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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
VWM
151
Venturi Wealth Management
Texas
$43.4K – – –
SAM
152
Smartleaf Asset Management
Massachusetts
$42.5K +$13.8K +850 +51%
ADL
153
Asset Dedication LLC
California
$40.4K – – –
LFG
154
Larson Financial Group
Missouri
$40.4K +$38.9K +2,400 New
US Bancorp
155
US Bancorp
Minnesota
$38K +$10.3K +633 +39%
GC
156
Gould Capital
Washington
$33.7K -$24.3K -1,500 -43%
CA
157
Continuum Advisory
Idaho
$33.7K – – –
LC
158
Lindbrook Capital
California
$31.1K – – –
WIM
159
Westside Investment Management
California
$29.5K – – –
PA
160
Parallel Advisors
California
$29.2K – – –
PCFFS
161
Pacific Center for Financial Services
California
$28.5K – – –
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$27K -$16.2K -1,000 -38%
AF
163
Advisornet Financial
Minnesota
$26.9K – – –
QC
164
Quent Capital
New York
$17.3K – – –
FGA
165
Fortis Group Advisors
New Jersey
$16.8K – – –
MSFP
166
Mark Sheptoff Financial Planning
Connecticut
$14.7K -$2.08K -128 -13%
SFC
167
Strategic Financial Concepts
Texas
$12.4K +$3.16M +194,742 +1,546%
FPFS
168
First Personal Financial Services
North Carolina
$12.3K – – –
SL
169
Salomon & Ludwin
Virginia
$11.6K -$32.2K -1,984 -74%
PS
170
Principal Securities
Iowa
$10.8K – – –
BHWM
171
Beaird Harris Wealth Management
Texas
$10.5K +$10.1K +625 New
AWM
172
Avior Wealth Management
Nebraska
$8.89K – – –
BWAM
173
Boyd Watterson Asset Management
Ohio
$8.42K – – –
NSIM
174
North Star Investment Management
Illinois
$6.74K – – –
GI
175
Gradient Investments
Minnesota
$5.89K +$5.68K +350 New
5 6
7
8 9

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.