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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
SC
151
SouthState Corp
Florida
$4.19K +$4.22K +312 New
BC
152
Bartlett & Co
Ohio
$4K – – –
SWA
153
SOA Wealth Advisors
New York
$3.82K +$95 +7 +3%
BCWM
154
Bartlett & Co Wealth Management
Ohio
$3.65K – – –
KFI
155
Key Financial Inc
Pennsylvania
$3.13K – – –
CAL
156
Capital Analysts LLC
Pennsylvania
$3K – – –
CSB
157
City State Bank
Iowa
$3K – – –
IBOK
158
Independence Bank of Kentucky
Kentucky
$2K +$2.31K +171 New
RWPA
159
Richard W. Paul & Associates
Michigan
$1.02K +$1.03K +76 New
PAG
160
Private Advisor Group
New Jersey
$625 +$104K +7,722 +20%
CAM
161
Cresset Asset Management
Illinois
$188 -$208K -15,418 -51%
WIM
162
Westside Investment Management
California
$23 -$20K -1,480 -46%
AssetMark Inc
163
AssetMark Inc
California
$8 – – –
WP
164
WealthSource Partners
California
– -$795K -63,639 Closed
Invesco
165
Invesco
Georgia
– -$326K -26,116 Closed
SB
166
Simmons Bank
Arkansas
– -$167K -13,377 Closed
SWM
167
SeaCrest Wealth Management
New York
– -$144K -11,533 Closed
TSS
168
Two Sigma Securities
New York
– -$134K -10,754 Closed
Baird Financial Group
169
Baird Financial Group
Wisconsin
– -$127K -10,175 Closed
CPIG
170
Chicago Partners Investment Group
Illinois
– -$136K -10,000 Closed
HGERS
171
Householder Group Estate & Retirement Specialist
Arizona
– -$95K -7,614 Closed
PMFA
172
Plante Moran Financial Advisors
Michigan
– -$68K -5,425 Closed
IAMOG
173
Investors Asset Management of Georgia
Georgia
– -$41K -3,270 Closed
CHA
174
Carmichael Hill & Associates
Maryland
– -$34K -2,745 Closed
CWM
175
Castle Wealth Management
Florida
– -$19K -1,500 Closed
4 5 6
7
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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.