CGO

Calamos Global Total Return Fund
CGO

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
20
Holders Change
-3
Holders Change %
-13.04%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
6
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$678K
2
NFSG
2
Newbridge Financial Services Group
Florida
$338K
3
MAFM
3
Mid Atlantic Financial Management
Pennsylvania
$200K
4
Morgan Stanley
4
Morgan Stanley
New York
$3.09M
5
BRWM
5
B. Riley Wealth Management
Tennessee
$162K

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$385K
2
LWM
2
Laidlaw Wealth Management
New York
$0
3
NA
3
Nottingham Advisors
New York
$0
4
KAS
4
Kestra Advisory Services
Texas
$0
5
Wells Fargo
5
Wells Fargo
California
$286K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$3.09M +$174K +11,662 +6%
UBS Group
2
UBS Group
Switzerland
$1.39M +$26.3K +1,764 +2%
Bank of America
3
Bank of America
North Carolina
$1.02M -$67.1K -4,502 -6%
Invesco
4
Invesco
Georgia
$678K +$308K +20,682 +83%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$668K -$32.1K -2,154 -5%
AAM
6
Advisors Asset Management
Colorado
$523K +$13.9K +935 +3%
HI
7
Harbour Investments
Wisconsin
$489K +$489K +32,827 New
Osaic Holdings
8
Osaic Holdings
Arizona
$483K -$5.05K -339 -1%
GC
9
Guggenheim Capital
Illinois
$385K -$1.59M -106,962 -81%
NFSG
10
Newbridge Financial Services Group
Florida
$338K +$222K +14,914 +192%
Wells Fargo
11
Wells Fargo
California
$286K -$84.9K -5,705 -23%
BA
12
Bard Associates
Illinois
$208K – – –
RJA
13
Raymond James & Associates
Florida
$204K +$74 +5 +0%
MAFM
14
Mid Atlantic Financial Management
Pennsylvania
$200K +$200K +13,400 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$182K +$28.8K +1,937 +19%
CFGS
16
Concourse Financial Group Securities
Alabama
$163K -$3.44K -231 -2%
BRWM
17
B. Riley Wealth Management
Tennessee
$162K +$162K +10,903 New
GWM
18
Geneos Wealth Management
Colorado
$68K – – –
SPIA
19
Steward Partners Investment Advisory
New York
$38.5K +$27K +1,813 +235%
CG
20
Cutler Group
California
$2K +$2K +180 New
LWM
21
Laidlaw Wealth Management
New York
– -$300K -20,425 Closed
NA
22
Nottingham Advisors
New York
– -$227K -15,500 Closed
KAS
23
Kestra Advisory Services
Texas
– -$191K -12,817 Closed
AF
24
Advisornet Financial
Minnesota
– -$21K -1,410 Closed
VFA
25
Valeo Financial Advisors
Indiana
– -$10K -700 Closed