Calamos Global Total Return Fund
CGO
37 hedge funds and large institutions have $22.4M invested in Calamos Global Total Return Fund in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
3% more funds holding
Funds holding: 36 → 37 (+1)
1.47% more ownership
Funds ownership: 20.27% → 21.74% (+1.5%)
9% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 11
1% less capital invested
Capital invested by funds: $22.7M → $22.4M (-$278K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$963K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$743K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$248K |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$173K |
| 5 |
PWA
Prairie Wealth Advisors
Omaha,
Nebraska
|
+$60K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$525K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$149K |
| 3 |
Morgan Stanley
New York
|
-$65.5K |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
-$29.4K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$28.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Osaic Holdings
Scottsdale,
Arizona
| $106K | -$18.4K | -1,658 | -14% |
|
|
SPIA
27
Steward Partners Investment Advisory
New York
| $96.7K | -$29.4K | -2,644 | -22% |
|
28
Comerica Bank
Dallas,
Texas
| $58.3K | – | – | – |
|
|
NS
29
NBC Securities
Birmingham,
Alabama
| $46K | +$50.3K | +4,520 | +113,000% |
|
30
Wells Fargo
San Francisco,
California
| $43.6K | +$35.7K | +3,208 | +316% |
|
|
GSWM
31
Golden State Wealth Management
Santa Ana,
California
| $34.9K | +$789 | +71 | +2% |
|
32
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $20K | -$2.25K | -202 | -10% |
|
|
MLA
33
MB, Levis & Associates
Center Valley,
Pennsylvania
| $19.9K | +$445 | +40 | +2% |
|
|
GWSG
34
GPS Wealth Strategies Group
Centennial,
Colorado
| $17K | – | – | – |
|
|
OP
35
ORG Partners
Roanoke,
Indiana
| $15.6K | – | – | – |
|
|
AG
36
AmeriFlex Group
Las Vegas,
Nevada
| $2.07K | – | – | – |
|
|
HNB
37
Huntington National Bank
Columbus,
Ohio
| $10 | – | – | – |
|
|
38
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$149K | -13,081 | Closed |
|
39
Fidelity Investments
Boston,
Massachusetts
| – | -$11 | -1 | Closed |
|
CGO Hedge Fund Activity: Q1 2025 in Review
37 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Calamos Global Total Return Fund (CGO) for Q1 2025, worth a combined $22.4M — down 1.2% from $22.7M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new CGO positions and 2 closed out — a net gain of 1 holder — while 12 added to existing stakes and 11 trimmed.
The largest buyer was Shaker Financial Services, adding an estimated $963K. The largest seller was Guggenheim Capital, cutting an estimated $525K.
- 37 institutional investors held Calamos Global Total Return Fund (CGO) as of Q1 2025, up from 36 in Q4 2024.
- Funds reported $22.4M of Calamos Global Total Return Fund stock for Q1 2025, down 1.2% quarter-over-quarter.
- 3 funds opened new Calamos Global Total Return Fund positions in Q1 2025 and 2 closed out, a net change of +1 holder.
- The largest Calamos Global Total Return Fund buyer in Q1 2025 was Shaker Financial Services, an estimated $963K added.
- The largest Calamos Global Total Return Fund seller in Q1 2025 was Guggenheim Capital, an estimated $525K sold.
Based on aggregated 13F filings for Q1 2025.