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Calamos Strategic Total Return Fund
CSQ

172 hedge funds and large institutions have $513M invested in Calamos Strategic Total Return Fund in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

21% more capital invested

Capital invested by funds: $423M → $513M (+$90.1M)

3% more funds holding

Funds holding: 167 → 172 (+5)

2.73% more ownership

Funds ownership: 18.94% → 21.67% (+2.7%)

4% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 51

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
172
Holders Change
+5
Holders Change %
+2.99%
% of All Funds
2.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
53
Reduced
51
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$54.4M
2
JP Morgan Chase
JP Morgan Chase
New York
+$4.13M
3
SFS
Shaker Financial Services
Virginia
+$3.52M
4
LCM
Landscape Capital Management
New Jersey
+$2.44M
5
Wells Fargo
Wells Fargo
California
+$1.5M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.79M
2
RJA
Raymond James & Associates
Florida
-$2.15M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.33M
4
UBS Group
UBS Group
Switzerland
-$1.18M
5
CA
Cetera Advisors
Colorado
-$1.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
76
Nations Financial Group
Iowa
$361K -$8.38K -600 -2%
EM
77
ELCO Management
New York
$360K -$1.4K -100 -0.4%
SCA
78
Snowden Capital Advisors
New York
$349K +$36.2K +2,596 +12%
SP
79
Stonebrook Private
Michigan
$346K +$324K +23,241 New
BCP
80
Blue Chip Partners
Michigan
$345K +$324K +23,221 New
CCG
81
Capital CS Group
California
$339K -$13.1K -935 -4%
SWA
82
Strategies Wealth Advisors
Michigan
$334K +$313K +22,440 New
SMC
83
Smith, Moore & Co
Missouri
$332K -$14K -1,000 -4%
AFG
84
Atomi Financial Group
New York
$320K +$37.9K +2,714 +14%
Baird Financial Group
85
Baird Financial Group
Wisconsin
$318K +$17.5K +1,255 +6%
KPWS
86
Kestra Private Wealth Services
Texas
$315K -$126K -9,043 -30%
CAM
87
Cresset Asset Management
Illinois
$313K +$61.6K +4,411 +27%
CWP
88
Cyndeo Wealth Partners
Florida
$310K – – –
Envestnet Asset Management
89
Envestnet Asset Management
Illinois
$307K -$78.2K -5,602 -21%
GSC
90
Grey Street Capital
Illinois
$304K – – –
ONB
91
Old National Bancorp
Indiana
$299K – – –
IFWM
92
Institute for Wealth Management
Colorado
$298K -$14K -1,000 -5%
GPFA
93
Game Plan Financial Advisors
Ohio
$297K +$279K +20,000 New
Wealth Enhancement Advisory Services
94
Wealth Enhancement Advisory Services
Minnesota
$292K -$179K -12,846 -40%
MFWP
95
Mosaic Family Wealth Partners
Missouri
$278K +$2.95K +211 +1%
IAIM
96
International Assets Investment Management
Florida
$278K – – –
DAS
97
Dynamic Advisor Solutions
Arizona
$271K -$12.9K -922 -5%
Cerity Partners
98
Cerity Partners
New York
$269K +$253K +18,115 New
SWM
99
Silverlake Wealth Management
Vermont
$268K +$796 +57 +0.3%
SWA
100
Stratos Wealth Advisors
Ohio
$258K +$4.73K +339 +2%
2 3
4
5 6

CSQ Hedge Fund Activity: Q4 2023 in Review

172 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Calamos Strategic Total Return Fund (CSQ) for Q4 2023, worth a combined $513M — up 21% from $423M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new CSQ positions and 13 closed out — a net gain of 7 holders — while 53 added to existing stakes and 51 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $54.4M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $2.79M.

  • 172 institutional investors held Calamos Strategic Total Return Fund (CSQ) as of Q4 2023, up from 167 in Q3 2023.
  • Funds reported $513M of Calamos Strategic Total Return Fund stock for Q4 2023, up 21% quarter-over-quarter.
  • 20 funds opened new Calamos Strategic Total Return Fund positions in Q4 2023 and 13 closed out, a net change of +7 holders.
  • The largest Calamos Strategic Total Return Fund buyer in Q4 2023 was Morgan Stanley, an estimated $54.4M added.
  • The largest Calamos Strategic Total Return Fund seller in Q4 2023 was Raymond James Financial Services Advisors, an estimated $2.79M sold.

Based on aggregated 13F filings for Q4 2023.