Calamos Strategic Total Return Fund
159 hedge funds and large institutions have $437M invested in Calamos Strategic Total Return Fund in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 55 increasing their positions, 40 reducing their positions, and 12 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
38% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 40
7% more capital invested
Capital invested by funds: $410M → $437M (+$26.7M)
0.2% more ownership
Funds ownership: 18.48% → 18.69% (+0.2%)
5% less funds holding
Funds holding: 168 → 159 (-9)
42% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$3.35M |
| 2 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$2.23M |
| 3 |
SC
Savant Capital
Rockford,
Illinois
|
+$2M |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.1M |
| 5 |
CPC
Consolidated Planning Corp
Atlanta,
Georgia
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$4.31M |
| 2 |
Morgan Stanley
New York
|
-$1.22M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$978K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$717K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$413K |
CSQ Hedge Fund Activity: Q2 2023 in Review
159 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Calamos Strategic Total Return Fund (CSQ) for Q2 2023, worth a combined $437M — up 6.5% from $410M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of CSQ and 7 opened new positions — a net loss of 5 holders — while 40 trimmed existing stakes and 55 added.
The largest buyer was Wells Fargo, adding an estimated $3.35M. The largest seller was UBS Group, cutting an estimated $4.31M.
- 159 institutional investors held Calamos Strategic Total Return Fund (CSQ) as of Q2 2023, down from 168 in Q1 2023.
- Funds reported $437M of Calamos Strategic Total Return Fund stock for Q2 2023, up 6.5% quarter-over-quarter.
- 7 funds opened new Calamos Strategic Total Return Fund positions in Q2 2023 and 12 closed out, a net change of -5 holders.
- The largest Calamos Strategic Total Return Fund buyer in Q2 2023 was Wells Fargo, an estimated $3.35M added.
- The largest Calamos Strategic Total Return Fund seller in Q2 2023 was UBS Group, an estimated $4.31M sold.
Based on aggregated 13F filings for Q2 2023.