We are live on ! Find out more
CGO

Calamos Global Total Return Fund

26 hedge funds and large institutions have $17.3M invested in Calamos Global Total Return Fund in 2016 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

3.32% less ownership

Funds ownership: 22.12%18.8% (-3.3%)

17% less capital invested

Capital invested by funds: $20.9M → $17.3M (-$3.66M)

21% less funds holding

Funds holding: 3326 (-7)

78% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 9

Holders
26
Holders Change
-7
Holders Change %
-21.21%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
12
Reduced
10
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$3.48M +$79.9K +7,666 +3%
CWM
2
Calamos Wealth Management
Illinois
$2.04M +$39.1K +3,746 +2%
MIG
3
Mariner Investment Group
New York
$1.41M +$316K +30,348 +31%
Citigroup
4
Citigroup
New York
$1.4M +$175K +16,770 +15%
SFS
5
Shaker Financial Services
Virginia
$1.38M +$112K +10,728 +9%
Morgan Stanley
6
Morgan Stanley
New York
$1.16M -$41.1K -3,937 -4%
Wells Fargo
7
Wells Fargo
California
$1.13M +$4.8K +460 +0.5%
LPL Financial
8
LPL Financial
California
$1.05M -$29.4K -2,824 -3%
CA
9
Cornerstone Advisors
North Carolina
$751K +$188K +18,043 +36%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$601K +$5.34K +512 +1%
UBS Group
11
UBS Group
Switzerland
$594K +$39K +3,739 +7%
Bank of America
12
Bank of America
North Carolina
$568K +$213K +20,464 +66%
DA
13
Doliver Advisors
Texas
$277K -$155K -14,879 -37%
VFS
14
VSR Financial Services
Kansas
$250K +$9.27K +889 +4%
BA
15
Bard Associates
Illinois
$205K -$2.35K -225 -1%
Invesco
16
Invesco
Georgia
$196K -$19.2K -1,845 -9%
HighTower Advisors
17
HighTower Advisors
Illinois
$183K +$171K +16,444 New
SG Americas Securities
18
SG Americas Securities
New York
$146K -$11.5K -1,100 -8%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$117K +$110K +10,561 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$100K -$16.2K -1,550 -15%
BBPWM
21
Blue Bell Private Wealth Management
Pennsylvania
$82K -$28.9K -2,775 -27%
AIG
22
American International Group
New York
$77K -$3.96K -380 -5%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$24K +$73 +7 +0.3%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$22K
WEC
25
Winslow Evans & Crocker
Massachusetts
$18.8K -$2.36K -226 -12%

CGO Hedge Fund Activity: Q1 2016 in Review

26 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Calamos Global Total Return Fund (CGO) for Q1 2016, worth a combined $17.3M — down 17% from $20.9M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of CGO and 2 opened new positions — a net loss of 7 holders — while 10 trimmed existing stakes and 12 added.

The largest buyer was Mariner Investment Group, adding an estimated $316K. The largest seller was Advisors Asset Management, exiting entirely with an estimated $4M sold.

  • 26 institutional investors held Calamos Global Total Return Fund (CGO) as of Q1 2016, down from 33 in Q4 2015.
  • Funds reported $17.3M of Calamos Global Total Return Fund stock for Q1 2016, down 17% quarter-over-quarter.
  • 2 funds opened new Calamos Global Total Return Fund positions in Q1 2016 and 9 closed out, a net change of -7 holders.
  • The largest Calamos Global Total Return Fund buyer in Q1 2016 was Mariner Investment Group, an estimated $316K added.
  • The largest Calamos Global Total Return Fund seller in Q1 2016 was Advisors Asset Management, an estimated $4M sold.

Based on aggregated 13F filings for Q1 2016.