CSQ

Calamos Strat Ttl Rtrn Fnd

-$81.2M

Net Activity

Institutions Holding

219

Popularity Rank

#2666

Avg Weight

0.12%

Total Value

$662.4M

Ownership Trend

219 institutions currently hold CSQ, with 96 net buyers and 65 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

65

Net Buying Institutions

96

Key Holders

Key Holders

Top 5 by Value

BO
Bank Of America CORP /de/
$83.2M
MS
Morgan Stanley
$74.7M
UG
UBS Group AG
$66.9M
WF
Wells Fargo & Company/mn
$52.4M
RJ
Raymond James Financial INC
$36.4M

Top 5 by Conviction

SF
Shaker Financial Services, LLC
3.66%
SA
Smith Asset Management Co., LLC
3.38%
PF
PMG Family Office LLC
3.08%
BL
Bensler, LLC
1.97%
MG
McGowan Group Asset Management, Inc.
1.73%
View all 219 holding institutions

Quarterly Activity

Recent Activity

+$535.5M

Total Buy Value

$227.4M

Total Sell Value

New buy19
Trim52
Add77
Sold out13

96

Net Buyers

65

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding CALAMOS STRAT TTL RTRN FND (CSQ)?
Major stakeholders currently include Bank Of America CORP /de/ ($83.2M), Morgan Stanley ($74.7M), UBS Group AG ($66.9M). Based on the latest 13F filings, there are a total of 219 tracked investment funds and institutions maintaining positions in CSQ.
What is the overall institutional sentiment toward CSQ recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $81.2M, driven by 96 managers accumulating shares while 65 reduced their exposure.
Which institutions have been selling or reducing their CSQ positions?
In the latest period, 52 funds trimmed their holdings, and 13 managers completely exited their positions. The aggregate reported sell value was $227.4M.
Are there any notable investors adding CSQ to their portfolios?
Yes, buying activity remains notable. 19 institutions opened new positions in {ticker}, and 77 existing holders added to their shares. The total reported buy value for the quarter amounted to $535.5M.

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