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Calamos Strategic Total Return Fund

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: 156163 (+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: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
AMC
76
Asset Management Corp
Illinois
$316K -$175K -12,912 -35%
CWP
77
Cyndeo Wealth Partners
Florida
$294K +$296K +21,921 New
SCA
78
Snowden Capital Advisors
New York
$294K -$66.8K -4,946 -18%
IFWM
79
Institute for Wealth Management
Colorado
$294K -$4.05K -300 -1%
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$292K +$3.42K +253 +1%
JWCA
81
J.W. Cole Advisors
Florida
$274K +$58.2K +4,305 +27%
AWA
82
ARQ Wealth Advisors
Arizona
$266K +$268K +19,853 New
DAS
83
Dynamic Advisor Solutions
Arizona
$256K -$7.68K -568 -3%
TC
84
Telemus Capital
Michigan
$244K -$72.2K -5,345 -23%
MFWP
85
Mosaic Family Wealth Partners
Missouri
$240K +$242K +17,903 New
TA
86
TFG Advisers
Michigan
$240K +$2.66K +197 +1%
SWM
87
Silverlake Wealth Management
Vermont
$239K +$757 +56 +0.3%
SWP
88
Semus Wealth Partners
Florida
$230K +$232K +17,165 New
WWM
89
Western Wealth Management
Colorado
$229K -$231K -17,088 -50%
Cetera Investment Advisers
90
Cetera Investment Advisers
Illinois
$228K +$81.6K +6,036 +55%
LWM
91
Laidlaw Wealth Management
New York
$224K -$261K -19,311 -54%
OC
92
Oppenheimer & Co
New York
$218K +$14.2K +1,047 +7%
LOPW
93
Live Oak Private Wealth
North Carolina
$217K
SI
94
Stephens Inc
Arkansas
$207K
LF
95
Lantz Financial
Illinois
$193K
GLA
96
Good Life Advisors
Pennsylvania
$185K
AAS
97
Avantax Advisory Services
Texas
$179K -$22.1K -1,633 -11%
IP
98
Ignite Planners
California
$176K +$166K +12,309 New
LIG
99
Lokken Investment Group
Delaware
$174K -$39K -2,888 -18%
JP Morgan Chase
100
JP Morgan Chase
New York
$173K +$175K +12,915 New

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.