CGO

Calamos Global Total Return Fund
CGO

Overview Fund Activity

33 hedge funds and large institutions have $17.6M invested in Calamos Global Total Return Fund in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 1 closing their positions.

Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
15
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.25M
2
WAM
2
Wolverine Asset Management
Illinois
$549K
3
SFS
3
Shaker Financial Services
Virginia
$739K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$194K
5
BCM
5
Brookstone Capital Management
Illinois
$149K

Top Sellers

1
NA
1
NewEdge Advisors
Louisiana
$208K
2
UBS Group
2
UBS Group
Switzerland
$759K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$240K
4
Bank of America
4
Bank of America
North Carolina
$189K
5
CMS
5
Capital Market Strategies
Florida
$170K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$6.25M 687,980 +375,386 +120%
LPL Financial
2
LPL Financial
California
$1.88M 206,691 +2,292 +1%
PS
3
Principal Securities
Iowa
$1.64M 180,522 +180,522 New
GC
4
Guggenheim Capital
Illinois
$1.18M 129,545 +4,027 +3%
CWM
5
Calamos Wealth Management
Illinois
$1.03M 113,930 – –
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$958K 105,514 +3,562 +3%
UBS Group
7
UBS Group
Switzerland
$759K 83,607 -3,952 -5%
SFS
8
Shaker Financial Services
Virginia
$739K 80,650 +15,924 +25%
WAM
9
Wolverine Asset Management
Illinois
$549K 60,494 +59,313 +5,022%
HI
10
Harbour Investments
Wisconsin
$457K 50,352 -338 -0.7%
Osaic Holdings
11
Osaic Holdings
Arizona
$240K 26,381 -2,971 -10%
NA
12
NewEdge Advisors
Louisiana
$208K 22,709 -4,197 -16%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$194K 21,359 +7,559 +55%
KAS
14
Kestra Advisory Services
Texas
$191K 20,991 +139 +0.7%
Bank of America
15
Bank of America
North Carolina
$189K 20,833 -1,182 -5%
CMS
16
Capital Market Strategies
Florida
$170K 18,771 -800 -4%
GJWM
17
Gilliland Jeter Wealth Management
Arkansas
$164K 18,076 +18,076 New
BCM
18
Brookstone Capital Management
Illinois
$149K 16,377 +4,339 +36%
BA
19
Bard Associates
Illinois
$130K 14,225 – –
CA
20
CoreCap Advisors
Michigan
$125K 13,811 +2,568 +23%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$123K 13,526 +839 +7%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$120K 13,171 +10 +0.1%
Comerica Bank
23
Comerica Bank
Texas
$41.6K 4,585 +942 +26%
NS
24
NBC Securities
Alabama
$37K 4,104 – –
Wells Fargo
25
Wells Fargo
California
$27.5K 3,033 -263 -8%
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