Calamos Global Total Return Fund
CGO
26 hedge funds and large institutions have $8.62M invested in Calamos Global Total Return Fund in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 9 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
24% more funds holding
Funds holding: 21 → 26 (+5)
1.16% less ownership
Funds ownership: 11.15% → 9.99% (-1.2%)
35% less capital invested
Capital invested by funds: $13.2M → $8.62M (-$4.57M)
67% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.08M |
| 2 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$169K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$45.6K |
| 4 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
+$40.9K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$9.32K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.34M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$446K |
| 3 |
Morgan Stanley
New York
|
-$329K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$203K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$133K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
26
Steward Partners Investment Advisory
New York
| – | -$20K | -1,412 | Closed |
|
27
Fidelity Investments
Boston,
Massachusetts
| – | +$12 | +1 | New |
|
CGO Hedge Fund Activity: Q4 2018 in Review
26 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Calamos Global Total Return Fund (CGO) for Q4 2018, worth a combined $8.62M — down 35% from $13.2M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CGO positions and 1 closed out — a net gain of 5 holders — while 3 added to existing stakes and 9 trimmed.
The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $1.08M. The largest seller was Advisors Asset Management, cutting an estimated $1.34M.
- 26 institutional investors held Calamos Global Total Return Fund (CGO) as of Q4 2018, up from 21 in Q3 2018.
- Funds reported $8.62M of Calamos Global Total Return Fund stock for Q4 2018, down 35% quarter-over-quarter.
- 6 funds opened new Calamos Global Total Return Fund positions in Q4 2018 and 1 closed out, a net change of +5 holders.
- The largest Calamos Global Total Return Fund buyer in Q4 2018 was Wolverine Asset Management, an estimated $1.08M added.
- The largest Calamos Global Total Return Fund seller in Q4 2018 was Advisors Asset Management, an estimated $1.34M sold.
Based on aggregated 13F filings for Q4 2018.