Calamos Global Total Return Fund
CGO
26 hedge funds and large institutions have $13.3M invested in Calamos Global Total Return Fund in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
37% more funds holding
Funds holding: 19 → 26 (+7)
7% more capital invested
Capital invested by funds: $12.4M → $13.3M (+$873K)
0.93% more ownership
Funds ownership: 8.72% → 9.65% (+0.93%)
13% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$243K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$234K |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$178K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$116K |
| 5 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
+$99.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
-$191K |
| 2 |
Invesco
Atlanta,
Georgia
|
-$136K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$45.4K |
| 4 |
CI
CX Institutional
Auburn,
Indiana
|
-$32K |
| 5 |
Morgan Stanley
New York
|
-$28.2K |
CGO Hedge Fund Activity: Q4 2021 in Review
26 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Calamos Global Total Return Fund (CGO) for Q4 2021, worth a combined $13.3M — up 7% from $12.4M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new CGO positions and 2 closed out — a net gain of 7 holders — while 7 added to existing stakes and 8 trimmed.
The largest buyer was Shaker Financial Services, opening a new position worth an estimated $243K. The largest seller was B. Riley Wealth Management, exiting entirely with an estimated $191K sold.
- 26 institutional investors held Calamos Global Total Return Fund (CGO) as of Q4 2021, up from 19 in Q3 2021.
- Funds reported $13.3M of Calamos Global Total Return Fund stock for Q4 2021, up 7% quarter-over-quarter.
- 9 funds opened new Calamos Global Total Return Fund positions in Q4 2021 and 2 closed out, a net change of +7 holders.
- The largest Calamos Global Total Return Fund buyer in Q4 2021 was Shaker Financial Services, an estimated $243K added.
- The largest Calamos Global Total Return Fund seller in Q4 2021 was B. Riley Wealth Management, an estimated $191K sold.
Based on aggregated 13F filings for Q4 2021.