Calamos Strategic Total Return Fund
189 hedge funds and large institutions have $574M invested in Calamos Strategic Total Return Fund in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 63 increasing their positions, 50 reducing their positions, and 11 closing their positions.
27% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 11
26% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 50
5% more capital invested
Capital invested by funds: $544M → $574M (+$29.8M)
1% more funds holding
Funds holding: 188 → 189 (+1)
0.34% more ownership
Funds ownership: 20.51% → 20.85% (+0.34%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.01M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$3.26M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.49M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.19M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$916K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
-$3.29M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.98M |
| 3 |
JP Morgan Chase
New York
|
-$1.87M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$666K |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$567K |
CSQ Hedge Fund Activity: Q3 2024 in Review
189 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Calamos Strategic Total Return Fund (CSQ) for Q3 2024, worth a combined $574M — up 5.5% from $544M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new CSQ positions and 11 closed out — a net gain of 3 holders — while 63 added to existing stakes and 50 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $5.01M. The largest seller was Strategic Financial Concepts, cutting an estimated $3.29M.
- 189 institutional investors held Calamos Strategic Total Return Fund (CSQ) as of Q3 2024, up from 188 in Q2 2024.
- Funds reported $574M of Calamos Strategic Total Return Fund stock for Q3 2024, up 5.5% quarter-over-quarter.
- 14 funds opened new Calamos Strategic Total Return Fund positions in Q3 2024 and 11 closed out, a net change of +3 holders.
- The largest Calamos Strategic Total Return Fund buyer in Q3 2024 was Morgan Stanley, an estimated $5.01M added.
- The largest Calamos Strategic Total Return Fund seller in Q3 2024 was Strategic Financial Concepts, an estimated $3.29M sold.
Based on aggregated 13F filings for Q3 2024.