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CCD

Calamos Dynamic Convertible & Income Fund
CCD

64 hedge funds and large institutions have $123M invested in Calamos Dynamic Convertible & Income Fund in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

33% more capital invested

Capital invested by funds: $93M → $123M (+$30.3M)

29% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 17

21% more funds holding

Funds holding: 53 → 64 (+11)

1.19% more ownership

Funds ownership: 17.67% → 18.86% (+1.2%)

Holders
64
Holders Change
+11
Holders Change %
+20.75%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
22
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
+$3.1M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.39M
3
UBS Group
UBS Group
Switzerland
+$1.84M
4
AAM
Advisors Asset Management
Colorado
+$1.4M
5
GC
Guggenheim Capital
Illinois
+$1.01M

Top Sellers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
-$2.38M
2
DADC
D.A. Davidson & Co
Montana
-$1.3M
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$910K
4
Bank of America
Bank of America
North Carolina
-$756K
5
DA
Doliver Advisors
Texas
-$722K
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$723K +$665K +25,674 New
WS
27
Wedbush Securities
California
$693K +$38.1K +1,471 +6%
LCM
28
Landscape Capital Management
New Jersey
$546K -$509K -19,647 -50%
LWM
29
Laidlaw Wealth Management
New York
$525K +$483K +18,652 New
DA
30
DCM Advisors
New York
$459K +$422K +16,308 New
Stifel Financial
31
Stifel Financial
Missouri
$411K -$98.5K -3,805 -21%
SXL
32
Summit X LLC
Missouri
$387K -$215K -8,315 -38%
CFGS
33
Concourse Financial Group Securities
Alabama
$377K +$7.58K +293 +2%
WAM
34
Wolverine Asset Management
Illinois
$358K -$2.38M -91,839 -88%
LNWWM
35
Laird Norton Wetherby Wealth Management
California
$321K +$295K +11,400 New
FFG
36
Ford Financial Group
California
$316K – – –
SF
37
Synovus Financial
Georgia
$277K – – –
BW
38
Bison Wealth
Georgia
$261K – – –
CA
39
Cetera Advisors
Colorado
$259K -$80.5K -3,110 -25%
KAS
40
Kestra Advisory Services
Texas
$257K -$43.3K -1,672 -16%
IC
41
Intersect Capital
California
$250K – – –
OC
42
Oppenheimer & Co
New York
$246K +$226K +8,727 New
AIP
43
Ahrens Investment Partners
Louisiana
$243K -$238K -9,210 -52%
BRWA
44
B. Riley Wealth Advisors
Florida
$243K -$112K -4,324 -33%
Osaic Holdings
45
Osaic Holdings
Arizona
$234K -$58.9K -2,277 -22%
LWP
46
Legacy Wealth Planning
Nevada
$214K +$196K +7,586 New
GLLW
47
Graves Light Lenhart Wealth
Virginia
$169K +$155K +6,000 New
IAIM
48
International Assets Investment Management
Florida
$124K +$114K +4,410 New
BAM
49
Belpointe Asset Management
Nevada
$116K +$107K +4,120 New
SIC
50
Salem Investment Counselors
North Carolina
$92K +$84.1K +3,250 New
1
2
3

CCD Hedge Fund Activity: Q4 2020 in Review

64 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Calamos Dynamic Convertible & Income Fund (CCD) for Q4 2020, worth a combined $123M — up 33% from $93M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CCD positions and 6 closed out — a net gain of 11 holders — while 22 added to existing stakes and 17 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $3.1M. The largest seller was Wolverine Asset Management, cutting an estimated $2.38M.

  • 64 institutional investors held Calamos Dynamic Convertible & Income Fund (CCD) as of Q4 2020, up from 53 in Q3 2020.
  • Funds reported $123M of Calamos Dynamic Convertible & Income Fund stock for Q4 2020, up 33% quarter-over-quarter.
  • 17 funds opened new Calamos Dynamic Convertible & Income Fund positions in Q4 2020 and 6 closed out, a net change of +11 holders.
  • The largest Calamos Dynamic Convertible & Income Fund buyer in Q4 2020 was Raymond James & Associates, an estimated $3.1M added.
  • The largest Calamos Dynamic Convertible & Income Fund seller in Q4 2020 was Wolverine Asset Management, an estimated $2.38M sold.

Based on aggregated 13F filings for Q4 2020.