Calamos Global Total Return Fund
CGO
33 hedge funds and large institutions have $17.6M invested in Calamos Global Total Return Fund in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
88% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 8
58% more capital invested
Capital invested by funds: $11.2M → $17.6M (+$6.44M)
6.73% more ownership
Funds ownership: 13.03% → 19.77% (+6.7%)
6% more funds holding
Funds holding: 31 → 33 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.29M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$519K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$139K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$66.2K |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$38K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$36.7K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$34.6K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$26K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$10.3K |
| 5 |
CMS
Capital Market Strategies
Palm Beach Gardens,
Florida
|
-$7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFGS
26
Concourse Financial Group Securities
Birmingham,
Alabama
| $20.2K | -$3.5K | -400 | -15% |
|
27
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $19K | +$18 | +2 | +0.1% |
|
|
MLA
28
MB, Levis & Associates
Center Valley,
Pennsylvania
| $15.9K | +$403 | +46 | +3% |
|
|
GWSG
29
GPS Wealth Strategies Group
Centennial,
Colorado
| $15K | – | – | – |
|
|
GWM
30
Geneos Wealth Management
Englewood,
Colorado
| $12.1K | – | – | – |
|
|
SPIA
31
Steward Partners Investment Advisory
New York
| $7K | – | – | – |
|
|
MSWM
32
McGlone Suttner Wealth Management
Appleton,
Wisconsin
| $1.93K | +$1.86K | +212 | New |
|
|
HNB
33
Huntington National Bank
Columbus,
Ohio
| $9 | – | – | – |
|
|
AF
34
Advisornet Financial
Minnetonka,
Minnesota
| – | -$3.5K | -400 | Closed |
|
CGO Hedge Fund Activity: Q4 2023 in Review
33 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Calamos Global Total Return Fund (CGO) for Q4 2023, worth a combined $17.6M — up 58% from $11.2M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new CGO positions and 1 closed out — a net gain of 2 holders — while 15 added to existing stakes and 8 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.29M. The largest seller was NewEdge Advisors, cutting an estimated $36.7K.
- 33 institutional investors held Calamos Global Total Return Fund (CGO) as of Q4 2023, up from 31 in Q3 2023.
- Funds reported $17.6M of Calamos Global Total Return Fund stock for Q4 2023, up 58% quarter-over-quarter.
- 3 funds opened new Calamos Global Total Return Fund positions in Q4 2023 and 1 closed out, a net change of +2 holders.
- The largest Calamos Global Total Return Fund buyer in Q4 2023 was Morgan Stanley, an estimated $3.29M added.
- The largest Calamos Global Total Return Fund seller in Q4 2023 was NewEdge Advisors, an estimated $36.7K sold.
Based on aggregated 13F filings for Q4 2023.