Calamos Global Total Return Fund
CGO
20 hedge funds and large institutions have $10.6M invested in Calamos Global Total Return Fund in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 5 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 6
0.68% less ownership
Funds ownership: 8.73% → 8.04% (-0.68%)
6% less capital invested
Capital invested by funds: $11.3M → $10.6M (-$729K)
13% less funds holding
Funds holding: 23 → 20 (-3)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$321K |
| 2 |
NFSG
Newbridge Financial Services Group
Boca Raton,
Florida
|
+$231K |
| 3 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
+$208K |
| 4 |
Morgan Stanley
New York
|
+$181K |
| 5 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
+$169K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.66M |
| 2 |
LWM
Laidlaw Wealth Management
New York City,
New York
|
-$300K |
| 3 |
NA
Nottingham Advisors
Amherst,
New York
|
-$227K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$191K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$88.5K |
CGO Hedge Fund Activity: Q1 2021 in Review
20 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Calamos Global Total Return Fund (CGO) for Q1 2021, worth a combined $10.6M — down 6.4% from $11.3M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of CGO and 4 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 8 added.
The largest buyer was Invesco, adding an estimated $321K. The largest seller was Guggenheim Capital, cutting an estimated $1.66M.
- 20 institutional investors held Calamos Global Total Return Fund (CGO) as of Q1 2021, down from 23 in Q4 2020.
- Funds reported $10.6M of Calamos Global Total Return Fund stock for Q1 2021, down 6.4% quarter-over-quarter.
- 4 funds opened new Calamos Global Total Return Fund positions in Q1 2021 and 5 closed out, a net change of -1 holder.
- The largest Calamos Global Total Return Fund buyer in Q1 2021 was Invesco, an estimated $321K added.
- The largest Calamos Global Total Return Fund seller in Q1 2021 was Guggenheim Capital, an estimated $1.66M sold.
Based on aggregated 13F filings for Q1 2021.