CGO

Calamos Global Total Return Fund
CGO

Overview Fund Activity

30 hedge funds and large institutions have $16.7M invested in Calamos Global Total Return Fund in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
30
Holders Change
-3
Holders Change %
-9.09%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
13
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.3M
2
Bank of America
2
Bank of America
North Carolina
$341K
3
LPL Financial
3
LPL Financial
California
$2.25M
4
GC
4
Guggenheim Capital
Illinois
$1.42M
5
HI
5
Harbour Investments
Wisconsin
$580K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.87M
2
SFS
2
Shaker Financial Services
Virginia
$231K
3
WAM
3
Wolverine Asset Management
Illinois
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$0
5
PS
5
Principal Securities
Iowa
$1.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$3.87M -$3.29M -316,029 -46%
LPL Financial
2
LPL Financial
California
$2.25M +$97.8K +9,407 +5%
PS
3
Principal Securities
Iowa
$1.8M -$79.8K -7,671 -4%
GC
4
Guggenheim Capital
Illinois
$1.42M +$73.6K +7,079 +5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.3M +$208K +19,960 +19%
CWM
6
Calamos Wealth Management
Illinois
$1.18M – – –
UBS Group
7
UBS Group
Switzerland
$871K +$1.8K +173 +0.2%
PWA
8
Prairie Wealth Advisors
Nebraska
$738K +$738K +71,000 New
HI
9
Harbour Investments
Wisconsin
$580K +$55.9K +5,373 +11%
Bank of America
10
Bank of America
North Carolina
$341K +$124K +11,948 +57%
Osaic Holdings
11
Osaic Holdings
Arizona
$270K -$3.92K -377 -1%
SFS
12
Shaker Financial Services
Virginia
$231K -$607K -58,391 -72%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$219K -$3.12K -300 -1%
GJWM
14
Gilliland Jeter Wealth Management
Arkansas
$214K +$26K +2,500 +14%
BCM
15
Brookstone Capital Management
Illinois
$202K +$32.1K +3,086 +19%
KAS
16
Kestra Advisory Services
Texas
$196K -$22.3K -2,146 -10%
CMS
17
Capital Market Strategies
Florida
$189K -$5.88K -565 -3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$176K +$35.6K +3,432 +25%
CA
19
CoreCap Advisors
Michigan
$176K +$32K +3,075 +22%
NA
20
NewEdge Advisors
Louisiana
$165K -$70.8K -6,809 -30%
BA
21
Bard Associates
Illinois
$148K – – –
Comerica Bank
22
Comerica Bank
Texas
$68.5K +$20.8K +2,000 +44%
NS
23
NBC Securities
Alabama
$42K – – –
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$26K +$4.28K +405 +20%
MLA
25
MB, Levis & Associates
Pennsylvania
$18.6K +$437 +42 +2%
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