CCD

Calamos Dynamic Convertible & Income Fund
CCD

Overview Fund Activity

68 hedge funds and large institutions have $136M invested in Calamos Dynamic Convertible & Income Fund in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
-5
Holders Change %
-6.85%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
26
Reduced
16
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$27.7M
2
GC
2
Guggenheim Capital
Illinois
$11.3M
3
5L
3
55I LLC
Massachusetts
$540K
4
PWS
4
Paragon Wealth Strategies
Florida
$954K
5
DADC
5
D.A. Davidson & Co
Montana
$8.52M

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$13.9M
2
Invesco
2
Invesco
Georgia
$947K
3
CCG
3
Capital CS Group
California
$0
4
PFA
4
Professional Financial Advisors
Nebraska
$764K
5
DA
5
DCM Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
26
Wedbush Securities
California
$750K +$269K +8,535 +56%
Stifel Financial
27
Stifel Financial
Missouri
$710K +$251K +7,969 +55%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$646K -$99.1K -3,150 -13%
FPGK
29
Financial Partners Group (Kansas)
Kansas
$591K – – –
5L
30
55I LLC
Massachusetts
$540K +$540K +17,147 New
KAS
31
Kestra Advisory Services
Texas
$485K -$12K -380 -2%
CWS
32
Confluence Wealth Services
Pennsylvania
$466K +$466K +14,828 New
LNWWM
33
Laird Norton Wetherby Wealth Management
California
$465K +$59.9K +1,900 +15%
Osaic Holdings
34
Osaic Holdings
Arizona
$460K -$1.39K -44 -0.3%
CA
35
Cetera Advisors
Colorado
$456K +$16.9K +536 +4%
ARC
36
Advisor Resource Council
Texas
$441K – – –
CFGS
37
Concourse Financial Group Securities
Alabama
$403K -$21.3K -674 -5%
NA
38
NewEdge Advisors
Louisiana
$363K +$363K +11,532 New
BW
39
Bison Wealth
Georgia
$357K +$35K +1,110 +11%
SF
40
Synovus Financial
Georgia
$285K +$504 +16 +0.2%
AR
41
Apeiron RIA
Texas
$265K +$265K +8,409 New
HA
42
Herold Advisors
New York
$255K -$5.64K -179 -2%
IC
43
Intersect Capital
California
$250K – – –
OC
44
Oppenheimer & Co
New York
$249K -$220 -7 -0.1%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$247K +$247K +7,837 New
LWP
46
Legacy Wealth Planning
Nevada
$239K – – –
GLLW
47
Graves Light Lenhart Wealth
Virginia
$189K – – –
BAM
48
Belpointe Asset Management
Nevada
$175K – – –
AIP
49
Ahrens Investment Partners
Louisiana
$139K -$105K -3,356 -43%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$124K +$2.98K +95 +2%
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