Calamos Strategic Total Return Fund
188 hedge funds and large institutions have $544M invested in Calamos Strategic Total Return Fund in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 54 reducing their positions, and 13 closing their positions.
92% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 13
6% more funds holding
Funds holding: 178 → 188 (+10)
6% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 54
4% more capital invested
Capital invested by funds: $522M → $544M (+$22.5M)
0.4% more ownership
Funds ownership: 20.11% → 20.51% (+0.4%)
Top Buyers
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$7.78M |
| 2 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$3.16M |
| 3 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
+$2.81M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.09M |
| 5 |
RVPG
Relative Value Partners Group
|
+$1.29M |
Top Sellers
| 1 |
JP Morgan Chase
New York
|
-$2.5M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.66M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.25M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.18M |
| 5 |
ZIG
Zuckerman Investment Group
Chicago,
Illinois
|
-$458K |
CSQ Hedge Fund Activity: Q2 2024 in Review
188 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Calamos Strategic Total Return Fund (CSQ) for Q2 2024, worth a combined $544M — up 4.3% from $522M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new CSQ positions and 13 closed out — a net gain of 12 holders — while 57 added to existing stakes and 54 trimmed.
The largest buyer was Cornerstone Advisors, adding an estimated $7.78M. The largest seller was JP Morgan Chase, cutting an estimated $2.5M.
- 188 institutional investors held Calamos Strategic Total Return Fund (CSQ) as of Q2 2024, up from 178 in Q1 2024.
- Funds reported $544M of Calamos Strategic Total Return Fund stock for Q2 2024, up 4.3% quarter-over-quarter.
- 25 funds opened new Calamos Strategic Total Return Fund positions in Q2 2024 and 13 closed out, a net change of +12 holders.
- The largest Calamos Strategic Total Return Fund buyer in Q2 2024 was Cornerstone Advisors, an estimated $7.78M added.
- The largest Calamos Strategic Total Return Fund seller in Q2 2024 was JP Morgan Chase, an estimated $2.5M sold.
Based on aggregated 13F filings for Q2 2024.