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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
AAS
101
Ameritas Advisory Services
Nebraska
$166K +$167K +12,382 New
MCC
102
Money Concepts Capital
Florida
$165K +$166K +12,289 New
JFG
103
Jefferies Financial Group
New York
$158K +$159K +11,760 New
Cerity Partners
104
Cerity Partners
New York
$155K +$157K +11,586 New
PWG
105
Private Wealth Group
Florida
$153K +$154K +11,404 New
USCWA
106
U.S. Capital Wealth Advisors
Texas
$152K +$973 +72 +0.6%
M&T Bank
107
M&T Bank
New York
$148K +$149K +11,027 New
DLHL
108
Donald L. Hagan LLC
Florida
$148K – – –
AA
109
Aire Advisors
California
$148K – – –
VF
110
Virtu Financial
New York
$145K -$662 -49 -0.5%
BPWM
111
Badgley Phelps Wealth Managers
Washington
$145K – – –
PTC
112
Private Trust Company
Ohio
$141K – – –
LC
113
Lindbrook Capital
California
$140K – – –
CA
114
CoreCap Advisors
Michigan
$137K – – –
HSA
115
HBK Sorce Advisory
Pennsylvania
$136K +$137K +10,114 New
Kayne Anderson Rudnick Investment Management
116
Kayne Anderson Rudnick Investment Management
California
$135K – – –
SYBT
117
Stock Yards Bank & Trust
Kentucky
$135K – – –
PA
118
Parallel Advisors
California
$98K -$770 -57 -0.8%
IA
119
IFP Advisors
Florida
$90K -$22.3K -1,650 -19%
FP
120
Financial Perspectives
Minnesota
$85.7K +$1.97K +146 +2%
BC
121
Barrett & Company
Rhode Island
$83.9K – – –
CSPIA
122
Cary Street Partners Investment Advisory
Virginia
$62.4K +$62.9K +4,652 New
BFEC
123
Benjamin F. Edwards & Company
Missouri
$62K -$20.5K -1,518 -25%
HNB
124
Huntington National Bank
Ohio
$59.1K – – –
GC
125
Gould Capital
Washington
$53.7K – – –
3 4
5
6 7

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.