Calamos Global Total Return Fund
CGO
31 hedge funds and large institutions have $11.2M invested in Calamos Global Total Return Fund in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
57% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 7
7% more funds holding
Funds holding: 29 → 31 (+2)
0.79% more ownership
Funds ownership: 12.24% → 13.03% (+0.79%)
4% less capital invested
Capital invested by funds: $11.7M → $11.2M (-$458K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$451K |
| 2 |
Morgan Stanley
New York
|
+$371K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$258K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$239K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$130K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$507K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$167K |
| 3 |
SLWA
San Luis Wealth Advisors
San Luis Obispo,
California
|
-$138K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$65.4K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$43.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWSG
26
GPS Wealth Strategies Group
Centennial,
Colorado
| $14.4K | – | – | – |
|
|
GWM
27
Geneos Wealth Management
Englewood,
Colorado
| $11.7K | – | – | – |
|
|
WAM
28
Wolverine Asset Management
Chicago,
Illinois
| $10.3K | -$507K | -54,064 | -98% |
|
|
SPIA
29
Steward Partners Investment Advisory
New York
| $6.75K | – | – | – |
|
|
AF
30
Advisornet Financial
Minnetonka,
Minnesota
| $3.5K | – | – | – |
|
|
HNB
31
Huntington National Bank
Columbus,
Ohio
| $9 | – | – | – |
|
|
SLWA
32
San Luis Wealth Advisors
San Luis Obispo,
California
| – | -$138K | -14,227 | Closed |
|
33
JP Morgan Chase
New York
| – | -$3.73K | -387 | Closed |
|
CGO Hedge Fund Activity: Q3 2023 in Review
31 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Calamos Global Total Return Fund (CGO) for Q3 2023, worth a combined $11.2M — down 3.9% from $11.7M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new CGO positions and 2 closed out — a net gain of 2 holders — while 11 added to existing stakes and 7 trimmed.
The largest buyer was LPL Financial, adding an estimated $451K. The largest seller was Wolverine Asset Management, cutting an estimated $507K.
- 31 institutional investors held Calamos Global Total Return Fund (CGO) as of Q3 2023, up from 29 in Q2 2023.
- Funds reported $11.2M of Calamos Global Total Return Fund stock for Q3 2023, down 3.9% quarter-over-quarter.
- 4 funds opened new Calamos Global Total Return Fund positions in Q3 2023 and 2 closed out, a net change of +2 holders.
- The largest Calamos Global Total Return Fund buyer in Q3 2023 was LPL Financial, an estimated $451K added.
- The largest Calamos Global Total Return Fund seller in Q3 2023 was Wolverine Asset Management, an estimated $507K sold.
Based on aggregated 13F filings for Q3 2023.