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CGO

Calamos Global Total Return Fund

37 hedge funds and large institutions have $22.4M invested in Calamos Global Total Return Fund in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

3% more funds holding

Funds holding: 3637 (+1)

1.47% more ownership

Funds ownership: 20.27%21.74% (+1.5%)

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

1% less capital invested

Capital invested by funds: $22.7M → $22.4M (-$278K)

Holders
37
Holders Change
+1
Holders Change %
+2.78%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
12
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.87M -$65.5K -5,895 -2%
LPL Financial
2
LPL Financial
California
$2.39M +$50.3K +4,528 +2%
GC
3
Guggenheim Capital
Illinois
$2.1M -$525K -47,264 -19%
SFS
4
Shaker Financial Services
Virginia
$2.06M +$963K +86,613 +77%
PS
5
Principal Securities
Iowa
$2.01M
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.62M -$2.6K -234 -0.1%
CWM
7
Calamos Wealth Management
Illinois
$1.14M
UBS Group
8
UBS Group
Switzerland
$965K +$30.1K +2,708 +3%
Invesco
9
Invesco
Georgia
$890K -$23.3K -2,093 -2%
PWA
10
Prairie Wealth Advisors
Nebraska
$863K +$60K +5,400 +7%
WAM
11
Wolverine Asset Management
Illinois
$691K +$743K +66,852 New
HI
12
Harbour Investments
Wisconsin
$579K +$18.3K +1,649 +3%
Bank of America
13
Bank of America
North Carolina
$382K +$44.4K +3,993 +12%
BCM
14
Brookstone Capital Management
Illinois
$371K +$173K +15,591 +77%
Raymond James Financial
15
Raymond James Financial
Florida
$264K -$7.01K -631 -2%
AAM
16
Advisors Asset Management
Colorado
$231K +$248K +22,320 New
GJWM
17
Gilliland Jeter Wealth Management
Arkansas
$213K
AWM
18
Ariadne Wealth Management
California
$204K +$48.1K +4,327 New
KAS
19
Kestra Advisory Services
Texas
$192K -$445 -40 -0.2%
NA
20
NewEdge Advisors
Louisiana
$174K
CMS
21
Capital Market Strategies
Florida
$171K
BA
22
Bard Associates
Illinois
$147K
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$143K -$28.7K -2,578 -16%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$134K -$15K -1,350 -9%
CA
25
CoreCap Advisors
Michigan
$134K +$1.97K +177 +1%

CGO Hedge Fund Activity: Q1 2025 in Review

37 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Calamos Global Total Return Fund (CGO) for Q1 2025, worth a combined $22.4M — down 1.2% from $22.7M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new CGO positions and 2 closed out — a net gain of 1 holder — while 12 added to existing stakes and 11 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $963K. The largest seller was Guggenheim Capital, cutting an estimated $525K.

  • 37 institutional investors held Calamos Global Total Return Fund (CGO) as of Q1 2025, up from 36 in Q4 2024.
  • Funds reported $22.4M of Calamos Global Total Return Fund stock for Q1 2025, down 1.2% quarter-over-quarter.
  • 3 funds opened new Calamos Global Total Return Fund positions in Q1 2025 and 2 closed out, a net change of +1 holder.
  • The largest Calamos Global Total Return Fund buyer in Q1 2025 was Shaker Financial Services, an estimated $963K added.
  • The largest Calamos Global Total Return Fund seller in Q1 2025 was Guggenheim Capital, an estimated $525K sold.

Based on aggregated 13F filings for Q1 2025.