Calamos Global Total Return Fund
CGO
31 hedge funds and large institutions have $11.8M invested in Calamos Global Total Return Fund in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 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
17% more capital invested
Capital invested by funds: $10.1M → $11.8M (+$1.69M)
15% more funds holding
Funds holding: 27 → 31 (+4)
11% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 9
1.37% more ownership
Funds ownership: 11.66% → 13.03% (+1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Calamos Wealth Management
Naperville,
Illinois
|
+$1.07M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$426K |
| 3 |
Morgan Stanley
New York
|
+$208K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$142K |
| 5 |
SLWA
San Luis Wealth Advisors
San Luis Obispo,
California
|
+$138K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$303K |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$228K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$124K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$59.3K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$58.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $17K | +$466 | +48 | +3% |
|
|
GWM
27
Geneos Wealth Management
Englewood,
Colorado
| $12.5K | – | – | – |
|
|
SPIA
28
Steward Partners Investment Advisory
New York
| $7.25K | – | – | – |
|
29
Commonwealth Equity Services
Waltham,
Massachusetts
| $212 | -$19.3K | -1,987 | -8% |
|
|
HNB
30
Huntington National Bank
Columbus,
Ohio
| $9 | – | – | – |
|
31
Fidelity Investments
Boston,
Massachusetts
| $9 | +$10 | +1 | New |
|
|
RJFSA
32
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$124K | -14,035 | Closed |
|
CGO Hedge Fund Activity: Q1 2023 in Review
31 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Calamos Global Total Return Fund (CGO) for Q1 2023, worth a combined $11.8M — up 17% from $10.1M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CGO positions and 1 closed out — a net gain of 5 holders — while 10 added to existing stakes and 9 trimmed.
The largest buyer was Calamos Wealth Management, opening a new position worth an estimated $1.07M. The largest seller was Guggenheim Capital, cutting an estimated $303K.
- 31 institutional investors held Calamos Global Total Return Fund (CGO) as of Q1 2023, up from 27 in Q4 2022.
- Funds reported $11.8M of Calamos Global Total Return Fund stock for Q1 2023, up 17% quarter-over-quarter.
- 6 funds opened new Calamos Global Total Return Fund positions in Q1 2023 and 1 closed out, a net change of +5 holders.
- The largest Calamos Global Total Return Fund buyer in Q1 2023 was Calamos Wealth Management, an estimated $1.07M added.
- The largest Calamos Global Total Return Fund seller in Q1 2023 was Guggenheim Capital, an estimated $303K sold.
Based on aggregated 13F filings for Q1 2023.