Calamos Global Total Return Fund
CGO
26 hedge funds and large institutions have $19.7M invested in Calamos Global Total Return Fund in 2016 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 0 closing their positions.
8% more funds holding
Funds holding: 24 → 26 (+2)
0.05% more ownership
Funds ownership: 21.98% → 22.02% (+0.05%)
6% less capital invested
Capital invested by funds: $20.8M → $19.7M (-$1.2M)
31% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
+$450K |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$272K |
| 3 |
Citigroup
New York
|
+$222K |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$206K |
| 5 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$199K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$546K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$309K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$152K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$58.2K |
| 5 |
Morgan Stanley
New York
|
-$39.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Creative Planning
Overland Park,
Kansas
| $5K | +$5.21K | +485 | New |
|
CGO Hedge Fund Activity: Q4 2016 in Review
26 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Calamos Global Total Return Fund (CGO) for Q4 2016, worth a combined $19.7M — down 5.7% from $20.8M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new CGO positions and 0 closed out — a net gain of 3 holders — while 9 added to existing stakes and 13 trimmed.
The largest buyer was Financial & Investment Management Group, adding an estimated $450K. The largest seller was Shaker Financial Services, cutting an estimated $546K.
- 26 institutional investors held Calamos Global Total Return Fund (CGO) as of Q4 2016, up from 24 in Q3 2016.
- Funds reported $19.7M of Calamos Global Total Return Fund stock for Q4 2016, down 5.7% quarter-over-quarter.
- 3 funds opened new Calamos Global Total Return Fund positions in Q4 2016 and 0 closed out, a net change of +3 holders.
- The largest Calamos Global Total Return Fund buyer in Q4 2016 was Financial & Investment Management Group, an estimated $450K added.
- The largest Calamos Global Total Return Fund seller in Q4 2016 was Shaker Financial Services, an estimated $546K sold.
Based on aggregated 13F filings for Q4 2016.