CGO

Calamos Global Total Return Fund
CGO

Overview Fund Activity

36 hedge funds and large institutions have $22.7M invested in Calamos Global Total Return Fund in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
36
Holders Change
+6
Holders Change %
+20%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
11
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
Shaker Financial Services
Virginia
$1.3M
2
GC
Guggenheim Capital
Illinois
$2.85M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.79M
4
PS
Principal Securities
Iowa
$2.01M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$164K

Top Sellers

1
SLWA
San Luis Wealth Advisors
California
$0
2
Morgan Stanley
Morgan Stanley
New York
$4.34M
3
NS
NBC Securities
Alabama
$51
4
NA
NewEdge Advisors
Louisiana
$191K
5
TRCT
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
26
Comerica Bank
Texas
$64.3K – – –
GSWM
27
Golden State Wealth Management
California
$37.6K +$37.6K +3,303 New
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$24K -$1.36K -119 -5%
MLA
29
MB, Levis & Associates
Pennsylvania
$21.6K +$399 +35 +2%
GWSG
30
GPS Wealth Strategies Group
Colorado
$18.8K – – –
OP
31
ORG Partners
Indiana
$17.1K +$17.1K +1,500 New
Wells Fargo
32
Wells Fargo
California
$11.6K +$11.6K +1,016 New
AG
33
AmeriFlex Group
Nevada
$2.27K +$2.27K +200 New
NS
34
NBC Securities
Alabama
$51 -$57.6K -4,520 -100%
HNB
35
Huntington National Bank
Ohio
$11 – – –
Fidelity Investments
36
Fidelity Investments
Massachusetts
$11 +$11 +1 New
SLWA
37
San Luis Wealth Advisors
California
– -$130K -10,851 Closed
TRCT
38
Tower Research Capital (TRC)
New York
– -$26.1K -2,185 Closed
1
2