Who Owns CGO?
Calamos Global Total Return Fund — Institutional Ownership & 13F Holdings
$12.62
-0.04 (-0.32%)
Market Cap
$113.0M
Shares Outstanding
9,827,294
Institutional Holders
38
Total Inst. Value
$23.2M
% of Float Held
—
QoQ Holder Change
+18
Institutional data as of Q1 2025
New Positions
10
Closed Positions
3
Increased
9
Decreased
11
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | EVERETT HARRIS & CO /CA/New | $5.0M | 113,542 |
| 2 | MORGAN STANLEY | $3.9M | 374,766 |
| 3 | GUGGENHEIM CAPITAL LLC | $2.1M | 203,395 |
| 4 | Shaker Financial Services, LLC | $2.1M | 199,765 |
| 5 | PRINCIPAL SECURITIES, INC. | $2.0M | 176,395 |
| 6 | Calamos Wealth Management LLC | $1.1M | 110,242 |
| 7 | UBS Group AG | $965K | 93,382 |
| 8 | Invesco Ltd. | $890K | 86,130 |
| 9 | Prairie Wealth Advisors, Inc.New | $863K | 83,575 |
| 10 | WOLVERINE ASSET MANAGEMENT LLCNew | $691K | 66,852 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| EVERETT HARRIS & CO /CA/New | +114K | $5.0M |
| Shaker Financial Services, LLC | +87K | $2.1M |
| UBS Group AG | +3K | $965K |
| Prairie Wealth Advisors, Inc.New | +84K | $863K |
| WOLVERINE ASSET MANAGEMENT LLCNew | +67K | $691K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| GUGGENHEIM CAPITAL LLC | -47K | $2.1M |
| MORGAN STANLEY | -6K | $3.9M |
| Steward Partners Investment Advisory, LLC | -3K | $97K |
| ROYAL BANK OF CANADA | -3K | $143K |
| Invesco Ltd. | -2K | $890K |
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Frequently Asked Questions
How many institutional investors hold CGO?
As of Q1 2025, 38 institutional investors report holding CGO (Calamos Global Total Return Fund) in their 13F filings.
Which hedge fund owns the most CGO?
The largest institutional holder of CGO is EVERETT HARRIS & CO /CA/ with $5.0M in shares.
Are institutions buying or selling CGO?
This quarter, 10 institutions opened new positions in CGO and 3 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.