Calamos Strategic Total Return Fund
148 hedge funds and large institutions have $460M invested in Calamos Strategic Total Return Fund in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 55 increasing their positions, 34 reducing their positions, and 14 closing their positions.
62% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 34
7% more capital invested
Capital invested by funds: $430M → $460M (+$30M)
0.32% more ownership
Funds ownership: 15.99% → 16.31% (+0.32%)
1% less funds holding
Funds holding: 149 → 148 (-1)
7% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$3.55M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$2.39M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.06M |
| 4 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
+$1.69M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.67M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.63M |
| 3 |
FP
Financial Perspectives
Minneapolis,
Minnesota
|
-$1.62M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$748K |
| 5 |
CWM
Centric Wealth Management
Chicago,
Illinois
|
-$538K |
CSQ Hedge Fund Activity: Q2 2021 in Review
148 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Calamos Strategic Total Return Fund (CSQ) for Q2 2021, worth a combined $460M — up 7% from $430M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of CSQ and 13 opened new positions — a net loss of 1 holder — while 34 trimmed existing stakes and 55 added.
The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $3.55M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $2.67M.
- 148 institutional investors held Calamos Strategic Total Return Fund (CSQ) as of Q2 2021, down from 149 in Q1 2021.
- Funds reported $460M of Calamos Strategic Total Return Fund stock for Q2 2021, up 7% quarter-over-quarter.
- 13 funds opened new Calamos Strategic Total Return Fund positions in Q2 2021 and 14 closed out, a net change of -1 holder.
- The largest Calamos Strategic Total Return Fund buyer in Q2 2021 was Cambridge Investment Research Advisors, an estimated $3.55M added.
- The largest Calamos Strategic Total Return Fund seller in Q2 2021 was Raymond James Financial Services Advisors, an estimated $2.67M sold.
Based on aggregated 13F filings for Q2 2021.