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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
Raymond James Financial
1
Raymond James Financial
Florida
$37.8M
2
SAM
2
Smith Asset Management
Florida
$4.06M
3
Wells Fargo
3
Wells Fargo
California
$55.7M
4
CA
4
Cornerstone Advisors
North Carolina
$20.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$77M

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 %
Bank of America
1
Bank of America
North Carolina
$83.9M 4,737,108 -64,948 -1%
Morgan Stanley
2
Morgan Stanley
New York
$77M 4,348,043 +129,226 +3%
UBS Group
3
UBS Group
Switzerland
$74M 4,179,815 +27,130 +0.7%
Wells Fargo
4
Wells Fargo
California
$55.7M 3,147,864 +155,114 +5%
Raymond James Financial
5
Raymond James Financial
Florida
$37.8M 2,134,790 +2,134,790 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$31.5M 1,779,463 +6,111 +0.3%
CA
7
Cornerstone Advisors
North Carolina
$20.3M 1,148,174 +146,770 +15%
B
8
Bensler
Washington
$17.1M 964,340 +17,966 +2%
LPL Financial
9
LPL Financial
California
$16.1M 911,027 +23,367 +3%
MGAM
10
McGowan Group Asset Management
Texas
$13.3M 753,506 +12,766 +2%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$12M 675,484 +123,277 +22%
AAM
12
Advisors Asset Management
Colorado
$8.83M 498,330 +13,441 +3%
SWP
13
Stratos Wealth Partners
Ohio
$8.11M 457,678 +29,113 +7%
AWM
14
Apollon Wealth Management
South Carolina
$7.51M 423,861 +3,026 +0.7%
GC
15
Guggenheim Capital
Illinois
$6.92M 390,663 +4,609 +1%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$6.48M 365,917 +3,565 +1%
SFS
17
Shaker Financial Services
Virginia
$6.42M 360,621 +23,879 +7%
Osaic Holdings
18
Osaic Holdings
Arizona
$5.73M 323,774 +49,915 +18%
Stifel Financial
19
Stifel Financial
Missouri
$4.99M 281,872 +31,870 +13%
Truist Financial
20
Truist Financial
North Carolina
$4.5M 254,327 -2,138 -0.8%
Ameriprise
21
Ameriprise
Minnesota
$4.38M 247,451 -7,516 -3%
SAM
22
Smith Asset Management
Florida
$4.06M 228,985 +228,985 New
DC
23
Davenport & Co
Virginia
$4.01M 226,184 +17,640 +8%
SA
24
Sanctuary Advisors
Indiana
$3.49M 190,357 +6,741 +4%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$3.22M 181,514 -3,638 -2%
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