Calamos Strategic Total Return Fund
156 hedge funds and large institutions have $357M invested in Calamos Strategic Total Return Fund in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 32 reducing their positions, and 15 closing their positions.
69% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 32
40% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 15
3% more funds holding
Funds holding: 152 → 156 (+4)
0.43% more ownership
Funds ownership: 17.69% → 18.11% (+0.43%)
2% less capital invested
Capital invested by funds: $364M → $357M (-$6.71M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MGAM
McGowan Group Asset Management
Dallas,
Texas
|
+$6.11M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$5.93M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$4M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.5M |
| 5 |
Morgan Stanley
New York
|
+$1.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$4.39M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$3.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.94M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.5M |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$570K |
CSQ Hedge Fund Activity: Q3 2022 in Review
156 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Calamos Strategic Total Return Fund (CSQ) for Q3 2022, worth a combined $357M — down 1.8% from $364M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new CSQ positions and 15 closed out — a net gain of 6 holders — while 54 added to existing stakes and 32 trimmed.
The largest buyer was McGowan Group Asset Management, adding an estimated $6.11M. The largest seller was Shaker Financial Services, cutting an estimated $4.39M.
- 156 institutional investors held Calamos Strategic Total Return Fund (CSQ) as of Q3 2022, up from 152 in Q2 2022.
- Funds reported $357M of Calamos Strategic Total Return Fund stock for Q3 2022, down 1.8% quarter-over-quarter.
- 21 funds opened new Calamos Strategic Total Return Fund positions in Q3 2022 and 15 closed out, a net change of +6 holders.
- The largest Calamos Strategic Total Return Fund buyer in Q3 2022 was McGowan Group Asset Management, an estimated $6.11M added.
- The largest Calamos Strategic Total Return Fund seller in Q3 2022 was Shaker Financial Services, an estimated $4.39M sold.
Based on aggregated 13F filings for Q3 2022.