Calamos Global Total Return Fund
CGO
24 hedge funds and large institutions have $12.7M invested in Calamos Global Total Return Fund in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 5 closing their positions.
43% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 7
0.14% more ownership
Funds ownership: 9.65% → 9.78% (+0.14%)
5% less capital invested
Capital invested by funds: $13.3M → $12.7M (-$639K)
8% less funds holding
Funds holding: 26 → 24 (-2)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$392K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$301K |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$287K |
| 4 |
SLWA
San Luis Wealth Advisors
San Luis Obispo,
California
|
+$200K |
| 5 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
+$93.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$238K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$229K |
| 3 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
-$142K |
| 4 |
CMS
Capital Market Strategies
Palm Beach Gardens,
Florida
|
-$97.1K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$82.7K |
CGO Hedge Fund Activity: Q1 2022 in Review
24 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Calamos Global Total Return Fund (CGO) for Q1 2022, worth a combined $12.7M — down 4.8% from $13.3M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of CGO and 4 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 10 added.
The largest buyer was Morgan Stanley, adding an estimated $392K. The largest seller was Shaker Financial Services, exiting entirely with an estimated $238K sold.
- 24 institutional investors held Calamos Global Total Return Fund (CGO) as of Q1 2022, down from 26 in Q4 2021.
- Funds reported $12.7M of Calamos Global Total Return Fund stock for Q1 2022, down 4.8% quarter-over-quarter.
- 4 funds opened new Calamos Global Total Return Fund positions in Q1 2022 and 5 closed out, a net change of -1 holder.
- The largest Calamos Global Total Return Fund buyer in Q1 2022 was Morgan Stanley, an estimated $392K added.
- The largest Calamos Global Total Return Fund seller in Q1 2022 was Shaker Financial Services, an estimated $238K sold.
Based on aggregated 13F filings for Q1 2022.