Calamos Strategic Total Return Fund
133 hedge funds and large institutions have $339M invested in Calamos Strategic Total Return Fund in 2019 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 33 increasing their positions, 42 reducing their positions, and 12 closing their positions.
75% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 12
8% more capital invested
Capital invested by funds: $314M → $339M (+$24.6M)
5% more funds holding
Funds holding: 127 → 133 (+6)
0.17% more ownership
Funds ownership: 15.94% → 16.11% (+0.17%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
21% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 42
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.03M |
| 2 |
Morgan Stanley
New York
|
+$2.27M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.2M |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$1.13M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$684K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$2.45M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$1.33M |
| 3 |
CWP
Capital Wealth Planning
Naples,
Florida
|
-$1.11M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$943K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$913K |
CSQ Hedge Fund Activity: Q4 2019 in Review
133 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Calamos Strategic Total Return Fund (CSQ) for Q4 2019, worth a combined $339M — up 7.8% from $314M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new CSQ positions and 12 closed out — a net gain of 9 holders — while 33 added to existing stakes and 42 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $3.03M. The largest seller was Advisors Asset Management, cutting an estimated $2.45M.
- 133 institutional investors held Calamos Strategic Total Return Fund (CSQ) as of Q4 2019, up from 127 in Q3 2019.
- Funds reported $339M of Calamos Strategic Total Return Fund stock for Q4 2019, up 7.8% quarter-over-quarter.
- 21 funds opened new Calamos Strategic Total Return Fund positions in Q4 2019 and 12 closed out, a net change of +9 holders.
- The largest Calamos Strategic Total Return Fund buyer in Q4 2019 was Royal Bank of Canada, an estimated $3.03M added.
- The largest Calamos Strategic Total Return Fund seller in Q4 2019 was Advisors Asset Management, an estimated $2.45M sold.
Based on aggregated 13F filings for Q4 2019.