CSQ
CALAMOS STRATEGIC TOTAL RETURN FUNDMarquee-fund ownership over time
This quarter's activity
New positions opened
Positions exited
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| AQR Capital Management | Q2 2026(8Q snapshot) | 1Q | $20 | $20 | -1% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Citadel Advisors | Q3 2025 | Q1 2026 | → $18 | +6% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at CALAMOS STRATEGIC TOTAL RETURN FUND. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Jan 31, 2025 — the most recent Form 4 on file — not from today.
- Form 40001679182-25-000002Jan 31, 2025
- Form 40000314984-24-000045Oct 9, 2024
- Form 40000905148-24-002536Sep 10, 2024
- Form 40001671788-23-000001Dec 6, 2023
- Form 40001140361-22-032789Sep 8, 2022
- Form 40000314984-22-000029Sep 7, 2022
- Form 40001140361-22-020874May 26, 2022
- Form 40001140361-22-020873May 26, 2022
- Form 40001671788-21-000001Feb 17, 2021
- Form 40001671788-20-000004Dec 18, 2020
- Form 40001536407-19-000006Dec 20, 2019
- Form 40001343519-18-000002Jan 3, 2018
- Form 40001316507-17-000001Jan 25, 2017
- Form 40001652122-16-000003Mar 2, 2016
- Form 40001010506-14-000002Jul 11, 2014
Fundamentals
XBRL · CALAMOS STRATEGIC TOTAL RETURN FUNDNot enough XBRL history to plot. CALAMOS STRATEGIC TOTAL RETURN FUNDhasn't tagged revenue, net income, EPS, or operating cash flow in the SEC us-gaap taxonomy with at least two fiscal-year periods — typical for SPACs / trust vehicles, pre-revenue biotechs, recent IPOs, and foreign filers reporting under IFRS.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for CALAMOS STRATEGIC TOTAL RETURN FUND — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- DEF 14AProxy statementMay 11, 2026
- DEF 14AProxy statementMay 12, 2025
- SC 13G/A5%+ ownership (amended)Nov 14, 2024
- SC 13G/A5%+ ownership (amended)Nov 8, 2024
- SC 13G5%+ ownership (passive)Aug 30, 2024
- 8-KFORM 8-KMay 14, 2024
- DEF 14AProxy statementMay 14, 2024
- SC 13G/A5%+ ownership (amended)Feb 14, 2024
- SC 13G/A5%+ ownership (amended)Feb 14, 2024
- DEF 14AProxy statementMay 8, 2023
- SC 13G/AAMENDMENT NO. 5 TO SCHEDULE 13GFeb 28, 2023
- SC 13G/AAMENDMENT NO. 5 TO SCHEDULE 13GFeb 28, 2023
- SC 13G/A5%+ ownership (amended)Feb 16, 2023
- SC 13G/A5%+ ownership (amended)Feb 15, 2023
- SC 13G/A5%+ ownership (amended)Feb 14, 2023
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| AQR Capital Management | Q2 2026 | open | $20 | $20 | -1% |
| Citadel Advisors | Q3 2025 | Q1 2026 | $18 | $18 | +6% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.