Calamos Global Total Return Fund
CGO
29 hedge funds and large institutions have $11.7M invested in Calamos Global Total Return Fund in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 4 closing their positions.
0.78% less ownership
Funds ownership: 13.03% → 12.24% (-0.78%)
1% less capital invested
Capital invested by funds: $11.8M → $11.7M (-$153K)
6% less funds holding
Funds holding: 31 → 29 (-2)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
42% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$157K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$137K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$73.4K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$38.6K |
| 5 |
CWM
Calamos Wealth Management
Naperville,
Illinois
|
+$34.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$259K |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$181K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$175K |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$105K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$94.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
26
Steward Partners Investment Advisory
New York
| $7.48K | – | – | – |
|
|
AF
27
Advisornet Financial
Minnetonka,
Minnesota
| $3.88K | +$3.72K | +400 | New |
|
28
JP Morgan Chase
New York
| $3.73K | +$3.6K | +387 | New |
|
|
HNB
29
Huntington National Bank
Columbus,
Ohio
| $10 | – | – | – |
|
|
RJA
30
Raymond James & Associates
St Petersburg,
Florida
| – | -$181K | -19,228 | Closed |
|
|
31
Invesco
Atlanta,
Georgia
| – | -$175K | -18,617 | Closed |
|
|
AAS
32
Avantax Advisory Services
Dallas,
Texas
| – | -$105K | -11,200 | Closed |
|
33
Fidelity Investments
Boston,
Massachusetts
| – | -$9 | -1 | Closed |
|
CGO Hedge Fund Activity: Q2 2023 in Review
29 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Calamos Global Total Return Fund (CGO) for Q2 2023, worth a combined $11.7M — down 1.3% from $11.8M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of CGO and 3 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 7 added.
The largest buyer was LPL Financial, adding an estimated $157K. The largest seller was Guggenheim Capital, cutting an estimated $259K.
- 29 institutional investors held Calamos Global Total Return Fund (CGO) as of Q2 2023, down from 31 in Q1 2023.
- Funds reported $11.7M of Calamos Global Total Return Fund stock for Q2 2023, down 1.3% quarter-over-quarter.
- 3 funds opened new Calamos Global Total Return Fund positions in Q2 2023 and 4 closed out, a net change of -1 holder.
- The largest Calamos Global Total Return Fund buyer in Q2 2023 was LPL Financial, an estimated $157K added.
- The largest Calamos Global Total Return Fund seller in Q2 2023 was Guggenheim Capital, an estimated $259K sold.
Based on aggregated 13F filings for Q2 2023.