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CCD

Calamos Dynamic Convertible & Income Fund

64 hedge funds and large institutions have $82.7M invested in Calamos Dynamic Convertible & Income Fund in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 21

1.42% less ownership

Funds ownership: 15.62%14.2% (-1.4%)

7% less capital invested

Capital invested by funds: $88.7M → $82.7M (-$6M)

10% less funds holding

Funds holding: 7164 (-7)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
64
Holders Change
-7
Holders Change %
-9.86%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
24
Reduced
21
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$688K +$148K +6,635 +26%
BCM
27
Boreal Capital Management
Florida
$685K
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$632K +$1.34K +60 +0.2%
CA
29
CoreCap Advisors
Michigan
$624K -$805K -36,130 -55%
PAG
30
Private Advisor Group
New Jersey
$585K +$50.1K +2,248 +9%
Citadel Advisors
31
Citadel Advisors
Florida
$453K -$217K -9,731 -31%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$411K +$18.7K +839 +5%
Stifel Financial
33
Stifel Financial
Missouri
$399K +$30.7K +1,378 +8%
KPWS
34
Kestra Private Wealth Services
Texas
$384K -$83.7K -3,757 -17%
CCG
35
Capital CS Group
California
$377K -$85.5K -3,835 -18%
GJWM
36
Gilliland Jeter Wealth Management
Arkansas
$371K +$3.03K +136 +0.8%
SPIA
37
Steward Partners Investment Advisory
New York
$354K -$201K -9,004 -35%
QCIG
38
Quad-Cities Investment Group
Iowa
$354K +$6.97K +313 +2%
IAIM
39
International Assets Investment Management
Florida
$310K +$14.2K +635 +5%
TWP
40
Tempus Wealth Planning
California
$293K
DWP
41
Daymark Wealth Partners
Ohio
$281K
WS
42
Wedbush Securities
California
$276K -$7.24K -325 -2%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$258K -$6.22K -279 -2%
BCM
44
Brookstone Capital Management
Illinois
$253K -$891 -40 -0.3%
AR
45
Apeiron RIA
Texas
$222K +$5.55K +249 +2%
AHL
46
Abel Hall LLC
Louisiana
$214K
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$161K +$168K +7,540 New
CF
48
Centaurus Financial
California
$109K -$4.9K -220 -4%
HI
49
Harbour Investments
Wisconsin
$107K +$93.3K +4,187 +511%
TCM
50
Triumph Capital Management
Colorado
$60.2K +$4.46K +200 +8%

CCD Hedge Fund Activity: Q1 2026 in Review

64 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Calamos Dynamic Convertible & Income Fund (CCD) for Q1 2026, worth a combined $82.7M — down 6.8% from $88.7M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of CCD and 5 opened new positions — a net loss of 5 holders — while 21 trimmed existing stakes and 24 added.

The largest buyer was Advisors Asset Management, opening a new position worth an estimated $849K. The largest seller was J.W. Cole Advisors, exiting entirely with an estimated $2.09M sold.

  • 64 institutional investors held Calamos Dynamic Convertible & Income Fund (CCD) as of Q1 2026, down from 71 in Q4 2025.
  • Funds reported $82.7M of Calamos Dynamic Convertible & Income Fund stock for Q1 2026, down 6.8% quarter-over-quarter.
  • 5 funds opened new Calamos Dynamic Convertible & Income Fund positions in Q1 2026 and 10 closed out, a net change of -5 holders.
  • The largest Calamos Dynamic Convertible & Income Fund buyer in Q1 2026 was Advisors Asset Management, an estimated $849K added.
  • The largest Calamos Dynamic Convertible & Income Fund seller in Q1 2026 was J.W. Cole Advisors, an estimated $2.09M sold.

Based on aggregated 13F filings for Q1 2026.