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CCD

Calamos Dynamic Convertible & Income Fund
CCD

73 hedge funds and large institutions have $128M invested in Calamos Dynamic Convertible & Income Fund in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

76% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 17

9% more funds holding

Funds holding: 67 → 73 (+6)

0.18% less ownership

Funds ownership: 18.14% → 17.96% (-0.18%)

3% less capital invested

Capital invested by funds: $131M → $128M (-$3.37M)

Holders
73
Holders Change
+6
Holders Change %
+8.96%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
30
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$559K
2
LPL Financial
LPL Financial
California
+$412K
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$387K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$387K
5
MAFM
Mid Atlantic Financial Management
Pennsylvania
+$372K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$2.08M
2
Wells Fargo
Wells Fargo
California
-$992K
3
AAM
Advisors Asset Management
Colorado
-$564K
4
Invesco
Invesco
Georgia
-$312K
5
UBS Group
UBS Group
Switzerland
-$260K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
26
Capital CS Group
California
$674K +$180K +5,811 +35%
FPGK
27
Financial Partners Group (Kansas)
Kansas
$671K – – –
KAS
28
Kestra Advisory Services
Texas
$480K +$36.9K +1,189 +8%
WS
29
Wedbush Securities
California
$465K -$2.08K -67 -0.4%
Osaic Holdings
30
Osaic Holdings
Arizona
$446K +$106K +3,401 +30%
Stifel Financial
31
Stifel Financial
Missouri
$443K +$6.24K +201 +1%
DA
32
DCM Advisors
New York
$434K -$32.6K -1,050 -7%
PWS
33
Paragon Wealth Strategies
Florida
$426K – – –
ARC
34
Advisor Resource Council
Texas
$426K +$43.4K +1,400 +11%
CA
35
Cetera Advisors
Colorado
$424K +$55.3K +1,781 +15%
CFGS
36
Concourse Financial Group Securities
Alabama
$408K +$2.42K +78 +0.6%
LNWWM
37
Laird Norton Wetherby Wealth Management
California
$391K – – –
FFG
38
Ford Financial Group
California
$341K – – –
DA
39
Doliver Advisors
Texas
$333K +$340K +10,947 New
BW
40
Bison Wealth
Georgia
$311K -$6.21K -200 -2%
SF
41
Synovus Financial
Georgia
$274K +$496 +16 +0.2%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$274K +$5.21K +168 +2%
HA
43
Herold Advisors
New York
$251K +$257K +8,279 New
IC
44
Intersect Capital
California
$250K – – –
OC
45
Oppenheimer & Co
New York
$241K -$224K -7,218 -48%
AIP
46
Ahrens Investment Partners
Louisiana
$237K -$44.5K -1,435 -16%
LWP
47
Legacy Wealth Planning
Nevada
$231K – – –
HIP
48
HUB Investment Partners
Texas
$223K +$228K +7,341 New
MML Investors Services
49
MML Investors Services
Massachusetts
$207K +$2.48K +80 +1%
WAM
50
Wolverine Asset Management
Illinois
$185K +$189K +6,099 New
1
2
3

CCD Hedge Fund Activity: Q3 2021 in Review

73 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Calamos Dynamic Convertible & Income Fund (CCD) for Q3 2021, worth a combined $128M — down 2.6% from $131M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CCD positions and 2 closed out — a net gain of 6 holders — while 30 added to existing stakes and 17 trimmed.

The largest buyer was Ameriprise, adding an estimated $559K. The largest seller was Guggenheim Capital, cutting an estimated $2.08M.

  • 73 institutional investors held Calamos Dynamic Convertible & Income Fund (CCD) as of Q3 2021, up from 67 in Q2 2021.
  • Funds reported $128M of Calamos Dynamic Convertible & Income Fund stock for Q3 2021, down 2.6% quarter-over-quarter.
  • 8 funds opened new Calamos Dynamic Convertible & Income Fund positions in Q3 2021 and 2 closed out, a net change of +6 holders.
  • The largest Calamos Dynamic Convertible & Income Fund buyer in Q3 2021 was Ameriprise, an estimated $559K added.
  • The largest Calamos Dynamic Convertible & Income Fund seller in Q3 2021 was Guggenheim Capital, an estimated $2.08M sold.

Based on aggregated 13F filings for Q3 2021.