Calamos Global Total Return Fund
CGO
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.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
22% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 9
20% more funds holding
Funds holding: 30 → 36 (+6)
8% more capital invested
Capital invested by funds: $21M → $22.7M (+$1.68M)
2.38% more ownership
Funds ownership: 17.9% → 20.27% (+2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.35M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$690K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$215K |
| 4 |
PS
Principal Securities
Des Moines,
Iowa
|
+$202K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$171K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SLWA
San Luis Wealth Advisors
San Luis Obispo,
California
|
-$130K |
| 2 |
Morgan Stanley
New York
|
-$67.6K |
| 3 |
NS
NBC Securities
Birmingham,
Alabama
|
-$53.8K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$27.4K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$26.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Comerica Bank
Dallas,
Texas
| $64.3K | – | – | – |
|
|
GSWM
27
Golden State Wealth Management
Santa Ana,
California
| $37.6K | +$39.3K | +3,303 | New |
|
28
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $24K | -$1.42K | -119 | -5% |
|
|
MLA
29
MB, Levis & Associates
Center Valley,
Pennsylvania
| $21.6K | +$417 | +35 | +2% |
|
|
GWSG
30
GPS Wealth Strategies Group
Centennial,
Colorado
| $18.8K | – | – | – |
|
|
OP
31
ORG Partners
Roanoke,
Indiana
| $17.1K | +$17.9K | +1,500 | New |
|
32
Wells Fargo
San Francisco,
California
| $11.6K | +$12.1K | +1,016 | New |
|
|
AG
33
AmeriFlex Group
Las Vegas,
Nevada
| $2.27K | +$2.38K | +200 | New |
|
|
NS
34
NBC Securities
Birmingham,
Alabama
| $51 | -$53.8K | -4,520 | -100% |
|
|
HNB
35
Huntington National Bank
Columbus,
Ohio
| $11 | – | – | – |
|
36
Fidelity Investments
Boston,
Massachusetts
| $11 | +$12 | +1 | New |
|
|
SLWA
37
San Luis Wealth Advisors
San Luis Obispo,
California
| – | -$130K | -10,851 | Closed |
|
|
TRCT
38
Tower Research Capital (TRC)
New York
| – | -$26.1K | -2,185 | Closed |
|
CGO Hedge Fund Activity: Q4 2024 in Review
36 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Calamos Global Total Return Fund (CGO) for Q4 2024, worth a combined $22.7M — up 8% from $21M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new CGO positions and 2 closed out — a net gain of 7 holders — while 11 added to existing stakes and 9 trimmed.
The largest buyer was Shaker Financial Services, opening a new position worth an estimated $1.35M. The largest seller was San Luis Wealth Advisors, exiting entirely with an estimated $130K sold.
- 36 institutional investors held Calamos Global Total Return Fund (CGO) as of Q4 2024, up from 30 in Q3 2024.
- Funds reported $22.7M of Calamos Global Total Return Fund stock for Q4 2024, up 8% quarter-over-quarter.
- 9 funds opened new Calamos Global Total Return Fund positions in Q4 2024 and 2 closed out, a net change of +7 holders.
- The largest Calamos Global Total Return Fund buyer in Q4 2024 was Shaker Financial Services, an estimated $1.35M added.
- The largest Calamos Global Total Return Fund seller in Q4 2024 was San Luis Wealth Advisors, an estimated $130K sold.
Based on aggregated 13F filings for Q4 2024.