Calamos Global Total Return Fund
CGO
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, 14 increasing their positions, 9 reducing their positions, and 4 closing their positions.
56% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 9
15% more capital invested
Capital invested by funds: $14.5M → $16.7M (+$2.22M)
0.12% more ownership
Funds ownership: 16.26% → 16.38% (+0.12%)
9% less funds holding
Funds holding: 33 → 30 (-3)
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$271K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$193K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$116K |
| 4 |
LPL Financial
San Diego,
California
|
+$91.1K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$68.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$565K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$549K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$120K |
| 4 |
PS
Principal Securities
Des Moines,
Iowa
|
-$74.3K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$65.9K |
CGO Hedge Fund Activity: Q1 2024 in Review
30 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Calamos Global Total Return Fund (CGO) for Q1 2024, worth a combined $16.7M — up 15% from $14.5M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of CGO and 1 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 14 added.
The largest buyer was Morgan Stanley, adding an estimated $271K. The largest seller was Shaker Financial Services, cutting an estimated $565K.
- 30 institutional investors held Calamos Global Total Return Fund (CGO) as of Q1 2024, down from 33 in Q4 2023.
- Funds reported $16.7M of Calamos Global Total Return Fund stock for Q1 2024, up 15% quarter-over-quarter.
- 1 fund opened new Calamos Global Total Return Fund positions in Q1 2024 and 4 closed out, a net change of -3 holders.
- The largest Calamos Global Total Return Fund buyer in Q1 2024 was Morgan Stanley, an estimated $271K added.
- The largest Calamos Global Total Return Fund seller in Q1 2024 was Shaker Financial Services, an estimated $565K sold.
Based on aggregated 13F filings for Q1 2024.