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Calamos Global Total Return Fund
CGO

20 hedge funds and large institutions have $15M invested in Calamos Global Total Return Fund in 2015 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 2

193% more capital inflows, than outflows

Capital inflows: $2.36M | Capital outflows: $806K

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

11% more funds holding

Funds holding: 18 → 20 (+2)

1.34% more ownership

Funds ownership: 12.19% → 13.53% (+1.3%)

Holders
20
Holders Change
+2
Holders Change %
+11.11%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
9
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$951K
2
Guggenheim Capital
Guggenheim Capital
Illinois
+$389K
3
Morgan Stanley
Morgan Stanley
New York
+$297K
4
Advisors Asset Management
Advisors Asset Management
Colorado
+$265K
5
Invesco
Invesco
Georgia
+$236K

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$478K
2
Wolverine Asset Management
Wolverine Asset Management
Illinois
-$256K
3
LPL Financial
LPL Financial
California
-$66.3K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.7K

CGO Hedge Fund Activity: Q2 2015 in Review

20 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Calamos Global Total Return Fund (CGO) for Q2 2015, worth a combined $15M — up 10% from $13.7M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new CGO positions and 2 closed out — a net gain of 2 holders — while 9 added to existing stakes and 2 trimmed.

The largest buyer was UBS Group, adding an estimated $951K. The largest seller was First Trust Advisors, exiting entirely with an estimated $478K sold.

  • 20 institutional investors held Calamos Global Total Return Fund (CGO) as of Q2 2015, up from 18 in Q1 2015.
  • Funds reported $15M of Calamos Global Total Return Fund stock for Q2 2015, up 10% quarter-over-quarter.
  • 4 funds opened new Calamos Global Total Return Fund positions in Q2 2015 and 2 closed out, a net change of +2 holders.
  • The largest Calamos Global Total Return Fund buyer in Q2 2015 was UBS Group, an estimated $951K added.
  • The largest Calamos Global Total Return Fund seller in Q2 2015 was First Trust Advisors, an estimated $478K sold.

Based on aggregated 13F filings for Q2 2015.