Calamos Strategic Total Return Fund
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.
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%)
Top Buyers
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.76M |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$2.62M |
| 3 |
Morgan Stanley
New York
|
+$2.3M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.2M |
| 5 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
+$916K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Fidelity Investments
Boston,
Massachusetts
| $18 | -$303 | -17 | -94% |
|
202
BlackRock
New York
| $12 | +$18 | +1 | New |
|
|
CI
203
Conning Inc
Hartford,
Connecticut
| – | -$869K | -50,086 | Closed |
|
|
NAS
204
NWF Advisory Services
Los Angeles,
California
| – | -$696K | -40,134 | Closed |
|
205
Walleye Capital
New York
| – | -$675K | -38,921 | Closed |
|
|
WAM
206
Wolverine Asset Management
Chicago,
Illinois
| – | -$455K | -26,208 | Closed |
|
|
SWA
207
Stratos Wealth Advisors
Beachwood,
Ohio
| – | -$317K | -18,277 | Closed |
|
208
Kovitz Investment Group Partners
Chicago,
Illinois
| – | -$295K | -17,022 | Closed |
|
|
SC
209
Sapient Capital
Indianapolis,
Indiana
| – | -$210K | -12,076 | Closed |
|
|
CA
210
Calton & Associates
Tampa,
Florida
| – | -$197K | -11,348 | Closed |
|
|
AWA
211
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$174K | -10,000 | Closed |
|
|
LFG
212
Larson Financial Group
St Louis,
Missouri
| – | -$139K | -8,000 | Closed |
|
|
MFS
213
Mattson Financial Services
Kentwood,
Michigan
| – | -$5.89K | -350 | Closed |
|
|
T
214
Tidemark
San Diego,
California
| – | -$295 | -17 | Closed |
|
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.