Calamos Global Total Return Fund
CGO
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.
250% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 4
9% more capital invested
Capital invested by funds: $16.7M → $18.2M (+$1.46M)
0.32% more ownership
Funds ownership: 16.38% → 16.7% (+0.32%)
3% less funds holding
Funds holding: 30 → 29 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$428K |
| 2 |
SLWA
San Luis Wealth Advisors
San Luis Obispo,
California
|
+$143K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$116K |
| 4 |
Morgan Stanley
New York
|
+$97.4K |
| 5 |
LPL Financial
San Diego,
California
|
+$89.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$231K |
| 2 |
CA
CoreCap Advisors
Southfield,
Michigan
|
-$176K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$162K |
| 4 |
PS
Principal Securities
Des Moines,
Iowa
|
-$113K |
| 5 |
CMS
Capital Market Strategies
Palm Beach Gardens,
Florida
|
-$9.63K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWSG
26
GPS Wealth Strategies Group
Centennial,
Colorado
| $18.3K | – | – | – |
|
|
SPIA
27
Steward Partners Investment Advisory
New York
| $8.54K | – | – | – |
|
28
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $3.41K | +$3.21K | +308 | New |
|
|
HNB
29
Huntington National Bank
Columbus,
Ohio
| $11 | – | – | – |
|
30
Wells Fargo
San Francisco,
California
| $3 | -$3.82K | -366 | Closed |
|
|
SFS
31
Shaker Financial Services
Arlington,
Virginia
| – | -$231K | -22,259 | Closed |
|
|
CA
32
CoreCap Advisors
Southfield,
Michigan
| – | -$176K | -16,886 | Closed |
|
|
GWM
33
Geneos Wealth Management
Englewood,
Colorado
| – | -$2.78K | -267 | Closed |
|
CGO Hedge Fund Activity: Q2 2024 in Review
29 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Calamos Global Total Return Fund (CGO) for Q2 2024, worth a combined $18.2M — up 8.7% from $16.7M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of CGO and 3 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 14 added.
The largest buyer was Invesco, opening a new position worth an estimated $428K. The largest seller was Shaker Financial Services, exiting entirely with an estimated $231K sold.
- 29 institutional investors held Calamos Global Total Return Fund (CGO) as of Q2 2024, down from 30 in Q1 2024.
- Funds reported $18.2M of Calamos Global Total Return Fund stock for Q2 2024, up 8.7% quarter-over-quarter.
- 3 funds opened new Calamos Global Total Return Fund positions in Q2 2024 and 4 closed out, a net change of -1 holder.
- The largest Calamos Global Total Return Fund buyer in Q2 2024 was Invesco, an estimated $428K added.
- The largest Calamos Global Total Return Fund seller in Q2 2024 was Shaker Financial Services, an estimated $231K sold.
Based on aggregated 13F filings for Q2 2024.