Calamos Strategic Total Return Fund
133 hedge funds and large institutions have $339M invested in Calamos Strategic Total Return Fund in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 40 increasing their positions, 35 reducing their positions, and 15 closing their positions.
90% more capital inflows, than outflows
Capital inflows: $11.8M | Capital outflows: $6.17M
53% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 15
14% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 35
6% more funds holding
Funds holding: 125 → 133 (+8)
0.26% more ownership
Funds ownership: 15.98% → 16.24% (+0.26%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.73M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$1.38M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$851K |
| 4 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$717K |
| 5 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
+$651K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$861K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$635K |
| 3 |
Mariner
Overland Park,
Kansas
|
-$612K |
| 4 |
Morgan Stanley
New York
|
-$515K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$451K |
CSQ Hedge Fund Activity: Q3 2020 in Review
133 of the 4,972 institutional investors tracked by Wall St. Rank reported a position in Calamos Strategic Total Return Fund (CSQ) for Q3 2020, worth a combined $339M — up 10% from $308M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new CSQ positions and 15 closed out — a net gain of 8 holders — while 40 added to existing stakes and 35 trimmed.
The largest buyer was Shaker Financial Services, opening a new position worth an estimated $1.73M. The largest seller was Advisors Asset Management, cutting an estimated $861K.
- 133 institutional investors held Calamos Strategic Total Return Fund (CSQ) as of Q3 2020, up from 125 in Q2 2020.
- Funds reported $339M of Calamos Strategic Total Return Fund stock for Q3 2020, up 10% quarter-over-quarter.
- 23 funds opened new Calamos Strategic Total Return Fund positions in Q3 2020 and 15 closed out, a net change of +8 holders.
- The largest Calamos Strategic Total Return Fund buyer in Q3 2020 was Shaker Financial Services, an estimated $1.73M added.
- The largest Calamos Strategic Total Return Fund seller in Q3 2020 was Advisors Asset Management, an estimated $861K sold.
Based on aggregated 13F filings for Q3 2020.