CGO

Calamos Global Total Return Fund
CGO

Overview Fund Activity

29 hedge funds and large institutions have $18.2M invested in Calamos Global Total Return Fund in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 4 closing their positions.

Holders
29
Holders Change
-1
Holders Change %
-3.33%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
14
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$455K
2
SLWA
2
San Luis Wealth Advisors
California
$152K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.51M
4
Morgan Stanley
4
Morgan Stanley
New York
$4.22M
5
LPL Financial
5
LPL Financial
California
$2.49M

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$0
2
CA
2
CoreCap Advisors
Michigan
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$116K
4
PS
4
Principal Securities
Iowa
$1.8M
5
CMS
5
Capital Market Strategies
Florida
$191K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.22M 381,287 +9,336 +3%
LPL Financial
2
LPL Financial
California
$2.49M 224,690 +8,592 +4%
PS
3
Principal Securities
Iowa
$1.8M 162,050 -10,801 -6%
GC
4
Guggenheim Capital
Illinois
$1.56M 140,839 +4,215 +3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.51M 136,587 +11,113 +9%
CWM
6
Calamos Wealth Management
Illinois
$1.26M 113,930 – –
UBS Group
7
UBS Group
Switzerland
$929K 83,876 +96 +0.1%
PWA
8
Prairie Wealth Advisors
Nebraska
$789K 71,200 +200 +0.3%
HI
9
Harbour Investments
Wisconsin
$651K 58,725 +3,000 +5%
Invesco
10
Invesco
Georgia
$455K 41,029 +41,029 New
Bank of America
11
Bank of America
North Carolina
$360K 32,475 -306 -0.9%
KAS
12
Kestra Advisory Services
Texas
$273K 24,616 +5,771 +31%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$238K 21,436 +377 +2%
BCM
14
Brookstone Capital Management
Illinois
$230K 19,509 +46 +0.2%
GJWM
15
Gilliland Jeter Wealth Management
Arkansas
$228K 20,576 – –
CMS
16
Capital Market Strategies
Florida
$191K 17,283 -923 -5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$190K 17,107 +149 +0.9%
NA
18
NewEdge Advisors
Louisiana
$185K 16,700 +800 +5%
BA
19
Bard Associates
Illinois
$158K 14,225 – –
SLWA
20
San Luis Wealth Advisors
California
$152K 13,736 +13,736 New
Osaic Holdings
21
Osaic Holdings
Arizona
$116K 10,446 -15,558 -60%
Comerica Bank
22
Comerica Bank
Texas
$73K 6,585 – –
NS
23
NBC Securities
Alabama
$45K 4,104 – –
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$29K 2,612 +152 +6%
MLA
25
MB, Levis & Associates
Pennsylvania
$20.3K 1,829 +40 +2%
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