chicago Partners Investment Group
Illinois
$196K 11,795 +108 +0.9%
3 4
5
6 7