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CGO

Calamos Global Total Return Fund
CGO

18 hedge funds and large institutions have $16.6M invested in Calamos Global Total Return Fund in 2018 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding

Funds holding: 14 → 18 (+4)

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

0.26% more ownership

Funds ownership: 13.31% → 13.57% (+0.26%)

2% less capital invested

Capital invested by funds: $16.9M → $16.6M (-$353K)

Holders
18
Holders Change
+4
Holders Change %
+28.57%
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
6
Reduced
5
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$416K
2
MGIA
Moneta Group Investment Advisors
Missouri
+$238K
3
APA
American Portfolios Advisors
New York
+$121K
4
UBS Group
UBS Group
Switzerland
+$99.5K
5
RCAG
Rehmann Capital Advisory Group
Michigan
+$50.7K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$491K
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$139K
3
Wells Fargo
Wells Fargo
California
-$132K
4
AAM
Advisors Asset Management
Colorado
-$92.4K
5
WEC
Winslow Evans & Crocker
Massachusetts
-$3K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$5.84M -$92.4K -6,164 -2%
GC
2
Guggenheim Capital
Illinois
$2.15M -$491K -32,773 -18%
Morgan Stanley
3
Morgan Stanley
New York
$2.12M +$416K +27,773 +23%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.73M -$139K -9,269 -7%
Wells Fargo
5
Wells Fargo
California
$1.48M -$132K -8,826 -8%
UBS Group
6
UBS Group
Switzerland
$893K +$99.5K +6,636 +12%
Bank of America
7
Bank of America
North Carolina
$757K +$28.2K +1,884 +4%
AG
8
Advisor Group
Arizona
$420K +$39.8K +2,658 +10%
BA
9
Bard Associates
Illinois
$244K – – –
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$221K +$1.29K +86 +0.6%
QCIG
11
Quad-Cities Investment Group
Iowa
$189K +$197K +13,137 New
WEC
12
Winslow Evans & Crocker
Massachusetts
$184K -$3K -200 -2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$138K +$675 +45 +0.5%
APA
14
American Portfolios Advisors
New York
$116K +$121K +8,041 New
RCAG
15
Rehmann Capital Advisory Group
Michigan
$49K +$50.7K +3,382 New
SPIA
16
Steward Partners Investment Advisory
New York
$20K – – –
MGIA
17
Moneta Group Investment Advisors
Missouri
$16K +$238K +15,842 New
Citigroup
18
Citigroup
New York
$6K – – –

CGO Hedge Fund Activity: Q1 2018 in Review

18 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Calamos Global Total Return Fund (CGO) for Q1 2018, worth a combined $16.6M — down 2.1% from $16.9M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new CGO positions and 0 closed out — a net gain of 4 holders — while 6 added to existing stakes and 5 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $416K. The largest seller was Guggenheim Capital, cutting an estimated $491K.

  • 18 institutional investors held Calamos Global Total Return Fund (CGO) as of Q1 2018, up from 14 in Q4 2017.
  • Funds reported $16.6M of Calamos Global Total Return Fund stock for Q1 2018, down 2.1% quarter-over-quarter.
  • 4 funds opened new Calamos Global Total Return Fund positions in Q1 2018 and 0 closed out, a net change of +4 holders.
  • The largest Calamos Global Total Return Fund buyer in Q1 2018 was Morgan Stanley, an estimated $416K added.
  • The largest Calamos Global Total Return Fund seller in Q1 2018 was Guggenheim Capital, an estimated $491K sold.

Based on aggregated 13F filings for Q1 2018.