We are live on ! Find out more
CSQ icon

Calamos Strategic Total Return Fund

189 hedge funds and large institutions have $574M invested in Calamos Strategic Total Return Fund in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 64 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 49

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

5% more capital invested

Capital invested by funds: $544M → $574M (+$29.5M)

1% more funds holding

Funds holding: 188189 (+1)

0.5% more ownership

Funds ownership: 20.51%21.01% (+0.5%)

Holders
189
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
2.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
64
Reduced
49
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
126
Northwestern Mutual Wealth Management
Wisconsin
$228K +$79.5K +4,721 +56%
WAP
127
Wealthcare Advisory Partners
Pennsylvania
$227K +$15.2K +900 +7%
IWM
128
IHT Wealth Management
Illinois
$219K +$219 +13 +0.1%
FFA
129
Founders Financial Alliance
North Carolina
$219K +$212K +12,602 New
PTC
130
Private Trust Company
Ohio
$217K
WWM
131
Western Wealth Management
Colorado
$216K +$11.4K +675 +6%
SFC
132
Strategic Financial Concepts
Texas
$212K -$3.29M -195,142 -94%
SC
133
Sapient Capital
Indiana
$210K
CPIG
134
Chicago Partners Investment Group
Illinois
$209K +$1.82K +108 +0.9%
NFG
135
Norris Financial Group
South Carolina
$208K +$33.7K +2,000 +20%
MML Investors Services
136
MML Investors Services
Massachusetts
$199K +$15.3K +909 +9%
PWG
137
Private Wealth Group
Florida
$198K
CA
138
Calton & Associates
Florida
$197K +$191K +11,348 New
UCFA
139
United Capital Financial Advisors
Texas
$189K -$2.24K -133 -1%
HNB
140
Huntington National Bank
Ohio
$184K
Kayne Anderson Rudnick Investment Management
141
Kayne Anderson Rudnick Investment Management
California
$175K
AAS
142
Ameritas Advisory Services
Nebraska
$174K +$168K +10,001 New
AWA
143
Arkadios Wealth Advisors
Georgia
$174K
GRP
144
Global Retirement Partners
California
$170K -$3.4K -202 -2%
US Bancorp
145
US Bancorp
Minnesota
$164K +$121K +7,166 +317%
IA
146
IFP Advisors
Florida
$144K +$139K +8,273 New
LFG
147
Larson Financial Group
Missouri
$139K +$94.3K +5,600 +233%
AF
148
Allworth Financial
California
$125K
CP
149
Castleview Partners
Texas
$119K
CA
150
CoreCap Advisors
Michigan
$116K +$113K +6,700 New

CSQ Hedge Fund Activity: Q3 2024 in Review

189 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Calamos Strategic Total Return Fund (CSQ) for Q3 2024, worth a combined $574M — up 5.4% from $544M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new CSQ positions and 11 closed out — a net gain of 3 holders — while 64 added to existing stakes and 49 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.01M. The largest seller was Strategic Financial Concepts, cutting an estimated $3.29M.

  • 189 institutional investors held Calamos Strategic Total Return Fund (CSQ) as of Q3 2024, up from 188 in Q2 2024.
  • Funds reported $574M of Calamos Strategic Total Return Fund stock for Q3 2024, up 5.4% quarter-over-quarter.
  • 14 funds opened new Calamos Strategic Total Return Fund positions in Q3 2024 and 11 closed out, a net change of +3 holders.
  • The largest Calamos Strategic Total Return Fund buyer in Q3 2024 was Morgan Stanley, an estimated $5.01M added.
  • The largest Calamos Strategic Total Return Fund seller in Q3 2024 was Strategic Financial Concepts, an estimated $3.29M sold.

Based on aggregated 13F filings for Q3 2024.