Calamos Strategic Total Return Fund
172 hedge funds and large institutions have $513M invested in Calamos Strategic Total Return Fund in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 51 reducing their positions, and 13 closing their positions.
54% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 13
21% more capital invested
Capital invested by funds: $423M → $513M (+$90.1M)
3% more funds holding
Funds holding: 167 → 172 (+5)
2.73% more ownership
Funds ownership: 18.94% → 21.67% (+2.7%)
4% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 51
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$54.4M |
| 2 |
JP Morgan Chase
New York
|
+$4.13M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$3.52M |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$2.44M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.5M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KA
176
Kovack Advisors
Ft. Lauderdale,
Florida
| – | -$142K | -10,092 | Closed |
|
|
HGERS
177
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| – | -$107K | -7,614 | Closed |
|
|
CSPIA
178
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$45.9K | -3,260 | Closed |
|
179
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$36K | -2,560 | Closed |
|
|
FMII
180
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| – | -$29.4K | -2,087 | Closed |
|
|
SCA
181
Stonebridge Capital Advisors
St Paul,
Minnesota
| – | -$21.9K | -1,557 | Closed |
|
|
CT
182
Caldwell Trust
Venice,
Florida
| – | -$19.4K | -1,382 | Closed |
|
|
RW
183
RVW Wealth
Los Angeles,
California
| – | -$15.5K | -1,103 | Closed |
|
|
CAL
184
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$1K | -55 | Closed |
|
|
TRCT
185
Tower Research Capital (TRC)
New York
| – | -$633 | -45 | Closed |
|
CSQ Hedge Fund Activity: Q4 2023 in Review
172 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Calamos Strategic Total Return Fund (CSQ) for Q4 2023, worth a combined $513M — up 21% from $423M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new CSQ positions and 13 closed out — a net gain of 7 holders — while 53 added to existing stakes and 51 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $54.4M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $2.79M.
- 172 institutional investors held Calamos Strategic Total Return Fund (CSQ) as of Q4 2023, up from 167 in Q3 2023.
- Funds reported $513M of Calamos Strategic Total Return Fund stock for Q4 2023, up 21% quarter-over-quarter.
- 20 funds opened new Calamos Strategic Total Return Fund positions in Q4 2023 and 13 closed out, a net change of +7 holders.
- The largest Calamos Strategic Total Return Fund buyer in Q4 2023 was Morgan Stanley, an estimated $54.4M added.
- The largest Calamos Strategic Total Return Fund seller in Q4 2023 was Raymond James Financial Services Advisors, an estimated $2.79M sold.
Based on aggregated 13F filings for Q4 2023.