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Calamos Strategic Total Return Fund
CSQ

163 hedge funds and large institutions have $1.3B invested in Calamos Strategic Total Return Fund in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 44 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more capital invested

Capital invested by funds: $357M → $1.3B (+$939M)

63% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 16

4% more funds holding

Funds holding: 156 → 163 (+7)

0.21% more ownership

Funds ownership: 18.11% → 18.33% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 47

Holders
163
Holders Change
+7
Holders Change %
+4.49%
% of All Funds
2.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
44
Reduced
47
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$2.12M
2
Morgan Stanley
Morgan Stanley
New York
+$1.94M
3
GC
Guggenheim Capital
Illinois
+$1.93M
4
AAM
Advisors Asset Management
Colorado
+$1.16M
5
RJA
Raymond James & Associates
Florida
+$644K

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.01M
2
JMPWA
JP Morgan Private Wealth Advisors
California
-$996K
3
WP
WealthSource Partners
California
-$795K
4
UBS Group
UBS Group
Switzerland
-$624K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$396K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$2.29M -$396K -29,310 -15%
SFS
27
Shaker Financial Services
Virginia
$2.18M +$454K +33,571 +26%
PCM
28
Pointe Capital Management
Michigan
$1.99M -$19.6K -1,453 -1%
BRWA
29
B. Riley Wealth Advisors
Florida
$1.95M -$325K -24,026 -14%
DW
30
Domani Wealth
Pennsylvania
$1.74M – – –
CTC
31
Central Trust Company
Missouri
$1.66M -$5.07K -375 -0.3%
ACP
32
Aviance Capital Partners
Florida
$1.62M -$368K -27,249 -18%
HighTower Advisors
33
HighTower Advisors
Illinois
$1.56M +$86.4K +6,391 +6%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$1.42M -$118K -8,720 -8%
CAN
35
Cetera Advisor Networks
California
$1.38M +$35.4K +2,618 +3%
MWA
36
Meridian Wealth Advisors
Texas
$1.26M -$84.6K -6,257 -6%
Mariner
37
Mariner
Kansas
$1.13M -$21.9K -1,622 -2%
LSPW
38
Lake Street Private Wealth
Illinois
$1.07M +$52.7K +3,900 +5%
SPIA
39
Steward Partners Investment Advisory
New York
$828K -$51.4K -3,800 -6%
PVM
40
Palogic Value Management
Texas
$792K +$797K +59,000 New
HI
41
Harbour Investments
Wisconsin
$747K +$83.9K +6,204 +13%
9WM
42
9258 Wealth Management
Ohio
$656K -$62.5K -4,621 -9%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$616K +$15.5K +1,150 +3%
NFG
44
Nations Financial Group
Iowa
$591K +$123K +9,085 +26%
CI
45
Conning Inc
Connecticut
$583K +$13.4K +992 +2%
DJYG
46
David J. Yvars Group
Florida
$574K +$7.23K +535 +1%
NA
47
NewEdge Advisors
Louisiana
$572K +$65.2K +4,827 +10%
WS
48
Wedbush Securities
California
$564K +$5.08K +376 +0.9%
AWS
49
Atria Wealth Solutions
New York
$509K -$7.69K -569 -1%
RJT
50
Raymond James Trust
Florida
$499K – – –
1
2
3 4 5

CSQ Hedge Fund Activity: Q4 2022 in Review

163 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Calamos Strategic Total Return Fund (CSQ) for Q4 2022, worth a combined $1.3B — up 263% from $357M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new CSQ positions and 16 closed out — a net gain of 10 holders — while 44 added to existing stakes and 47 trimmed.

The largest buyer was Wells Fargo, adding an estimated $2.12M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $1.01M.

  • 163 institutional investors held Calamos Strategic Total Return Fund (CSQ) as of Q4 2022, up from 156 in Q3 2022.
  • Funds reported $1.3B of Calamos Strategic Total Return Fund stock for Q4 2022, up 263% quarter-over-quarter.
  • 26 funds opened new Calamos Strategic Total Return Fund positions in Q4 2022 and 16 closed out, a net change of +10 holders.
  • The largest Calamos Strategic Total Return Fund buyer in Q4 2022 was Wells Fargo, an estimated $2.12M added.
  • The largest Calamos Strategic Total Return Fund seller in Q4 2022 was Raymond James Financial Services Advisors, an estimated $1.01M sold.

Based on aggregated 13F filings for Q4 2022.