Calamos Strategic Total Return Fund
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About the company
The Calamos Strategic Total Return Fund functions as a closed-end balanced mutual fund, originally launched by Calamos Investments LLC and currently managed by Calamos Advisors LLC. This fund primarily allocates capital within the public equity and fixed income markets of the United States, targeting investments in companies operating across a wide range of sectors. Its portfolio predominantly features common and preferred stocks from businesses of all market capitalizations, alongside convertible securities and high-yield corporate bonds, which typically maintain an average S&P credit rating of BB.
- CEO
- John Peter Calamos
- IPO
- 2004
- HQ
- Naperville, IL, US
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Similar companies
Peers in the same neighborhood.
- Market Cap
- $3.29B
- P/E
- 3.10
- PEG
- 0.01
- P/S
- 8.12
- P/B
- 0.94
- EV/EBITDA
- 4.06
- Div Yield
- 7.06%
- Gross Margin
- 88.63%
- Op Margin
- 277.04%
- Net Margin
- 261.89%
- ROE
- 31.11%
- ROIC
- 22.84%
Latest fiscal year · YoY change
- Revenue
- $347.13M-59.8%
- Gross Profit
- $303.76M-64.8%
- Op Income
- $785.55M
- Net Income
- $721.78M-16.3%
- EPS
- $4.50-16.2%
- OCF Growth
- -109.0%
- FCF Growth
- -109.0%
- 52W High
- $21.17
- 52W Low
- $16.41
- 50D MA
- $20.69
- 200D MA
- $19.73
- Beta
- 1.31
- RSI (14)
- 46
- Avg Volume
- 184.94K
No earnings-call transcripts are available for CSQ yet.
- Free Float
- 99.8%
- Shares Outstanding
- 160.37M
- Float Shares
- 160.10M
of shares held by institutions
222 13F filers
Buy/sell ratio 0.00. Sells can include pre-scheduled 10b5-1 plan sales, not just discretionary selling.
Top institutional holders
Largest 13F positions, with quarter-over-quarter change.
| Holder | Shares | Δ Quarter |
|---|---|---|
| Bank Of America Corp | 4.87M | ▲ 7.95K |
| Morgan Stanley | 4.30M | ▼ 67.48K |
| Ubs Group AG | 3.94M | ▲ 29.00K |
| Wells Fargo & Company/Mn | 3.05M | ▼ 17.61K |
| Raymond James Financial Inc | 2.36M | ▲ 230.34K |
| Royal Bank Of Canada | 2.16M | ▲ 44.76K |
| Karpus Management, Inc. | 2.05M | ▲ 107.58K |
| Lpl Financial LLC | 1.25M | ▲ 24.45K |
| Bensler, LLC | 1.15M | ▲ 38.17K |
| Mcgowan Group Asset Management, Inc. | 787.26K | ▼ 7.44K |
| Cetera Investment Advisers | 772.01K | ▼ 10.61K |
| Rockefeller Capital Management L.P. | 748.41K | ▲ 38.23K |
Held by 1 ETFs
Biggest fund positions in CSQ by dollar value.
Recent insider transactions
Who's buying, who's selling, and how much.
| Date | Insider | Type | Shares |
|---|---|---|---|
| Aug 26, 26 | LINCOLN NATIONAL LIFE INSURANCE CO /IN/ | other | 0 |
| Aug 26, 26 | LINCOLN NATIONAL LIFE INSURANCE CO /IN/ | other | 0 |
| Aug 24, 26 | MetLife Investment Management, LLC | other | 600,000 |
| Sep 2, 25 | PHLEGAR JEFFREY S | other | 0 |
| Sep 1, 25 | Koudounis John S. | other | 0 |
| Sep 1, 25 | Armstrong Hugh | other | 0 |
| Jul 29, 25 | Kelly Walter M | other | 0 |
| Jan 30, 25 | Herman Thomas E | buy | 11,507 |
| Jan 29, 25 | Herman Thomas E | buy | 11,683 |
| Dec 17, 24 | Kiley Thomas P III | other | 0 |
A “Sell” may be a pre-scheduled 10b5-1 plan sale rather than a discretionary decision — read insider selling with that in mind.
Our CSQ coverage
Recent articles, reports, and earnings notes.
No research on CSQ yet
For a full analyst-grade research report — grades, price targets, financials, chart analysis — generate one on demand.
Generate CSQ report →Calamos Investments Closed-End Funds (NASDAQ: CHI, CHY, CSQ, CGO, CHW, CCD and CPZ) Announce Monthly Distributions and Required Notifications of Sources of Distribution
prnewswire.com · Oct 1
CSQ: Strong Performance, But Leverage And Fees Limit Upside
seekingalpha.com · Sep 28
CSQ: Positioned For Growth In A Higher-Rate Market
seekingalpha.com · Sep 27
Calamos Investments Closed-End Funds (NASDAQ: CHI, CHY, CSQ, CGO, CHW, CCD and CPZ) Announce Monthly Distributions and Required Notifications of Sources of Distribution
prnewswire.com · Sep 1
Calamos Closed-End Funds (NASDAQ: CHI, CHY, CSQ, CHW, CGO and CCD) Announce Private Placements Totaling $248.25 Million of Mandatory Redeemable Preferred Shares
prnewswire.com · Aug 26
Calamos Investments Closed-End Funds (NASDAQ: CHI, CHY, CSQ, CGO, CHW, CCD and CPZ) Announce Monthly Distributions and Required Notifications of Sources of Distribution
prnewswire.com · Aug 3
CSQ: Trading Below Its Historical Discount
seekingalpha.com · Jul 13
Calamos Investments Closed-End Funds (NASDAQ: CHI, CHY, CSQ, CGO, CHW, CCD and CPZ) Announce Monthly Distributions and Required Notifications of Sources of Distribution
prnewswire.com · Jul 1
Headlines from third-party outlets — TickerSpark isn't affiliated with these sources.