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CGO

Calamos Global Total Return Fund

23 hedge funds and large institutions have $9.67M invested in Calamos Global Total Return Fund in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

10% more funds holding

Funds holding: 2123 (+2)

3% more capital invested

Capital invested by funds: $9.42M → $9.67M (+$252K)

0.76% more ownership

Funds ownership: 8.46%9.22% (+0.76%)

30% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 10

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
10
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$2.74M +$934K +74,467 +49%
Morgan Stanley
2
Morgan Stanley
New York
$2.1M +$282K +22,483 +15%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$791K -$179K -14,246 -18%
Bank of America
4
Bank of America
North Carolina
$781K -$53K -4,222 -6%
Wells Fargo
5
Wells Fargo
California
$711K -$44K -3,507 -6%
UBS Group
6
UBS Group
Switzerland
$407K -$179K -14,294 -30%
CFGS
7
Concourse Financial Group Securities
Alabama
$298K +$8.47K +675 +3%
MAFM
8
Mid Atlantic Financial Management
Pennsylvania
$294K +$67.7K +5,400 +29%
RJA
9
Raymond James & Associates
Florida
$225K -$3.24K -258 -1%
AG
10
Advisor Group
Arizona
$225K +$1.25K +100 +0.5%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$219K -$41.8K -3,330 -16%
BA
12
Bard Associates
Illinois
$179K -$19.1K -1,525 -9%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$150K +$155K +12,396 New
Ameriprise
14
Ameriprise
Minnesota
$130K -$20.6K -1,642 -13%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$129K -$33.5K -2,670 -20%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$94K +$778 +62 +0.8%
GWM
17
Geneos Wealth Management
Colorado
$51K
QCIG
18
Quad-Cities Investment Group
Iowa
$44K +$1.08K +86 +2%
AF
19
Advisornet Financial
Minnesota
$42K +$43.4K +3,462 New
RCAG
20
Rehmann Capital Advisory Group
Michigan
$41K
WEC
21
Winslow Evans & Crocker
Massachusetts
$14K -$97.8K -7,800 -88%
SPIA
22
Steward Partners Investment Advisory
New York
$9K
TRCT
23
Tower Research Capital (TRC)
New York
$2K +$1.96K +156 New
CWA
24
Clarus Wealth Advisors
Arizona
-$1K -100 Closed

CGO Hedge Fund Activity: Q3 2019 in Review

23 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Calamos Global Total Return Fund (CGO) for Q3 2019, worth a combined $9.67M — up 2.7% from $9.42M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new CGO positions and 1 closed out — a net gain of 2 holders — while 7 added to existing stakes and 10 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $934K. The largest seller was UBS Group, cutting an estimated $179K.

  • 23 institutional investors held Calamos Global Total Return Fund (CGO) as of Q3 2019, up from 21 in Q2 2019.
  • Funds reported $9.67M of Calamos Global Total Return Fund stock for Q3 2019, up 2.7% quarter-over-quarter.
  • 3 funds opened new Calamos Global Total Return Fund positions in Q3 2019 and 1 closed out, a net change of +2 holders.
  • The largest Calamos Global Total Return Fund buyer in Q3 2019 was Guggenheim Capital, an estimated $934K added.
  • The largest Calamos Global Total Return Fund seller in Q3 2019 was UBS Group, an estimated $179K sold.

Based on aggregated 13F filings for Q3 2019.