Calamos Strategic Total Return Fund
130 hedge funds and large institutions have $307M invested in Calamos Strategic Total Return Fund in 2019 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 34 reducing their positions, and 15 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 34
17% more capital invested
Capital invested by funds: $264M → $307M (+$43.7M)
13% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 15
0% more funds holding
Funds holding: 130 → 130 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.07% less ownership
Funds ownership: 16.09% → 16.02% (-0.07%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$5.04M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.86M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.23M |
| 4 |
Morgan Stanley
New York
|
+$1.03M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$781K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$4.56M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$2.07M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$1.64M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.42M |
| 5 |
BlackRock
New York
|
-$1.3M |
CSQ Hedge Fund Activity: Q1 2019 in Review
130 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Calamos Strategic Total Return Fund (CSQ) for Q1 2019, worth a combined $307M — up 17% from $264M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new CSQ positions and 15 closed out — a net gain of 2 holders — while 44 added to existing stakes and 34 trimmed.
The largest buyer was UBS Group, adding an estimated $5.04M. The largest seller was Advisors Asset Management, cutting an estimated $4.56M.
- 130 institutional investors held Calamos Strategic Total Return Fund (CSQ) as of Q1 2019, unchanged from Q4 2018.
- Funds reported $307M of Calamos Strategic Total Return Fund stock for Q1 2019, up 17% quarter-over-quarter.
- 17 funds opened new Calamos Strategic Total Return Fund positions in Q1 2019 and 15 closed out, a net change of +2 holders.
- The largest Calamos Strategic Total Return Fund buyer in Q1 2019 was UBS Group, an estimated $5.04M added.
- The largest Calamos Strategic Total Return Fund seller in Q1 2019 was Advisors Asset Management, an estimated $4.56M sold.
Based on aggregated 13F filings for Q1 2019.