CGO

Calamos Global Total Return Fund
CGO

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
15
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$6.25M
2
WAM
Wolverine Asset Management
Illinois
$549K
3
SFS
Shaker Financial Services
Virginia
$739K
4
RJFSA
Raymond James Financial Services Advisors
Florida
$194K
5
BCM
Brookstone Capital Management
Illinois
$149K

Top Sellers

1
NA
NewEdge Advisors
Louisiana
$208K
2
UBS Group
UBS Group
Switzerland
$759K
3
Osaic Holdings
Osaic Holdings
Arizona
$240K
4
Bank of America
Bank of America
North Carolina
$189K
5
CMS
Capital Market Strategies
Florida
$170K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
26
Concourse Financial Group Securities
Alabama
$20.2K -$3.66K -400 -15%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$19K +$18 +2 +0.1%
MLA
28
MB, Levis & Associates
Pennsylvania
$15.9K +$418 +46 +3%
GWSG
29
GPS Wealth Strategies Group
Colorado
$15K – – –
GWM
30
Geneos Wealth Management
Colorado
$12.1K – – –
SPIA
31
Steward Partners Investment Advisory
New York
$7K – – –
MSWM
32
McGlone Suttner Wealth Management
Wisconsin
$1.93K +$1.93K +212 New
HNB
33
Huntington National Bank
Ohio
$9 – – –
AF
34
Advisornet Financial
Minnesota
– -$3.5K -400 Closed
1
2