Calamos Global Total Return Fund
CGO
23 hedge funds and large institutions have $12.5M invested in Calamos Global Total Return Fund in 2014 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
10% more funds holding
Funds holding: 21 → 23 (+2)
0.36% more ownership
Funds ownership: 11.09% → 11.45% (+0.36%)
2% less capital invested
Capital invested by funds: $12.7M → $12.5M (-$202K)
14% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$626K |
| 2 |
Morgan Stanley
New York
|
+$154K |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$35.7K |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
+$29.5K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$17.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$199K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$93.1K |
| 3 |
VFS
VSR Financial Services
Overland Park,
Kansas
|
-$56.1K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$50.3K |
| 5 |
BWFA
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
-$17K |
CGO Hedge Fund Activity: Q4 2014 in Review
23 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Calamos Global Total Return Fund (CGO) for Q4 2014, worth a combined $12.5M — down 1.6% from $12.7M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new CGO positions and 3 closed out — a net gain of 4 holders — while 6 added to existing stakes and 7 trimmed.
The largest buyer was Advisors Asset Management, adding an estimated $626K. The largest seller was Guggenheim Capital, cutting an estimated $199K.
- 23 institutional investors held Calamos Global Total Return Fund (CGO) as of Q4 2014, up from 21 in Q3 2014.
- Funds reported $12.5M of Calamos Global Total Return Fund stock for Q4 2014, down 1.6% quarter-over-quarter.
- 7 funds opened new Calamos Global Total Return Fund positions in Q4 2014 and 3 closed out, a net change of +4 holders.
- The largest Calamos Global Total Return Fund buyer in Q4 2014 was Advisors Asset Management, an estimated $626K added.
- The largest Calamos Global Total Return Fund seller in Q4 2014 was Guggenheim Capital, an estimated $199K sold.
Based on aggregated 13F filings for Q4 2014.