Calamos Strategic Total Return Fund (CSQ)
Calamos Strategic Total Return Fund (CSQ) is listed on Nasdaq, where it has traded since March 26, 2004.
- Listed On
- Nasdaq
- Listed Since
- March 26, 2004
- Market Cap
- $3.2B
About Calamos Strategic Total Return Fund
Calamos Strategic Total Return Fund is a diversified, closed-end management investment company. The fund's objective is to provide total return through a combination of capital appreciation and current income. Its investment portfolio comprises equities, convertible securities, and high-yield corporate bonds.
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 221 institutions reported holding CSQ, with 38.0 million shares worth $784.3 million in aggregate. The largest reported holder was Bank of America, with 4.9 million shares worth $100.0 million. Of the 5 largest holders listed below, 3 added shares and 2 reduced their positions during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Bank of America | 4,865,484 | $100M | Added 0.16% |
| Morgan Stanley | 4,298,735 | $88M | Reduced 1.55% |
| UBS Group | 3,938,053 | $81M | Added 0.74% |
| Wells Fargo & Company/MN | 3,045,129 | $63M | Reduced 0.58% |
| Raymond James Financial | 2,356,479 | $48M | Added 10.83% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is CSQ?
Calamos Strategic Total Return Fund (CSQ) is listed on Nasdaq, where it has traded since March 26, 2004.
Who are the largest institutional holders of CSQ?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of CSQ were Bank of America, Morgan Stanley and UBS Group.
How many institutions own CSQ?
221 institutions reported a position in CSQ for the quarter ended June 30, 2026, worth $784.3 million in total.
Did institutions buy or sell CSQ last quarter?
Of the 5 largest reported holders, 3 added shares and 2 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for CSQ.
Every reported institutional holder, plus insider and congressional trades in CSQ, on SentiSense.