Who Owns CSQ?
Calamos Strategic Total Return Fund — Institutional Ownership & 13F Holdings
$19.43
+0.00 (+0.00%)
Market Cap
$3.1B
Shares Outstanding
160,369,635
Institutional Holders
195
Total Inst. Value
$567.5M
% of Float Held
21.3%
QoQ Holder Change
+68
Institutional data as of Q1 2025
New Positions
41
Closed Positions
19
Increased
60
Decreased
47
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $77.4M | 4,785,092 |
| 2 | MORGAN STANLEY | $68.2M | 4,213,050 |
| 3 | UBS Group AG | $66.8M | 4,127,054 |
| 4 | WELLS FARGO & COMPANY/MN | $52.2M | 3,223,722 |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $50.8M | 3,140 |
| 6 | ROYAL BANK OF CANADA | $31.6M | 1,954,032 |
| 7 | RAYMOND JAMES FINANCIAL INC | $31.2M | 1,927,669 |
| 8 | Cornerstone Advisors, LLC | $20.7M | 1,280,271 |
| 9 | Bensler, LLC | $16.1M | 992,756 |
| 10 | McGowan Group Asset Management, Inc. | $12.2M | 753,522 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | +48K | $77.4M |
| WELLS FARGO & COMPANY/MN | +76K | $52.2M |
| ROYAL BANK OF CANADA | +175K | $31.6M |
| Cornerstone Advisors, LLC | +132K | $20.7M |
| Bensler, LLC | +28K | $16.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | -207K | $31.2M |
| MORGAN STANLEY | -135K | $68.2M |
| PNC FINANCIAL SERVICES GROUP, INC. | -61K | $520K |
| UBS Group AG | -53K | $66.8M |
| Stratos Wealth Partners, LTD. | -41K | $7K |
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Frequently Asked Questions
How many institutional investors hold CSQ?
As of Q1 2025, 195 institutional investors report holding CSQ (Calamos Strategic Total Return Fund) in their 13F filings.
What percentage of Calamos Strategic Total Return Fund is owned by institutions?
Institutional investors hold approximately 21.3% of Calamos Strategic Total Return Fund's float as reported in SEC 13F filings.
Which hedge fund owns the most CSQ?
The largest institutional holder of CSQ is BANK OF AMERICA CORP /DE/ with $77.4M in shares.
Are institutions buying or selling CSQ?
This quarter, 41 institutions opened new positions in CSQ and 19 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.