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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.

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 Market Value Shares Shares
Change 		Shares
Change %
AF
151
Allworth Financial
California
$113K 6,150 -1,077 -15%
BC
152
Barrett & Company
Rhode Island
$111K 6,249 – –
NWM
153
Nova Wealth Management
Florida
$104K 5,893 +5,893 New
MCM
154
MAI Capital Management
Ohio
$90.8K 5,125 +5,125 New
DAM
155
Delta Asset Management
Tennessee
$90.4K 5,105 -100 -2%
RIL
156
Rothschild Investment LLC
Illinois
$88.6K 5,000 – –
Northwestern Mutual Wealth Management
157
Northwestern Mutual Wealth Management
Wisconsin
$63.7K 3,595 -9,570 -73%
JPMorgan Chase & Co
158
JPMorgan Chase & Co
New York
$60.7K 3,428 – –
CFGS
159
Concourse Financial Group Securities
Alabama
$55.4K 3,000 – –
WWM
160
Wolff Wiese Magana
California
$54.7K 3,090 +190 +7%
VWM
161
Venturi Wealth Management
Texas
$45.7K 2,578 – –
MCA
162
Maryland Capital Advisors
Maryland
$44.9K 2,536 -2,568 -50%
SAM
163
Smartleaf Asset Management
Massachusetts
$44.6K 2,511 – –
TC
164
Truvestments Capital
Florida
$42.7K 2,410 +41 +2%
ADL
165
Asset Dedication LLC
California
$42.5K 2,400 – –
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$40K 2,280 +680 +43%
AG
167
AmeriFlex Group
Nevada
$37.4K 2,050 +2,050 New
VHAM
168
Van Hulzen Asset Management
California
$34.5K 1,949 +1,949 New
CA
169
Continuum Advisory
Idaho
$33.9K 1,912 – –
LC
170
Lindbrook Capital
California
$32.7K 1,848 – –
WIM
171
Westside Investment Management
California
$31.1K 1,754 – –
PA
172
Parallel Advisors
California
$30.9K 1,745 +9 +0.5%
PCFFS
173
Pacific Center for Financial Services
California
$30K 1,692 – –
AF
174
Advisornet Financial
Minnesota
$28.3K 1,600 – –
MPWT
175
MassMutual Private Wealth & Trust
Connecticut
$26.6K 1,500 +1,500 New
5 6
7
8 9