Calamos Strategic Total Return Fund
200 hedge funds and large institutions have $558M invested in Calamos Strategic Total Return Fund in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 54 reducing their positions, and 20 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 54
0.26% more ownership
Funds ownership: 21.48% → 21.74% (+0.26%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1% less funds holding
Funds holding: 202 → 200 (-2)
5% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 20
8% less capital invested
Capital invested by funds: $604M → $558M (-$45.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.06M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.61M |
| 3 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$2.32M |
| 4 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
+$2.14M |
| 5 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$1.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
-$3.63M |
| 2 |
Morgan Stanley
New York
|
-$2.37M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$1.06M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$925K |
| 5 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
-$916K |
CSQ Hedge Fund Activity: Q1 2025 in Review
200 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in Calamos Strategic Total Return Fund (CSQ) for Q1 2025, worth a combined $558M — down 7.5% from $604M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of CSQ and 19 opened new positions — a net loss of 1 holder — while 54 trimmed existing stakes and 65 added.
The largest buyer was Royal Bank of Canada, adding an estimated $3.06M. The largest seller was Raymond James Financial, cutting an estimated $3.63M.
- 200 institutional investors held Calamos Strategic Total Return Fund (CSQ) as of Q1 2025, down from 202 in Q4 2024.
- Funds reported $558M of Calamos Strategic Total Return Fund stock for Q1 2025, down 7.5% quarter-over-quarter.
- 19 funds opened new Calamos Strategic Total Return Fund positions in Q1 2025 and 20 closed out, a net change of -1 holder.
- The largest Calamos Strategic Total Return Fund buyer in Q1 2025 was Royal Bank of Canada, an estimated $3.06M added.
- The largest Calamos Strategic Total Return Fund seller in Q1 2025 was Raymond James Financial, an estimated $3.63M sold.
Based on aggregated 13F filings for Q1 2025.