CGO

Calamos Global Total Return Fund
CGO

Overview Fund Activity

23 hedge funds and large institutions have $11.3M invested in Calamos Global Total Return Fund in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
5
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$501K
2
Invesco
2
Invesco
Georgia
$365K
3
LWM
3
Laidlaw Wealth Management
New York
$300K
4
NA
4
Nottingham Advisors
New York
$227K
5
KAS
5
Kestra Advisory Services
Texas
$191K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$0
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
GC
3
Guggenheim Capital
Illinois
$1.95M
4
Wells Fargo
4
Wells Fargo
California
$366K
5
MAFM
5
Mid Atlantic Financial Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$2.87M -$162K -11,053 -5%
GC
2
Guggenheim Capital
Illinois
$1.95M -$378K -25,764 -16%
UBS Group
3
UBS Group
Switzerland
$1.34M +$108K +7,353 +9%
Bank of America
4
Bank of America
North Carolina
$1.07M +$21.6K +1,473 +2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$690K +$17.1K +1,169 +3%
AAM
6
Advisors Asset Management
Colorado
$501K +$501K +34,181 New
Osaic Holdings
7
Osaic Holdings
Arizona
$481K -$113K -7,670 -19%
Wells Fargo
8
Wells Fargo
California
$366K -$306K -20,815 -45%
Invesco
9
Invesco
Georgia
$365K +$365K +24,883 New
LWM
10
Laidlaw Wealth Management
New York
$300K +$300K +20,425 New
NA
11
Nottingham Advisors
New York
$227K +$227K +15,500 New
BA
12
Bard Associates
Illinois
$205K – – –
RJA
13
Raymond James & Associates
Florida
$201K -$71.5K -4,870 -26%
KAS
14
Kestra Advisory Services
Texas
$191K +$191K +12,817 New
CFGS
15
Concourse Financial Group Securities
Alabama
$165K -$3.9K -264 -2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$151K +$46.6K +3,180 +45%
NFSG
17
Newbridge Financial Services Group
Florida
$114K +$105K +7,152 +1,176%
GWM
18
Geneos Wealth Management
Colorado
$62K – – –
AF
19
Advisornet Financial
Minnesota
$21K -$2.55K -171 -11%
SPIA
20
Steward Partners Investment Advisory
New York
$11K – – –
VFA
21
Valeo Financial Advisors
Indiana
$10K +$10K +700 New
RA
22
Reby Advisors
Connecticut
$6K +$6K +430 New
WEC
23
Winslow Evans & Crocker
Massachusetts
$3K -$1K -75 -25%
SFS
24
Shaker Financial Services
Virginia
– -$820K -69,159 Closed
WAM
25
Wolverine Asset Management
Illinois
– -$387K -32,675 Closed
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2