Business description: Calamos Strategic Total Return Fund

Calamos Strategic Total Return Fund (the Fund) is a diversified, closed-end management investment company. The Fund’s investment objective is to provide total return through a combination of capital appreciation and current income. The Fund invests in a diversified portfolio of equities, convertible securities, and high yield securities. The Fund, under normal circumstances, will invest at least 50% of its managed assets in equity securities (including securities that are convertible into equity securities). The Fund may invest up to 35% of its managed assets in securities of foreign issuers, including debt and equity securities of corporate issuers, and debt securities of government issuers in developed and emerging markets. The Fund holds investments in various sectors, such as information technology, consumer discretionary, financials, healthcare, industrials, consumer staples, energy, airlines, utilities, materials, and real estate. Calamos Advisors LLC is its investment advisor.

Sales by Activity: Calamos Strategic Total Return Fund

Fiscal Period: October 2021 (USD) 2022 (USD) 2023 (USD) 2024 (USD) 2025 (USD)

Financial Services - Closed End Funds

69.96M 71.13M 77.97M 78.48M 79.9M

Geographical breakdown of sales: Calamos Strategic Total Return Fund

Fiscal Period: October 2021 (USD) 2022 (USD) 2023 (USD) 2024 (USD) 2025 (USD)

United States

69.96M 71.13M 77.97M 78.48M 79.9M

Executive Committee: Calamos Strategic Total Return Fund

Manager TitleAgeSince
Director of Finance/CFO 65 01/08/2019
President 86 01/01/2003
Compliance Officer 75 01/01/2005
Corporate Officer/Principal 60 01/01/2016
Corporate Officer/Principal 62 01/01/2013

Composition of the Board of Directors: Calamos Strategic Total Return Fund

Director TitleAgeSince
Chairman 86 01/01/2003
Director/Board Member 76 01/01/2003
Director/Board Member 75 01/01/2003
Director/Board Member 62 01/01/2015
Director/Board Member 69 01/01/2018
Director/Board Member 73 01/01/2019
Director/Board Member 67 01/01/2003

Shareholders: Calamos Strategic Total Return Fund

NameStocks%Valuation
Bank of America NA (Charlotte, North Carolina)
3.029 %
4,857,535 3.029 % 100 M $
Morgan Stanley Capital Services LLC
2.723 %
4,366,213 2.723 % 90 M $
UBS Financial Services, Inc.
2.437 %
3,908,389 2.437 % 81 M $
Wells Fargo Advisors Financial Network LLC
1.91 %
3,062,741 1.91 % 63 M $
RBC Capital Markets LLC
1.413 %
2,265,252 1.413 % 47 M $
NameStocks%Valuation
Apollo Management Holdings GP LLC
48 %
1,920,000 48 % 40 M $
12.4 %
496,000 12.4 % 10 M $
8 %
320,000 8 % 7 M $
NameStocks%Valuation
Thrivent Financial for Lutherans (Investment Portfolio)
22.22 %
720,000 22.22 % 15 M $
Metlife Insurance KK (Investment Portfolio)
20.49 %
664,000 20.49 % 14 M $
19.75 %
640,000 19.75 % 13 M $
12.96 %
420,000 12.96 % 9 M $
Metropolitan Life Insurance Co. (Investment Portfolio)
6.79 %
220,000 6.79 % 5 M $
NameStocks%Valuation
64.52 %
1,600,000 64.52 % 33 M $
24.19 %
600,000 24.19 % 12 M $
11.29 %
280,000 11.29 % 6 M $

Company details: Calamos Strategic Total Return Fund

Calamos Strategic Total Return Fund

2020 Calamos Court

60563-2787, Naperville

+

address Calamos Strategic Total Return Fund(CSQ)

Closed End Funds

Change 5-day change 1-year change 3-year change Capi.($)
+0.79%+0.28%+13.84%+40.72% 3.2B
+0.52%-2.41%+22.65%+107.68% 15.11B
+1.57%-0.26%+76.02%+161.89% 13.55B
0.00%-4.36%-1.24%+37.61% 8.99B
+0.76%-1.56%+41.68%+132.55% 8.26B
-0.76%-2.59%-13.05%-10.38% 7.58B
+0.27%-2.00%+11.89%+45.25% 6.38B
0.00%-1.21%+4.24%+15.16% 4.53B
-0.09%+0.22%+10.07%+5.43% 4.05B
+1.21%-0.68% - - 3.73B
Average +0.49%-4.65%+18.46%+59.54% 7.54B
Weighted average by Cap. +0.55%-6.07%+24.94%+79.33%
  1. Stock Market
  2. Stocks
  3. CSQ Stock
  4. Company Calamos Strategic Total Return Fund
- 40% : Our Best Subscriber-Only Tools to Spot Tomorrow’s Top Investments!
d
:
:
SEIZE THE OFFER!