Calamos Strategic Total Return Fund
159 hedge funds and large institutions have $476M invested in Calamos Strategic Total Return Fund in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 61 increasing their positions, 30 reducing their positions, and 25 closing their positions.
103% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 30
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% less ownership
Funds ownership: 17.32% → 17.32% (-0%)
5% less funds holding
Funds holding: 168 → 159 (-9)
9% less capital invested
Capital invested by funds: $523M → $476M (-$47.4M)
20% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cetera Advisors
Denver,
Colorado
|
+$3.36M |
| 2 |
Morgan Stanley
New York
|
+$2.63M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$2.03M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.27M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$911K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$5.3M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$3.05M |
| 3 |
FPOC
Financial Planners of Cleveland
Mayfield Heights,
Ohio
|
-$1.56M |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.19M |
| 5 |
SA
Scarborough Advisors
Annapolis,
Maryland
|
-$1.08M |
CSQ Hedge Fund Activity: Q1 2022 in Review
159 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Calamos Strategic Total Return Fund (CSQ) for Q1 2022, worth a combined $476M — down 9.1% from $523M a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of CSQ and 20 opened new positions — a net loss of 5 holders — while 30 trimmed existing stakes and 61 added.
The largest buyer was Cetera Advisors, adding an estimated $3.36M. The largest seller was Bank of America, cutting an estimated $5.3M.
- 159 institutional investors held Calamos Strategic Total Return Fund (CSQ) as of Q1 2022, down from 168 in Q4 2021.
- Funds reported $476M of Calamos Strategic Total Return Fund stock for Q1 2022, down 9.1% quarter-over-quarter.
- 20 funds opened new Calamos Strategic Total Return Fund positions in Q1 2022 and 25 closed out, a net change of -5 holders.
- The largest Calamos Strategic Total Return Fund buyer in Q1 2022 was Cetera Advisors, an estimated $3.36M added.
- The largest Calamos Strategic Total Return Fund seller in Q1 2022 was Bank of America, an estimated $5.3M sold.
Based on aggregated 13F filings for Q1 2022.