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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
MPWT
176
MassMutual Private Wealth & Trust
Connecticut
$26.6K +$26.7K +1,500 New
CAWM
177
Capital A Wealth Management
Pennsylvania
$25.7K +$25.8K +1,450 New
GWM
178
Geneos Wealth Management
Colorado
$19.7K +$19.8K +1,110 New
FFWM
179
Future Financial Wealth Management
Ohio
$19.5K – – –
QC
180
Quent Capital
New York
$18.2K – – –
FGA
181
Fortis Group Advisors
New Jersey
$17.7K – – –
MSFP
182
Mark Sheptoff Financial Planning
Connecticut
$15.4K – – –
SL
183
Salomon & Ludwin
Virginia
$12.1K – – –
PS
184
Principal Securities
Iowa
$11.4K – – –
AWM
185
Avior Wealth Management
Nebraska
$9.35K – – –
FC
186
Fairscale Capital
New Hampshire
$8.91K – – –
GC
187
Gould Capital
Washington
$8.86K -$26.7K -1,500 -75%
BWAM
188
Boyd Watterson Asset Management
Ohio
$8.86K – – –
FLP
189
Financial Life Planners
Arizona
$8.62K +$8.68K +487 New
NSIM
190
North Star Investment Management
Illinois
$7.08K – – –
FFA
191
Farther Finance Advisors
California
$5.44K – – –
BCWM
192
Bartlett & Co Wealth Management
Ohio
$4.81K – – –
KFI
193
Key Financial Inc
Pennsylvania
$4.43K – – –
DRP
194
Decker Retirement Planning
Utah
$3.95K +$3.97K +223 New
CSB
195
City State Bank
Iowa
$3.54K – – –
AssetMark Inc
196
AssetMark Inc
California
$3.12K +$3.14K +176 New
SWA
197
SOA Wealth Advisors
New York
$2.96K +$53 +3 +2%
FIM
198
FWL Investment Management
Texas
$2.04K +$2.05K +115 New
TRCT
199
Tower Research Capital (TRC)
New York
$301 +$303 +17 New
NS
200
NBC Securities
Alabama
$266 -$273K -15,307 -100%
5 6 7
8
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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.