Calamos Strategic Total Return Fund
149 hedge funds and large institutions have $401M invested in Calamos Strategic Total Return Fund in 2020 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 49 increasing their positions, 36 reducing their positions, and 14 closing their positions.
121% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 14
36% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 36
19% more capital invested
Capital invested by funds: $339M → $401M (+$62.8M)
12% more funds holding
Funds holding: 133 → 149 (+16)
0.17% more ownership
Funds ownership: 16.24% → 16.41% (+0.17%)
Top Buyers
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.43M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.06M |
| 3 |
LWM
Laidlaw Wealth Management
New York City,
New York
|
+$1.05M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$853K |
| 5 |
Mariner
Overland Park,
Kansas
|
+$728K |
Top Sellers
| 1 |
LPL Financial
San Diego,
California
|
-$3.28M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.74M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.23M |
| 4 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$904K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$615K |
CSQ Hedge Fund Activity: Q4 2020 in Review
149 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Calamos Strategic Total Return Fund (CSQ) for Q4 2020, worth a combined $401M — up 19% from $339M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new CSQ positions and 14 closed out — a net gain of 17 holders — while 49 added to existing stakes and 36 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $1.43M. The largest seller was LPL Financial, cutting an estimated $3.28M.
- 149 institutional investors held Calamos Strategic Total Return Fund (CSQ) as of Q4 2020, up from 133 in Q3 2020.
- Funds reported $401M of Calamos Strategic Total Return Fund stock for Q4 2020, up 19% quarter-over-quarter.
- 31 funds opened new Calamos Strategic Total Return Fund positions in Q4 2020 and 14 closed out, a net change of +17 holders.
- The largest Calamos Strategic Total Return Fund buyer in Q4 2020 was Guggenheim Capital, an estimated $1.43M added.
- The largest Calamos Strategic Total Return Fund seller in Q4 2020 was LPL Financial, an estimated $3.28M sold.
Based on aggregated 13F filings for Q4 2020.