Calamos Global Total Return Fund
CGO
30 hedge funds and large institutions have $21M invested in Calamos Global Total Return Fund in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
44% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 9
15% more capital invested
Capital invested by funds: $18.2M → $21M (+$2.82M)
3% more funds holding
Funds holding: 29 → 30 (+1)
1.2% more ownership
Funds ownership: 16.7% → 17.9% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$597K |
| 2 |
Invesco
Atlanta,
Georgia
|
+$519K |
| 3 |
CA
CoreCap Advisors
Southfield,
Michigan
|
+$163K |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
+$131K |
| 5 |
Morgan Stanley
New York
|
+$58.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$69.7K |
| 2 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$49.8K |
| 3 |
CWM
Calamos Wealth Management
Naperville,
Illinois
|
-$42.4K |
| 4 |
SLWA
San Luis Wealth Advisors
San Luis Obispo,
California
|
-$33.2K |
| 5 |
PS
Principal Securities
Des Moines,
Iowa
|
-$29.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $27K | -$4.44K | -386 | -15% |
|
|
TRCT
27
Tower Research Capital (TRC)
New York
| $26.1K | +$25.1K | +2,185 | New |
|
|
MLA
28
MB, Levis & Associates
Center Valley,
Pennsylvania
| $22.1K | +$414 | +36 | +2% |
|
|
GWSG
29
GPS Wealth Strategies Group
Centennial,
Colorado
| $19.7K | – | – | – |
|
|
HNB
30
Huntington National Bank
Columbus,
Ohio
| $12 | – | – | – |
|
31
Wells Fargo
San Francisco,
California
| $4 | – | – | – |
|
32
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$3.41K | -308 | Closed |
|
CGO Hedge Fund Activity: Q3 2024 in Review
30 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Calamos Global Total Return Fund (CGO) for Q3 2024, worth a combined $21M — up 15% from $18.2M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new CGO positions and 1 closed out — a net gain of 1 holder — while 13 added to existing stakes and 9 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $597K. The largest seller was Kestra Advisory Services, cutting an estimated $69.7K.
- 30 institutional investors held Calamos Global Total Return Fund (CGO) as of Q3 2024, up from 29 in Q2 2024.
- Funds reported $21M of Calamos Global Total Return Fund stock for Q3 2024, up 15% quarter-over-quarter.
- 2 funds opened new Calamos Global Total Return Fund positions in Q3 2024 and 1 closed out, a net change of +1 holder.
- The largest Calamos Global Total Return Fund buyer in Q3 2024 was Guggenheim Capital, an estimated $597K added.
- The largest Calamos Global Total Return Fund seller in Q3 2024 was Kestra Advisory Services, an estimated $69.7K sold.
Based on aggregated 13F filings for Q3 2024.