Calamos Strategic Total Return Fund
178 hedge funds and large institutions have $522M invested in Calamos Strategic Total Return Fund in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 61 increasing their positions, 48 reducing their positions, and 12 closing their positions.
67% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 12
27% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 48
15% more capital invested
Capital invested by funds: $454M → $522M (+$67.9M)
3% more funds holding
Funds holding: 172 → 178 (+6)
0.87% more ownership
Funds ownership: 19.24% → 20.11% (+0.87%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$7.73M |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$7.33M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.02M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.85M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.54M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.07M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$732K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$661K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$639K |
CSQ Hedge Fund Activity: Q1 2024 in Review
178 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Calamos Strategic Total Return Fund (CSQ) for Q1 2024, worth a combined $522M — up 15% from $454M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new CSQ positions and 12 closed out — a net gain of 8 holders — while 61 added to existing stakes and 48 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $7.73M. The largest seller was Shaker Financial Services, cutting an estimated $1.54M.
- 178 institutional investors held Calamos Strategic Total Return Fund (CSQ) as of Q1 2024, up from 172 in Q4 2023.
- Funds reported $522M of Calamos Strategic Total Return Fund stock for Q1 2024, up 15% quarter-over-quarter.
- 20 funds opened new Calamos Strategic Total Return Fund positions in Q1 2024 and 12 closed out, a net change of +8 holders.
- The largest Calamos Strategic Total Return Fund buyer in Q1 2024 was Cetera Investment Advisers, an estimated $7.73M added.
- The largest Calamos Strategic Total Return Fund seller in Q1 2024 was Shaker Financial Services, an estimated $1.54M sold.
Based on aggregated 13F filings for Q1 2024.