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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 %
CAWM
176
Capital A Wealth Management
Pennsylvania
$25.7K 1,450 +1,450 New
GWM
177
Geneos Wealth Management
Colorado
$19.7K 1,110 +1,110 New
FFWM
178
Future Financial Wealth Management
Ohio
$19.5K 1,100 – –
QC
179
Quent Capital
New York
$18.2K 1,027 – –
FGA
180
Fortis Group Advisors
New Jersey
$17.7K 1,000 – –
MSFP
181
Mark Sheptoff Financial Planning
Connecticut
$15.4K 872 – –
SL
182
Salomon & Ludwin
Virginia
$12.1K 686 – –
PS
183
Principal Securities
Iowa
$11.4K 643 – –
AWM
184
Avior Wealth Management
Nebraska
$9.35K 528 – –
FC
185
Fairscale Capital
New Hampshire
$8.91K 500 – –
GC
186
Gould Capital
Washington
$8.86K 500 -1,500 -75%
BWAM
187
Boyd Watterson Asset Management
Ohio
$8.86K 500 – –
FLP
188
Financial Life Planners
Arizona
$8.62K 487 +487 New
NSIM
189
North Star Investment Management
Illinois
$7.08K 400 – –
FFA
190
Farther Finance Advisors
California
$5.44K 307 – –
BCWM
191
Bartlett & Co Wealth Management
Ohio
$4.81K 270 – –
KFI
192
Key Financial Inc
Pennsylvania
$4.43K 250 – –
DRP
193
Decker Retirement Planning
Utah
$3.95K 223 +223 New
CSB
194
City State Bank
Iowa
$3.54K 200 – –
AssetMark Inc
195
AssetMark Inc
California
$3.12K 176 +176 New
SWA
196
SOA Wealth Advisors
New York
$2.96K 167 +3 +2%
FIM
197
FWL Investment Management
Texas
$2.04K 115 +115 New
TRCT
198
Tower Research Capital (TRC)
New York
$301 17 +17 New
NS
199
NBC Securities
Alabama
$266 15 -15,307 -100%
Fidelity Investments
200
Fidelity Investments
Massachusetts
$18 1 -17 -94%
5 6 7
8
9