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Calamos Strategic Total Return Fund
CSQ

202 hedge funds and large institutions have $604M 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 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 12

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

45% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 47

7% more funds holding

Funds holding: 189 → 202 (+13)

5% more capital invested

Capital invested by funds: $574M → $604M (+$29.9M)

0.47% more ownership

Funds ownership: 21.01% → 21.48% (+0.47%)

Holders
202
Holders Change
+13
Holders Change %
+6.88%
% of All Funds
2.66%
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
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$2.76M
2
CA
Cornerstone Advisors
North Carolina
+$2.62M
3
Morgan Stanley
Morgan Stanley
New York
+$2.3M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.2M
5
EP
Essential Planning
New Hampshire
+$916K

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$4.39M
2
LCM
Landscape Capital Management
New Jersey
-$2.14M
3
Bank of America
Bank of America
North Carolina
-$1.16M
4
CI
Conning Inc
Connecticut
-$869K
5
NAS
NWF Advisory Services
California
-$696K
Name Holding Trade Value Shares
Change 		Change in
Stake
SLWA
101
San Luis Wealth Advisors
California
$355K +$4.22K +237 +1%
GPFA
102
Game Plan Financial Advisors
Ohio
$354K – – –
IFWM
103
Institute for Wealth Management
Colorado
$348K – – –
MFWP
104
Mosaic Family Wealth Partners
Missouri
$345K +$3.23K +181 +0.9%
MWM
105
Modern Wealth Management
Kansas
$332K +$334K +18,768 New
CFP
106
Cascade Financial Partners
California
$332K – – –
EWA
107
EverSource Wealth Advisors
Alabama
$329K +$356 +20 +0.1%
CCM
108
Canal Capital Management
Virginia
$328K -$97.8K -5,485 -23%
CPA
109
Compass Planning Associates
Massachusetts
$317K +$319K +17,898 New
Mercer Global Advisors
110
Mercer Global Advisors
Colorado
$314K -$69K -3,870 -18%
DIA
111
Dana Investment Advisors
Wisconsin
$313K – – –
SI
112
Stephens Inc
Arkansas
$306K +$7.02K +394 +2%
SFA
113
Sequoia Financial Advisors
Ohio
$305K +$307K +17,246 New
DAS
114
Dynamic Advisor Solutions
Arizona
$297K -$22.1K -1,240 -7%
JWCA
115
J.W. Cole Advisors
Florida
$294K -$7.22K -405 -2%
SWM
116
Silverlake Wealth Management
Vermont
$287K +$873 +49 +0.3%
LOPW
117
Live Oak Private Wealth
North Carolina
$287K – – –
P
118
&Partners
Tennessee
$278K -$12K -676 -4%
SCA
119
SMH Capital Advisors
Texas
$276K -$7.31K -410 -3%
CCG
120
Capital CS Group
California
$275K -$187K -10,506 -40%
IAIM
121
International Assets Investment Management
Florida
$265K -$4.39M -246,329 -94%
TA
122
TFG Advisers
Michigan
$263K +$962 +54 +0.4%
LSIA
123
LaSalle St. Investment Advisors
Illinois
$258K +$1.07K +60 +0.4%
LF
124
Lantz Financial
Illinois
$255K – – –
FFA
125
Founders Financial Alliance
North Carolina
$243K +$19.9K +1,117 +9%
3 4
5
6 7

CSQ Hedge Fund Activity: Q4 2024 in Review

202 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Calamos Strategic Total Return Fund (CSQ) for Q4 2024, worth a combined $604M — up 5.2% from $574M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new CSQ positions and 12 closed out — a net gain of 18 holders — while 68 added to existing stakes and 47 trimmed.

The largest buyer was Wells Fargo, adding an estimated $2.76M. The largest seller was International Assets Investment Management, cutting an estimated $4.39M.

  • 202 institutional investors held Calamos Strategic Total Return Fund (CSQ) as of Q4 2024, up from 189 in Q3 2024.
  • Funds reported $604M of Calamos Strategic Total Return Fund stock for Q4 2024, up 5.2% quarter-over-quarter.
  • 30 funds opened new Calamos Strategic Total Return Fund positions in Q4 2024 and 12 closed out, a net change of +18 holders.
  • The largest Calamos Strategic Total Return Fund buyer in Q4 2024 was Wells Fargo, an estimated $2.76M added.
  • The largest Calamos Strategic Total Return Fund seller in Q4 2024 was International Assets Investment Management, an estimated $4.39M sold.

Based on aggregated 13F filings for Q4 2024.