CGO

Calamos Global Total Return Fund
CGO

Overview Fund Activity

30 hedge funds and large institutions have $21M invested in Calamos Global Total Return Fund in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 1 closing their positions.

Holders
30
Holders Change
+1
Holders Change %
+3.45%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
13
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$2.3M
2
Invesco
2
Invesco
Georgia
$1.03M
3
CA
3
CoreCap Advisors
Michigan
$170K
4
SPIA
4
Steward Partners Investment Advisory
New York
$145K
5
Morgan Stanley
5
Morgan Stanley
New York
$4.62M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$222K
2
HI
2
Harbour Investments
Wisconsin
$650K
3
CWM
3
Calamos Wealth Management
Illinois
$1.32M
4
SLWA
4
San Luis Wealth Advisors
California
$130K
5
PS
5
Principal Securities
Iowa
$1.91M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.62M 386,339 +5,052 +1%
LPL Financial
2
LPL Financial
California
$2.67M 223,042 -1,648 -0.7%
GC
3
Guggenheim Capital
Illinois
$2.3M 192,742 +51,903 +37%
PS
4
Principal Securities
Iowa
$1.91M 159,467 -2,583 -2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.66M 139,067 +2,480 +2%
CWM
6
Calamos Wealth Management
Illinois
$1.32M 110,242 -3,688 -3%
UBS Group
7
UBS Group
Switzerland
$1.04M 86,965 +3,089 +4%
Invesco
8
Invesco
Georgia
$1.03M 86,138 +45,109 +110%
PWA
9
Prairie Wealth Advisors
Nebraska
$854K 71,475 +275 +0.4%
HI
10
Harbour Investments
Wisconsin
$650K 54,392 -4,333 -7%
Bank of America
11
Bank of America
North Carolina
$391K 32,750 +275 +0.8%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$252K 21,059 -377 -2%
GJWM
13
Gilliland Jeter Wealth Management
Arkansas
$246K 20,576 – –
BCM
14
Brookstone Capital Management
Illinois
$244K 20,389 +880 +5%
NA
15
NewEdge Advisors
Louisiana
$228K 19,100 +2,400 +14%
KAS
16
Kestra Advisory Services
Texas
$222K 18,551 -6,065 -25%
CMS
17
Capital Market Strategies
Florida
$207K 17,283 – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$204K 17,107 – –
BA
19
Bard Associates
Illinois
$170K 14,225 – –
CA
20
CoreCap Advisors
Michigan
$170K 14,186 +14,186 New
SPIA
21
Steward Partners Investment Advisory
New York
$145K 12,153 +11,382 +1,476%
Osaic Holdings
22
Osaic Holdings
Arizona
$136K 11,421 +975 +9%
SLWA
23
San Luis Wealth Advisors
California
$130K 10,851 -2,885 -21%
Comerica Bank
24
Comerica Bank
Texas
$67.4K 5,643 -942 -14%
NS
25
NBC Securities
Alabama
$54K 4,524 +420 +10%
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