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Calamos Strategic Total Return Fund
CSQ

178 hedge funds and large institutions have $522M invested in Calamos Strategic Total Return Fund in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

22% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 49

3% more funds holding

Funds holding: 172 → 178 (+6)

2% more capital invested

Capital invested by funds: $513M → $522M (+$9.01M)

1.56% less ownership

Funds ownership: 21.67% → 20.11% (-1.6%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
178
Holders Change
+6
Holders Change %
+3.49%
% of All Funds
2.56%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
20
Increased
60
Reduced
49
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$7.73M
2
CA
Cornerstone Advisors
North Carolina
+$7.33M
3
Bank of America
Bank of America
North Carolina
+$2.02M
4
Wells Fargo
Wells Fargo
California
+$1.85M
5
UBS Group
UBS Group
Switzerland
+$1.62M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$59.9M
2
SFS
Shaker Financial Services
Virginia
-$1.54M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.07M
4
AAM
Advisors Asset Management
Colorado
-$732K
5
GC
Guggenheim Capital
Illinois
-$661K
Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
151
Westside Investment Management
California
$28.7K – – –
PA
152
Parallel Advisors
California
$28.4K – – –
PCFFS
153
Pacific Center for Financial Services
California
$27.7K – – –
SAM
154
Smartleaf Asset Management
Massachusetts
$27.1K +$26K +1,661 New
US Bancorp
155
US Bancorp
Minnesota
$26.6K – – –
AF
156
Advisornet Financial
Minnesota
$26.2K – – –
FFWM
157
Future Financial Wealth Management
Ohio
$18K +$17.2K +1,100 New
QC
158
Quent Capital
New York
$16.8K +$16.1K +1,027 New
FGA
159
Fortis Group Advisors
New Jersey
$16.4K -$15.6K -1,000 -50%
MSFP
160
Mark Sheptoff Financial Planning
Connecticut
$16.4K – – –
FPFS
161
First Personal Financial Services
North Carolina
$12K -$22.9K -1,464 -67%
PS
162
Principal Securities
Iowa
$10.5K – – –
AWM
163
Avior Wealth Management
Nebraska
$8.64K – – –
BWAM
164
Boyd Watterson Asset Management
Ohio
$8.19K +$7.82K +500 New
WAS
165
Winch Advisory Services
Wisconsin
$6.93K +$6.62K +423 New
NSIM
166
North Star Investment Management
Illinois
$6.55K – – –
TRCT
167
Tower Research Capital (TRC)
New York
$5.96K +$5.69K +364 New
FFA
168
Farther Finance Advisors
California
$5.02K – – –
BCWM
169
Bartlett & Co Wealth Management
Ohio
$4.42K – – –
KFI
170
Key Financial Inc
Pennsylvania
$4.09K – – –
CSB
171
City State Bank
Iowa
$3K – – –
SWA
172
SOA Wealth Advisors
New York
$2.59K -$2.38K -152 -49%
PCMC
173
Planning Capital Management Corporation
Pennsylvania
$1.23K -$6.88K -440 -85%
VNA
174
Valley National Advisers
Pennsylvania
$1K +$1.24K +79 New
T
175
Tidemark
California
$278 – – –
4 5 6
7
8

CSQ Hedge Fund Activity: Q1 2024 in Review

178 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Calamos Strategic Total Return Fund (CSQ) for Q1 2024, worth a combined $522M — up 1.8% from $513M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new CSQ positions and 12 closed out — a net gain of 8 holders — while 60 added to existing stakes and 49 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $7.73M. The largest seller was Morgan Stanley, cutting an estimated $59.9M.

  • 178 institutional investors held Calamos Strategic Total Return Fund (CSQ) as of Q1 2024, up from 172 in Q4 2023.
  • Funds reported $522M of Calamos Strategic Total Return Fund stock for Q1 2024, up 1.8% quarter-over-quarter.
  • 20 funds opened new Calamos Strategic Total Return Fund positions in Q1 2024 and 12 closed out, a net change of +8 holders.
  • The largest Calamos Strategic Total Return Fund buyer in Q1 2024 was Cetera Investment Advisers, an estimated $7.73M added.
  • The largest Calamos Strategic Total Return Fund seller in Q1 2024 was Morgan Stanley, an estimated $59.9M sold.

Based on aggregated 13F filings for Q1 2024.