CCD

Calamos Dynamic Convertible & Income Fund
CCD

Overview Fund Activity

53 hedge funds and large institutions have $93M invested in Calamos Dynamic Convertible & Income Fund in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+7
Holders Change %
+15.22%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
19
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$2.04M
2
Wells Fargo
Wells Fargo
California
$16.7M
3
PAIM
Punch & Associates Investment Management
Minnesota
$4.28M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$1.23M
5
Invesco
Invesco
Georgia
$568K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$5.16M
2
GC
Guggenheim Capital
Illinois
$7.89M
3
MAFM
Mid Atlantic Financial Management
Pennsylvania
$0
4
RJA
Raymond James & Associates
Florida
$1.39M
5
AAM
Advisors Asset Management
Colorado
$8.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
26
Invesco
Georgia
$568K +$568K +24,833 New
WS
27
Wedbush Securities
California
$529K +$77.6K +3,393 +17%
Stifel Financial
28
Stifel Financial
Missouri
$421K +$33.5K +1,465 +9%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$411K +$411K +17,946 New
AIP
30
Ahrens Investment Partners
Louisiana
$408K +$408K +17,820 New
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$318K – – –
CRC
32
Curi RMB Capital
Illinois
$309K +$309K +13,504 New
CFGS
33
Concourse Financial Group Securities
Alabama
$297K +$2.45K +107 +0.8%
BRWA
34
B. Riley Wealth Advisors
Florida
$291K +$291K +12,941 New
CA
35
Cetera Advisors
Colorado
$282K +$282K +12,305 New
FFG
36
Ford Financial Group
California
$257K – – –
IC
37
Intersect Capital
California
$250K – – –
KAS
38
Kestra Advisory Services
Texas
$246K +$246K +10,753 New
Osaic Holdings
39
Osaic Holdings
Arizona
$241K -$35.9K -1,579 -13%
SF
40
Synovus Financial
Georgia
$227K -$4.6K -200 -2%
BW
41
Bison Wealth
Georgia
$212K +$212K +9,262 New
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$68K – – –
NFG
43
Next Financial Group
Texas
$47K +$47K +2,045 New
FFA
44
Founders Financial Alliance
North Carolina
$39K +$39K +1,685 New
LWM
45
Liberty Wealth Management
California
$35K +$759 +33 +2%
APWA
46
Atlas Private Wealth Advisors
New Jersey
$29K – – –
WEC
47
Winslow Evans & Crocker
Massachusetts
$26K -$3.39K -150 -12%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$25K +$25K +1,086 New
GAM
49
Gemmer Asset Management
California
$10K +$10K +450 New
APA
50
American Portfolios Advisors
New York
$6.5K – – –
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