Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CALAMOS STRATEGIC TOTAL RETU (CSQ)

203 + Investors. Track Smart Money conviction in CSQ. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
10Q ▲
Buyers last Q
58%

Smart Money Signals — CSQ

Based on 203 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 consecutive quarters, more hedge funds added CSQ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
203 hedge funds hold CSQ right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

98 buying72 selling
Last quarter: 98 funds bought or added vs 72 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new CSQ position: 20 → 18 → 21 → 27. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 24% medium ■ 18% new
118 out of 203 hedge funds have held CSQ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

25 → 20 → 18 → 21 → 27 new funds/Q
New funds entering each quarter: 20 → 18 → 21 → 27. A growing number of institutions are discovering CSQ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 62% of holders stayed 2+ years

■ 62% veterans ■ 12% 1-2yr ■ 27% new
Of 203 current holders: 125 (62%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
13 of 203 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in CSQ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: CSQ

How many hedge funds hold CSQ — quarterly history vs. share price
Quarterly hedge fund ownership of CSQ vs. share price

Market Analysis: CSQ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CSQ

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

21 top-rated funds 3 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: CSQ
2026 Q1 Stats Unlock in 17 days 203 + Investors

Track Smart Money conviction in CSQ. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 203 199 2.01%
13F Shares 37M 37M -0.18%
Total Value $714M $715M -0.15%
New Positions 27 21 +6
Increased Positions 71 67 +4
Closed Positions 23 16 +7
Reduced Positions 49 45 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CSQ

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

203 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CSQ. Verified SEC 13F-HR filings.

Top 25 institutional holders of CSQ — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PMG Family Office LLC 3.08% 161,279 $2.8M
2 SMH CAPITAL ADVISORS INC 0.77% 253 $253K
3 David J Yvars Group 0.41% 43,392 $730K
4 Fairman Group, LLC 0.34% 23,569 $404K
5 PW Nova Financial Services LLC 0.26% 35,397 $678K
6 QTR Family Wealth, LLC 0.25% 32,371 $610K
7 Quad-Cities Investment Group, LLC 0.21% 30,563 $523K
8 Compass Planning Associates Inc 0.20% 17,898 $306K
9 Bay Capital Advisors, LLC 0.18% 17,528 $300K
10 ELCO Management Co., LLC 0.18% 21,423 $367K
11 LAKE STREET PRIVATE WEALTH, LLC 0.16% 74,248 $1.3M
12 Game Plan Financial Advisors, LLC 0.15% 20,000 $342K
13 FOUNDERS FINANCIAL SECURITIES LLC 0.13% 118,730 $2.2M
14 Mezzasalma Advisors, LLC 0.12% 27,046 $463K
15 TrueMark Investments, LLC 0.11% 33,304 $570K
16 DOLIVER ADVISORS, LP 0.10% 26,484 $453K
17 Stratos Wealth Partners, LTD. 0.10% 525,788 $9.0M
18 Private Wealth Group, LLC 0.09% 11,404 $195K
19 Uniting Wealth Partners, LLC 0.08% 22,988 $394K
20 Apollon Wealth Management, LLC 0.08% 281,070 $4.8M
21 MOSELEY INVESTMENT MANAGEMENT INC 0.07% 13,275 $227K
22 Nova Wealth Management, Inc. 0.06% 5,632 $96K
23 SILVERLAKE WEALTH MANAGEMENT LLC 0.05% 14,964 $256K
24 San Luis Wealth Advisors LLC 0.05% 18,649 $319K
25 Lantz Financial LLC 0.05% 13,538 $232K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — CALAMOS STRATEGIC TOTAL RETU (CSQ)

What does the Smart Money Trend signal show for CSQ?

Buying streak — 10 quarters in a row: For 10 consecutive quarters, more hedge funds added CSQ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CSQ?

Slight buying edge — 58% buying: Last quarter: 98 funds bought or added vs 72 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CSQ holders?

Elite ownership — 53% AUM from top-100 funds: 13 of 203 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in CSQ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CSQ?

58% of holders stayed for 2+ years: 118 out of 203 hedge funds have held CSQ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.