CGO

Calamos Global Total Return Fund
CGO

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
+4
Holders Change %
+14.81%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
10
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Calamos Wealth Management
Illinois
$1.04M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$885K
3
Morgan Stanley
Morgan Stanley
New York
$2.65M
4
WAM
Wolverine Asset Management
Illinois
$615K
5
SLWA
San Luis Wealth Advisors
California
$134K

Top Sellers

1
GC
Guggenheim Capital
Illinois
$1.2M
2
SFS
Shaker Financial Services
Virginia
$276K
3
RJFSA
Raymond James Financial Services Advisors
Florida
$0
4
Bank of America
Bank of America
North Carolina
$285K
5
Osaic Holdings
Osaic Holdings
Arizona
$337K
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$17K +$456 +48 +3%
GWM
27
Geneos Wealth Management
Colorado
$12.5K – – –
SPIA
28
Steward Partners Investment Advisory
New York
$7.25K – – –
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$212 -$19 -1,987 -8%
HNB
30
Huntington National Bank
Ohio
$9 – – –
Fidelity Investments
31
Fidelity Investments
Massachusetts
$9 +$9 +1 New
RJFSA
32
Raymond James Financial Services Advisors
Florida
– -$124K -14,035 Closed
1
2