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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
KWA
126
Kellett Wealth Advisors
Ohio
$239K – – –
IAS
127
Insigneo Advisory Services
Florida
$233K -$65.3K -3,689 -22%
LIG
128
Lokken Investment Group
Delaware
$226K -$11.5K -650 -5%
IWM
129
IHT Wealth Management
Illinois
$223K -$850 -48 -0.4%
WAP
130
Wealthcare Advisory Partners
Pennsylvania
$222K -$10.5K -591 -5%
WWM
131
Western Wealth Management
Colorado
$221K – – –
SFC
132
Strategic Financial Concepts
Texas
$217K +$1.06K +60 +0.5%
CPIG
133
Chicago Partners Investment Group
Illinois
$212K +$1.24K +70 +0.6%
Northern Trust
134
Northern Trust
Illinois
$212K +$212K +11,970 New
MML Investors Services
135
MML Investors Services
Massachusetts
$204K +$1.17K +66 +0.6%
PWG
136
Private Wealth Group
Florida
$202K – – –
GLA
137
Good Life Advisors
Pennsylvania
$197K -$197K -11,142 -50%
SIM
138
Stratos Investment Management
Ohio
$193K +$193K +10,886 New
CWS
139
Confluence Wealth Services
Pennsylvania
$191K +$191K +10,333 New
UCFA
140
United Capital Financial Advisors
Texas
$189K -$4.43K -250 -2%
HNB
141
Huntington National Bank
Ohio
$187K -$184K – –
PTC
142
Private Trust Company
Ohio
$180K -$41.4K -2,340 -19%
Kayne Anderson Rudnick Investment Management
143
Kayne Anderson Rudnick Investment Management
California
$178K – – –
AAS
144
Ameritas Advisory Services
Nebraska
$177K – – –
GRP
145
Global Retirement Partners
California
$175K +$1.65K +93 +0.9%
US Bancorp
146
US Bancorp
Minnesota
$164K -$2.66K -150 -2%
IA
147
IFP Advisors
Florida
$147K – – –
EC
148
Elequin Capital
New York
$146K +$146K +8,263 New
CP
149
Castleview Partners
Texas
$120K – – –
CA
150
CoreCap Advisors
Michigan
$119K – – –
4 5
6
7 8