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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 %
SLWA
101
San Luis Wealth Advisors
California
$355K 20,067 +237 +1%
GPFA
102
Game Plan Financial Advisors
Ohio
$354K 20,000 – –
IFWM
103
Institute for Wealth Management
Colorado
$348K 19,666 – –
MFWP
104
Mosaic Family Wealth Partners
Missouri
$345K 19,458 +181 +0.9%
MWM
105
Modern Wealth Management
Kansas
$332K 18,768 +18,768 New
CFP
106
Cascade Financial Partners
California
$332K 18,723 – –
EWA
107
EverSource Wealth Advisors
Alabama
$329K 18,602 +20 +0.1%
CCM
108
Canal Capital Management
Virginia
$328K 18,515 -5,485 -23%
CPA
109
Compass Planning Associates
Massachusetts
$317K 17,898 +17,898 New
Mercer Global Advisors
110
Mercer Global Advisors
Colorado
$314K 17,721 -3,870 -18%
DIA
111
Dana Investment Advisors
Wisconsin
$313K 17,664 – –
SI
112
Stephens Inc
Arkansas
$306K 17,260 +394 +2%
SFA
113
Sequoia Financial Advisors
Ohio
$305K 17,246 +17,246 New
DAS
114
Dynamic Advisor Solutions
Arizona
$297K 16,754 -1,240 -7%
JWCA
115
J.W. Cole Advisors
Florida
$294K 16,575 -405 -2%
SWM
116
Silverlake Wealth Management
Vermont
$287K 16,212 +49 +0.3%
LOPW
117
Live Oak Private Wealth
North Carolina
$287K 16,179 – –
P
118
&Partners
Tennessee
$278K 15,621 -676 -4%
SCA
119
SMH Capital Advisors
Texas
$276K 15,571 -410 -3%
CCG
120
Capital CS Group
California
$275K 15,535 -10,506 -40%
IAIM
121
International Assets Investment Management
Florida
$265K 15,066 -246,329 -94%
TA
122
TFG Advisers
Michigan
$263K 14,861 +54 +0.4%
LSIA
123
LaSalle St. Investment Advisors
Illinois
$258K 14,587 +60 +0.4%
LF
124
Lantz Financial
Illinois
$255K 14,400 – –
FFA
125
Founders Financial Alliance
North Carolina
$243K 13,719 +1,117 +9%
3 4
5
6 7