CGO

Calamos Global Total Return Fund
CGO

Overview Fund Activity

29 hedge funds and large institutions have $18.2M invested in Calamos Global Total Return Fund in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
-1
Holders Change %
-3.33%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
14
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
$455K
2
SLWA
San Luis Wealth Advisors
California
$152K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.51M
4
Morgan Stanley
Morgan Stanley
New York
$4.22M
5
LPL Financial
LPL Financial
California
$2.49M

Top Sellers

1
SFS
Shaker Financial Services
Virginia
$0
2
CA
CoreCap Advisors
Michigan
$0
3
Osaic Holdings
Osaic Holdings
Arizona
$116K
4
PS
Principal Securities
Iowa
$1.8M
5
CMS
Capital Market Strategies
Florida
$191K
Name Holding Trade Value Shares
Change 		Shares
Change %
GWSG
26
GPS Wealth Strategies Group
Colorado
$18.3K – – –
SPIA
27
Steward Partners Investment Advisory
New York
$8.54K – – –
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$3.41K +$3.41K +308 New
HNB
29
Huntington National Bank
Ohio
$11 – – –
Wells Fargo
30
Wells Fargo
California
$3 -$3.81K -366 Closed
SFS
31
Shaker Financial Services
Virginia
– -$231K -22,259 Closed
CA
32
CoreCap Advisors
Michigan
– -$176K -16,886 Closed
GWM
33
Geneos Wealth Management
Colorado
– -$2.78K -267 Closed
1
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