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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
KWA
126
Kellett Wealth Advisors
Ohio
$239K – – –
IAS
127
Insigneo Advisory Services
Florida
$233K -$65.7K -3,689 -22%
LIG
128
Lokken Investment Group
Delaware
$226K -$11.6K -650 -5%
IWM
129
IHT Wealth Management
Illinois
$223K -$855 -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 +$1.07K +60 +0.5%
NFG
133
Norris Financial Group
South Carolina
$213K – – –
CPIG
134
Chicago Partners Investment Group
Illinois
$212K +$1.25K +70 +0.6%
Northern Trust
135
Northern Trust
Illinois
$212K +$213K +11,970 New
MML Investors Services
136
MML Investors Services
Massachusetts
$204K +$1.18K +66 +0.6%
PWG
137
Private Wealth Group
Florida
$202K – – –
GLA
138
Good Life Advisors
Pennsylvania
$197K -$199K -11,142 -50%
SIM
139
Stratos Investment Management
Ohio
$193K +$194K +10,886 New
CWS
140
Confluence Wealth Services
Pennsylvania
$191K +$184K +10,333 New
UCFA
141
United Capital Financial Advisors
Texas
$189K -$4.46K -250 -2%
HNB
142
Huntington National Bank
Ohio
$187K – – –
PTC
143
Private Trust Company
Ohio
$180K -$41.7K -2,340 -19%
Kayne Anderson Rudnick Investment Management
144
Kayne Anderson Rudnick Investment Management
California
$178K – – –
AAS
145
Ameritas Advisory Services
Nebraska
$177K – – –
GRP
146
Global Retirement Partners
California
$175K +$1.66K +93 +0.9%
US Bancorp
147
US Bancorp
Minnesota
$164K -$2.67K -150 -2%
IA
148
IFP Advisors
Florida
$147K – – –
EC
149
Elequin Capital
New York
$146K +$147K +8,263 New
CP
150
Castleview Partners
Texas
$120K – – –
4 5
6
7 8

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.