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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
CPIG
126
Chicago Partners Investment Group
Illinois
$196K +$1.75K +108 +0.9%
PWG
127
Private Wealth Group
Florida
$192K – – –
SWP
128
Semus Wealth Partners
Florida
$188K -$62.3K -3,844 -26%
GLA
129
Good Life Advisors
Pennsylvania
$188K – – –
UCFA
130
United Capital Financial Advisors
Texas
$186K +$179K +11,045 New
TCA
131
Transcend Capital Advisors
New Jersey
$183K – – –
HNB
132
Huntington National Bank
Ohio
$178K – – –
MML Investors Services
133
MML Investors Services
Massachusetts
$178K -$11.9K -732 -6%
CCM
134
Coldstream Capital Management
Washington
$176K +$169K +10,431 New
Kayne Anderson Rudnick Investment Management
135
Kayne Anderson Rudnick Investment Management
California
$169K – – –
GRP
136
Global Retirement Partners
California
$168K +$91.4K +5,635 +129%
AWA
137
Arkadios Wealth Advisors
Georgia
$168K +$162K +10,000 New
NFG
138
Norris Financial Group
South Carolina
$168K +$162K +10,000 New
Northwestern Mutual Wealth Management
139
Northwestern Mutual Wealth Management
Wisconsin
$142K +$41.8K +2,579 +44%
AF
140
Allworth Financial
California
$123K +$35.4K +2,181 +43%
CP
141
Castleview Partners
Texas
$115K +$111K +6,850 New
BC
142
Barrett & Company
Rhode Island
$105K – – –
MCA
143
Maryland Capital Advisors
Maryland
$104K +$99.7K +6,150 New
ATPW
144
Ashton Thomas Private Wealth
Arizona
$94.8K +$91.3K +5,627 New
BFEC
145
Benjamin F. Edwards & Company
Missouri
$93K -$6.44K -397 -7%
DAM
146
Delta Asset Management
Tennessee
$87.7K -$8.11K -500 -9%
RIL
147
Rothschild Investment LLC
Illinois
$84.2K – – –
FC
148
Fairscale Capital
New Hampshire
$58.8K +$55K +3,393 New
CFGS
149
Concourse Financial Group Securities
Alabama
$50.5K – – –
WWM
150
Wolff Wiese Magana
California
$48.8K – – –
4 5
6
7 8

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.