Calamos Global Total Return Fund
CGO
22 hedge funds and large institutions have $12.6M invested in Calamos Global Total Return Fund in 2013 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 11 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
16% more funds holding
Funds holding: 19 → 22 (+3)
1.3% less ownership
Funds ownership: 12.11% → 10.81% (-1.3%)
7% less capital invested
Capital invested by funds: $13.5M → $12.6M (-$943K)
64% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
+$182K |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$166K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$150K |
| 4 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$31.9K |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$26.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.1M |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
-$217K |
| 3 |
Citigroup
New York
|
-$144K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$136K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$108K |
CGO Hedge Fund Activity: Q4 2013 in Review
22 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Calamos Global Total Return Fund (CGO) for Q4 2013, worth a combined $12.6M — down 7% from $13.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CGO positions and 3 closed out — a net gain of 3 holders — while 4 added to existing stakes and 11 trimmed.
The largest buyer was SG Americas Securities, opening a new position worth an estimated $182K. The largest seller was Guggenheim Capital, cutting an estimated $1.1M.
- 22 institutional investors held Calamos Global Total Return Fund (CGO) as of Q4 2013, up from 19 in Q3 2013.
- Funds reported $12.6M of Calamos Global Total Return Fund stock for Q4 2013, down 7% quarter-over-quarter.
- 6 funds opened new Calamos Global Total Return Fund positions in Q4 2013 and 3 closed out, a net change of +3 holders.
- The largest Calamos Global Total Return Fund buyer in Q4 2013 was SG Americas Securities, an estimated $182K added.
- The largest Calamos Global Total Return Fund seller in Q4 2013 was Guggenheim Capital, an estimated $1.1M sold.
Based on aggregated 13F filings for Q4 2013.