CCD

Calamos Dynamic Convertible & Income Fund
CCD

Overview Fund Activity

64 hedge funds and large institutions have $136M invested in Calamos Dynamic Convertible & Income Fund in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
–
Holders Change %
0%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
22
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$26M
2
AAM
Advisors Asset Management
Colorado
$16.9M
3
PFA
Professional Financial Advisors
Nebraska
$1.45M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$5.89M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$823K

Top Sellers

1
PAIM
Punch & Associates Investment Management
Minnesota
$0
2
Cohen & Steers
Cohen & Steers
New York
$1.73M
3
Morgan Stanley
Morgan Stanley
New York
$5.19M
4
GC
Guggenheim Capital
Illinois
$11M
5
Bank of America
Bank of America
North Carolina
$8.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPGK
26
Financial Partners Group (Kansas)
Kansas
$705K +$705K +22,054 New
WS
27
Wedbush Securities
California
$682K -$105K -3,279 -13%
DA
28
DCM Advisors
New York
$490K -$32K -1,000 -6%
PWS
29
Paragon Wealth Strategies
Florida
$465K +$465K +14,555 New
Stifel Financial
30
Stifel Financial
Missouri
$455K -$11.8K -370 -3%
CFGS
31
Concourse Financial Group Securities
Alabama
$427K +$2.27K +71 +0.5%
OC
32
Oppenheimer & Co
New York
$414K +$135K +4,224 +48%
SXL
33
Summit X LLC
Missouri
$411K -$30.5K -949 -7%
KAS
34
Kestra Advisory Services
Texas
$382K +$91.5K +2,861 +32%
CA
35
Cetera Advisors
Colorado
$372K +$77.8K +2,430 +26%
FFG
36
Ford Financial Group
California
$359K – – –
Osaic Holdings
37
Osaic Holdings
Arizona
$325K +$58K +1,805 +22%
BRWA
38
B. Riley Wealth Advisors
Florida
$324K +$47.6K +1,484 +17%
MAFM
39
Mid Atlantic Financial Management
Pennsylvania
$321K +$321K +10,035 New
SF
40
Synovus Financial
Georgia
$317K – – –
Citadel Advisors
41
Citadel Advisors
Florida
$307K +$307K +9,614 New
BW
42
Bison Wealth
Georgia
$296K – – –
SPC
43
Sigma Planning Corp
Michigan
$278K +$278K +8,705 New
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$276K +$276K +8,654 New
AIP
45
Ahrens Investment Partners
Louisiana
$259K -$16K -500 -6%
IC
46
Intersect Capital
California
$250K – – –
LWP
47
Legacy Wealth Planning
Nevada
$243K – – –
MML Investors Services
48
MML Investors Services
Massachusetts
$212K +$212K +6,635 New
GLLW
49
Graves Light Lenhart Wealth
Virginia
$192K – – –
BAM
50
Belpointe Asset Management
Nevada
$177K +$45.5K +1,425 +35%
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