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Calamos Strategic Total Return Fund
CSQ

Overview Fund Activity

186 hedge funds and large institutions have $543M invested in Calamos Strategic Total Return Fund in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 53 reducing their positions, and 13 closing their positions.

Holders
186
Holders Change
+9
Holders Change %
+5.08%
% of All Funds
2.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
57
Reduced
53
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$16.4M
2
SA
2
Sanctuary Advisors
Indiana
$2.97M
3
CA
3
Clearstead Advisors
Ohio
$2.92M
4
Wells Fargo
4
Wells Fargo
California
$49.5M
5
RVPG
5
Relative Value Partners Group
$1.34M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.93M
2
UBS Group
2
UBS Group
Switzerland
$68.7M
3
GC
3
Guggenheim Capital
Illinois
$8.48M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$4.7M
5
ZIG
5
Zuckerman Investment Group
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$80.4M 4,772,203 +41,845 +0.9%
UBS Group
2
UBS Group
Switzerland
$68.7M 4,082,088 -102,135 -2%
Morgan Stanley
3
Morgan Stanley
New York
$66M 3,921,428 +43,190 +1%
Wells Fargo
4
Wells Fargo
California
$49.5M 2,938,374 +128,818 +5%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$29.8M 1,770,320 -20,828 -1%
RJA
6
Raymond James & Associates
Florida
$20.4M 1,210,438 -3,576 -0.3%
CA
7
Cornerstone Advisors
North Carolina
$16.4M 976,720 +479,973 +97%
B
8
Bensler
Washington
$15.7M 934,383 +1,530 +0.2%
LPL Financial
9
LPL Financial
California
$14.7M 870,457 +27,012 +3%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$14M 830,387 -25,574 -3%
MGAM
11
McGowan Group Asset Management
Texas
$11.8M 700,274 +24,364 +4%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$9.13M 542,346 +32,974 +6%
AAM
13
Advisors Asset Management
Colorado
$8.53M 506,604 +56,034 +12%
GC
14
Guggenheim Capital
Illinois
$8.48M 503,662 -77,320 -13%
SWP
15
Stratos Wealth Partners
Ohio
$6.62M 392,816 -3,671 -0.9%
AWM
16
Apollon Wealth Management
South Carolina
$6.55M 388,816 +24,188 +7%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$6.04M 358,681 +11,222 +3%
Osaic Holdings
18
Osaic Holdings
Arizona
$4.7M 279,123 -73,024 -21%
Ameriprise
19
Ameriprise
Minnesota
$4.39M 260,663 +13,393 +5%
Stifel Financial
20
Stifel Financial
Missouri
$4.36M 258,752 -12,497 -5%
Truist Financial
21
Truist Financial
North Carolina
$3.96M 235,434 -4,826 -2%
DC
22
Davenport & Co
Virginia
$3.55M 210,672 -2,898 -1%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$3.21M 190,599 -3,396 -2%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$3.19M 189,399 +2,238 +1%
SA
25
Sanctuary Advisors
Indiana
$2.97M 188,273 +188,273 New
1
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