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Calamos Strategic Total Return Fund
CSQ

68 hedge funds and large institutions have $170M invested in Calamos Strategic Total Return Fund in 2013 Q2 according to their latest regulatory filings, with 68 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

10.85% more ownership

Funds ownership: 0% → 10.85% (+11%)

Holders
68
Holders Change
+68
Holders Change %
–
% of All Funds
2.22%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
68
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$39.6M +$41M +3,905,352 New
Wells Fargo
2
Wells Fargo
California
$26.6M +$27.5M +2,619,271 New
U
3
UBS
Switzerland
$18.8M +$19.4M +1,851,567 New
Morgan Stanley
4
Morgan Stanley
New York
$15.6M +$16.1M +1,537,885 New
AAM
5
Advisors Asset Management
Colorado
$12.3M +$12.8M +1,216,456 New
GC
6
Guggenheim Capital
Illinois
$6.84M +$7.08M +674,511 New
PWM
7
ParenteBeard Wealth Management
Pennsylvania
$6.39M +$6.61M +629,816 New
LPL Financial
8
LPL Financial
California
$5.71M +$5.9M +562,811 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.26M +$4.4M +419,857 New
CTC
10
Central Trust Company
Missouri
$3.72M +$3.84M +366,468 New
PAIM
11
Punch & Associates Investment Management
Minnesota
$2.89M +$2.99M +284,774 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$2.54M +$2.63M +250,959 New
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$2.21M +$2.29M +218,205 New
SFS
14
Shaker Financial Services
Virginia
$2.03M +$2.1M +199,870 New
OA
15
Oxbow Advisors
Texas
$2.02M +$2.09M +199,145 New
CI
16
Conning Inc
Connecticut
$1.92M +$1.99M +189,380 New
RJA
17
Raymond James & Associates
Florida
$1.71M +$1.77M +168,990 New
GIM
18
Guild Investment Management
California
$1.61M +$1.67M +159,180 New
VCAM
19
Valentine Capital Asset Management
California
$1.41M +$1.46M +138,741 New
Invesco
20
Invesco
Georgia
$1.21M +$1.25M +119,431 New
FAAS
21
First Allied Advisory Services
California
$1.04M +$1.08M +103,289 New
VFS
22
VSR Financial Services
Kansas
$942K +$974K +92,865 New
HighTower Advisors
23
HighTower Advisors
Illinois
$793K +$820K +78,191 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$706K +$731K +69,642 New
OC
25
Oppenheimer & Co
New York
$507K +$525K +50,086 New
1
2 3

CSQ Hedge Fund Activity: Q2 2013 in Review

68 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Calamos Strategic Total Return Fund (CSQ) for Q2 2013, worth a combined $170M.

Buyers outnumbered sellers: 68 funds opened new CSQ positions and 0 closed out — a net gain of 68 holders — while 0 added to existing stakes and 0 trimmed.

  • 68 institutional investors held Calamos Strategic Total Return Fund (CSQ) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $170M of Calamos Strategic Total Return Fund stock for Q2 2013.
  • 68 funds opened new Calamos Strategic Total Return Fund positions in Q2 2013 and 0 closed out, a net change of +68 holders.

Based on aggregated 13F filings for Q2 2013.