CGO

Calamos Global Total Return Fund
CGO

Overview Fund Activity

36 hedge funds and large institutions have $22.7M invested in Calamos Global Total Return Fund in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 2 closing their positions.

Holders
36
Holders Change
+6
Holders Change %
+20%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
11
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$1.3M
2
GC
2
Guggenheim Capital
Illinois
$2.85M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.79M
4
PS
4
Principal Securities
Iowa
$2.01M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$164K

Top Sellers

1
SLWA
1
San Luis Wealth Advisors
California
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$4.34M
3
NS
3
NBC Securities
Alabama
$51
4
NA
4
NewEdge Advisors
Louisiana
$191K
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.34M -$64.7K -5,678 -1%
GC
2
Guggenheim Capital
Illinois
$2.85M +$658K +57,917 +30%
LPL Financial
3
LPL Financial
California
$2.59M +$47.9K +4,205 +2%
PS
4
Principal Securities
Iowa
$2.01M +$193K +16,928 +11%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.79M +$206K +18,069 +13%
SFS
6
Shaker Financial Services
Virginia
$1.3M +$1.3M +113,152 New
CWM
7
Calamos Wealth Management
Illinois
$1.25M – – –
UBS Group
8
UBS Group
Switzerland
$1.03M +$42.2K +3,709 +4%
Invesco
9
Invesco
Georgia
$1M +$23.7K +2,085 +2%
PWA
10
Prairie Wealth Advisors
Nebraska
$897K +$76.8K +6,700 +9%
HI
11
Harbour Investments
Wisconsin
$620K – – –
Bank of America
12
Bank of America
North Carolina
$375K +$2.27K +199 +0.6%
Raymond James Financial
13
Raymond James Financial
Florida
$298K +$298K +26,160 New
GJWM
14
Gilliland Jeter Wealth Management
Arkansas
$234K – – –
BCM
15
Brookstone Capital Management
Illinois
$231K -$843 -74 -0.4%
KAS
16
Kestra Advisory Services
Texas
$212K +$513 +45 +0.2%
NA
17
NewEdge Advisors
Louisiana
$191K -$26.2K -2,300 -12%
CMS
18
Capital Market Strategies
Florida
$189K -$8.26K -725 -4%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$187K -$8.22K -720 -4%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$164K +$164K +14,368 New
BA
21
Bard Associates
Illinois
$163K – – –
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$149K +$149K +13,081 New
CA
23
CoreCap Advisors
Michigan
$145K -$16.3K -1,434 -10%
SPIA
24
Steward Partners Investment Advisory
New York
$137K -$1.64K -144 -1%
Osaic Holdings
25
Osaic Holdings
Arizona
$136K +$5.73K +503 +4%
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