Calamos Strategic Total Return Fund
167 hedge funds and large institutions have $423M invested in Calamos Strategic Total Return Fund in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 45 increasing their positions, 48 reducing their positions, and 14 closing their positions.
57% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 14
5% more funds holding
Funds holding: 159 → 167 (+8)
0.25% more ownership
Funds ownership: 18.69% → 18.94% (+0.25%)
3% less capital invested
Capital invested by funds: $437M → $423M (-$14.5M)
6% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 48
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.36M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.95M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.52M |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.1M |
| 5 |
Comerica Bank
Dallas,
Texas
|
+$861K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$2.32M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.8M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$605K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$603K |
| 5 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$578K |
CSQ Hedge Fund Activity: Q3 2023 in Review
167 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Calamos Strategic Total Return Fund (CSQ) for Q3 2023, worth a combined $423M — down 3.3% from $437M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new CSQ positions and 14 closed out — a net gain of 8 holders — while 45 added to existing stakes and 48 trimmed.
The largest buyer was Wells Fargo, adding an estimated $2.36M. The largest seller was B. Riley Wealth Advisors, cutting an estimated $2.32M.
- 167 institutional investors held Calamos Strategic Total Return Fund (CSQ) as of Q3 2023, up from 159 in Q2 2023.
- Funds reported $423M of Calamos Strategic Total Return Fund stock for Q3 2023, down 3.3% quarter-over-quarter.
- 22 funds opened new Calamos Strategic Total Return Fund positions in Q3 2023 and 14 closed out, a net change of +8 holders.
- The largest Calamos Strategic Total Return Fund buyer in Q3 2023 was Wells Fargo, an estimated $2.36M added.
- The largest Calamos Strategic Total Return Fund seller in Q3 2023 was B. Riley Wealth Advisors, an estimated $2.32M sold.
Based on aggregated 13F filings for Q3 2023.