Calamos Global Total Return Fund
CGO
23 hedge funds and large institutions have $11.3M invested in Calamos Global Total Return Fund in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
15% more capital invested
Capital invested by funds: $9.82M → $11.3M (+$1.47M)
15% more funds holding
Funds holding: 20 → 23 (+3)
0.65% less ownership
Funds ownership: 9.37% → 8.73% (-0.65%)
38% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$455K |
| 2 |
Invesco
Atlanta,
Georgia
|
+$331K |
| 3 |
LWM
Laidlaw Wealth Management
New York City,
New York
|
+$272K |
| 4 |
NA
Nottingham Advisors
Amherst,
New York
|
+$206K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$171K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$820K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$387K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$343K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$277K |
| 5 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
-$171K |
CGO Hedge Fund Activity: Q4 2020 in Review
23 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Calamos Global Total Return Fund (CGO) for Q4 2020, worth a combined $11.3M — up 15% from $9.82M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new CGO positions and 4 closed out — a net gain of 3 holders — while 5 added to existing stakes and 8 trimmed.
The largest buyer was Advisors Asset Management, opening a new position worth an estimated $455K. The largest seller was Shaker Financial Services, exiting entirely with an estimated $820K sold.
- 23 institutional investors held Calamos Global Total Return Fund (CGO) as of Q4 2020, up from 20 in Q3 2020.
- Funds reported $11.3M of Calamos Global Total Return Fund stock for Q4 2020, up 15% quarter-over-quarter.
- 7 funds opened new Calamos Global Total Return Fund positions in Q4 2020 and 4 closed out, a net change of +3 holders.
- The largest Calamos Global Total Return Fund buyer in Q4 2020 was Advisors Asset Management, an estimated $455K added.
- The largest Calamos Global Total Return Fund seller in Q4 2020 was Shaker Financial Services, an estimated $820K sold.
Based on aggregated 13F filings for Q4 2020.