Calamos Strategic Total Return Fund
93 hedge funds and large institutions have $205M invested in Calamos Strategic Total Return Fund in 2013 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 26 increasing their positions, 37 reducing their positions, and 5 closing their positions.
320% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 5
19% more funds holding
Funds holding: 78 → 93 (+15)
16% more capital invested
Capital invested by funds: $177M → $205M (+$28.1M)
0.74% more ownership
Funds ownership: 11.45% → 12.19% (+0.74%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
30% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 37
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$6.76M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$2.63M |
| 3 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$2.58M |
| 4 |
SG Americas Securities
New York
|
+$2M |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.24M |
Top Sellers
| 1 |
NCM
Newgate Capital Management
Greenwich,
Connecticut
|
-$2.81M |
| 2 |
U
UBS
Zurich,
Switzerland
|
-$1.86M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.27M |
| 4 |
Citigroup
New York
|
-$1.27M |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
-$889K |
CSQ Hedge Fund Activity: Q4 2013 in Review
93 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Calamos Strategic Total Return Fund (CSQ) for Q4 2013, worth a combined $205M — up 16% from $177M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new CSQ positions and 5 closed out — a net gain of 16 holders — while 26 added to existing stakes and 37 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $6.76M. The largest seller was Newgate Capital Management, cutting an estimated $2.81M.
- 93 institutional investors held Calamos Strategic Total Return Fund (CSQ) as of Q4 2013, up from 78 in Q3 2013.
- Funds reported $205M of Calamos Strategic Total Return Fund stock for Q4 2013, up 16% quarter-over-quarter.
- 21 funds opened new Calamos Strategic Total Return Fund positions in Q4 2013 and 5 closed out, a net change of +16 holders.
- The largest Calamos Strategic Total Return Fund buyer in Q4 2013 was Morgan Stanley, an estimated $6.76M added.
- The largest Calamos Strategic Total Return Fund seller in Q4 2013 was Newgate Capital Management, an estimated $2.81M sold.
Based on aggregated 13F filings for Q4 2013.