Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Calamos Global Total Return (CGO)

45 + Investors. Track Smart Money conviction in CGO. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
2Q ▲
Buyers last Q
54%

Smart Money Signals — CGO

Based on 46 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added CGO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
46 hedge funds hold CGO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +21% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+21% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 54% buying

22 buying19 selling
Last quarter: 22 funds bought or added vs 19 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 3 → 8 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 20% medium ■ 24% new
26 out of 46 hedge funds have held CGO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +29% but shares only +4% — price-driven

Value
+29%
Shares
+4%
Last quarter: the total dollar value of institutional holdings rose +29%, but actual share count only changed +4%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~8 new funds/quarter

4 → 5 → 3 → 8 → 8 new funds/Q
New funds entering each quarter: 5 → 3 → 8 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 61% veterans vs 33% newcomers

■ 61% veterans ■ 7% 1-2yr ■ 33% new
Entry-cohort mix of 46 holders: 28 (61%) are 2+ year veterans, 3 entered 1–2 years ago, and 15 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
11 of 45 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in CGO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CGO

In 2026 Q2, 22 hedge funds were net buyers of CGO (8 opened a new position, 14 added to an existing one), while 19 reduced or exited (15 trimmed, 4 sold completely) — a 54% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 45% of total institutional value in CGO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 46.

Hedge Fund Ownership: CGO

How many hedge funds hold CGO — quarterly history vs. share price
Quarterly hedge fund ownership of CGO vs. share price

Market Analysis: CGO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CGO

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: CGO
45 + Investors

Track Smart Money conviction in CGO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 45 42 7.14%
13F Shares 2M 2M 4.38%
Total Value $34M $26M 29.27%
New Positions 8 8 -
Increased Positions 14 18 -4
Closed Positions 4 4 -
Reduced Positions 15 10 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CGO

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Institutional Holders (2026 Q2)

45 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CGO. Verified SEC 13F-HR filings.

QUARTER:
Top 25 CGO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Shaker Financial Services, LLC 0.76% 177,106 $2.4M
2 PMG Family Office LLC 0.59% 46,760 $639K
3 Prairie Wealth Advisors, Inc. 0.31% — $1.3M
4 Advisory Solutions Group, LLC 0.24% 52,381 $716K
5 Gilliland Jeter Wealth Management LLC 0.07% 20,576 $281K
6 Advisors Asset Management, Inc. 0.05% 240,943 $3.3M
7 Logan Stone Capital, LLC 0.05% 15,841 $216K
8 Blue Bell Private Wealth Management, LLC 0.03% 20,419 $279K
9 Principal Securities, INC. 0.03% 176,675 $2.4M
10 Integrated Wealth Concepts LLC 0.01% 158,585 $2.2M
11 Harbour Investments, INC. 0.01% 48,020 $656K
12 Guggenheim Capital LLC 0.01% 92,824 $1.3M
13 Wolverine Asset Management LLC 0.01% 61,070 $834K
14 Brookstone Capital Management 0.01% 52,485 $717K
15 Retirement Planning Group, LLC 0.01% 15,680 $214K
16 Continuum Advisory, LLC 0.00% 4,140 $57K
17 Lanark Financial, INC. 0.00% 4,524 $62K
18 Colonial Trust Co / SC 0.00% 2,046 $27K
19 XTX Topco Ltd 0.00% 10,195 $139K
20 Institute for Wealth Management, LLC. 0.00% 1,447 $20K
21 CoreCap Advisors, LLC 0.00% 4,275 $58K
22 Ameriflex Group, INC. 0.00% 200 $3K
23 Steward Partners Investment Advisory, LLC 0.00% 11,419 $156K
24 Kestra Advisory Services, LLC 0.00% 16,851 $230K
25 LPL Financial LLC 0.00% 212,238 $2.9M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Calamos Global Total Return (CGO)

What does the Smart Money Trend signal show for CGO?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added CGO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CGO?

Slight buying edge — 54% buying: Last quarter: 22 funds bought or added vs 19 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CGO holders?

Elite ownership — 45% AUM from top-100 funds: 11 of 45 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in CGO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CGO?

57% of holders stayed for 2+ years: 26 out of 46 hedge funds have held CGO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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