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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
Bank of America
1
Bank of America
North Carolina
$83.9M -$1.16M -64,948 -1%
Morgan Stanley
2
Morgan Stanley
New York
$77M +$2.3M +129,226 +3%
UBS Group
3
UBS Group
Switzerland
$74M +$484K +27,130 +0.7%
Wells Fargo
4
Wells Fargo
California
$55.7M +$2.76M +155,114 +5%
Raymond James Financial
5
Raymond James Financial
Florida
$37.8M +$38M +2,134,790 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$31.5M +$109K +6,111 +0.3%
CA
7
Cornerstone Advisors
North Carolina
$20.3M +$2.62M +146,770 +15%
B
8
Bensler
Washington
$17.1M +$320K +17,966 +2%
LPL Financial
9
LPL Financial
California
$16.1M +$416K +23,367 +3%
MGAM
10
McGowan Group Asset Management
Texas
$13.3M +$228K +12,766 +2%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$12M +$2.2M +123,277 +22%
AAM
12
Advisors Asset Management
Colorado
$8.83M +$240K +13,441 +3%
SWP
13
Stratos Wealth Partners
Ohio
$8.11M +$519K +29,113 +7%
AWM
14
Apollon Wealth Management
South Carolina
$7.51M +$53.9K +3,026 +0.7%
GC
15
Guggenheim Capital
Illinois
$6.92M +$82.1K +4,609 +1%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$6.48M +$63.5K +3,565 +1%
SFS
17
Shaker Financial Services
Virginia
$6.42M +$426K +23,879 +7%
Osaic Holdings
18
Osaic Holdings
Arizona
$5.73M +$890K +49,915 +18%
Stifel Financial
19
Stifel Financial
Missouri
$4.99M +$568K +31,870 +13%
Truist Financial
20
Truist Financial
North Carolina
$4.5M -$38.1K -2,138 -0.8%
Ameriprise
21
Ameriprise
Minnesota
$4.38M -$134K -7,516 -3%
SAM
22
Smith Asset Management
Florida
$4.06M +$4.08M +228,985 New
DC
23
Davenport & Co
Virginia
$4.01M +$314K +17,640 +8%
SA
24
Sanctuary Advisors
Indiana
$3.49M +$120K +6,741 +4%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$3.21M -$64.8K -3,638 -2%
1
2 3 4 5

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.