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CGO

Calamos Global Total Return Fund

20 hedge funds and large institutions have $9.82M invested in Calamos Global Total Return Fund in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $9.38M → $9.82M (+$439K)

0% more funds holding

Funds holding: 2020 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0.01% less ownership

Funds ownership: 9.39%9.37% (-0.01%)

44% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 9

Holders
20
Holders Change
Holders Change %
0%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.45M +$76K +6,142 +3%
GC
2
Guggenheim Capital
Illinois
$1.89M -$666K -53,813 -25%
UBS Group
3
UBS Group
Switzerland
$998K +$10.8K +873 +1%
Bank of America
4
Bank of America
North Carolina
$847K +$28.4K +2,296 +3%
SFS
5
Shaker Financial Services
Virginia
$820K +$856K +69,159 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$544K -$49.5K -3,997 -8%
Wells Fargo
7
Wells Fargo
California
$542K -$112K -9,069 -17%
Osaic Holdings
8
Osaic Holdings
Arizona
$479K -$78.4K -6,334 -14%
WAM
9
Wolverine Asset Management
Illinois
$387K +$404K +32,675 New
RJA
10
Raymond James & Associates
Florida
$220K -$5.19K -419 -2%
MAFM
11
Mid Atlantic Financial Management
Pennsylvania
$171K -$55.7K -4,500 -25%
BA
12
Bard Associates
Illinois
$165K -$3.71K -300 -2%
CFGS
13
Concourse Financial Group Securities
Alabama
$136K -$83.1K -6,710 -37%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$85K +$854 +69 +1%
GWM
15
Geneos Wealth Management
Colorado
$49K
AF
16
Advisornet Financial
Minnesota
$19K +$470 +38 +2%
SPIA
17
Steward Partners Investment Advisory
New York
$9K
NFSG
18
Newbridge Financial Services Group
Florida
$7K +$7.53K +608 New
FFA
19
Founders Financial Alliance
North Carolina
$6K +$6.5K +525 New
WEC
20
Winslow Evans & Crocker
Massachusetts
$4K -$2.48K -200 -40%
Ameriprise
21
Ameriprise
Minnesota
-$254K -22,420 Closed
PAG
22
Private Advisor Group
New Jersey
-$62K -5,480 Closed
CAN
23
Cetera Advisor Networks
California
-$1K -130 Closed

CGO Hedge Fund Activity: Q3 2020 in Review

20 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Calamos Global Total Return Fund (CGO) for Q3 2020, worth a combined $9.82M — up 4.7% from $9.38M a quarter earlier.

Fund positioning in CGO was balanced in Q3 2020: 4 funds opened new positions, 4 closed out, 5 added to existing stakes and 9 trimmed.

The largest buyer was Shaker Financial Services, opening a new position worth an estimated $856K. The largest seller was Guggenheim Capital, cutting an estimated $666K.

  • 20 institutional investors held Calamos Global Total Return Fund (CGO) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $9.82M of Calamos Global Total Return Fund stock for Q3 2020, up 4.7% quarter-over-quarter.
  • 4 funds opened new Calamos Global Total Return Fund positions in Q3 2020 and 4 closed out, a net change of 0 holders.
  • The largest Calamos Global Total Return Fund buyer in Q3 2020 was Shaker Financial Services, an estimated $856K added.
  • The largest Calamos Global Total Return Fund seller in Q3 2020 was Guggenheim Capital, an estimated $666K sold.

Based on aggregated 13F filings for Q3 2020.