CCD

Calamos Dynamic Convertible & Income Fund
CCD

Overview Fund Activity

53 hedge funds and large institutions have $83.6M invested in Calamos Dynamic Convertible & Income Fund in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
-1
Holders Change %
-1.85%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
21
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$19.8M
2
AWA
Arete Wealth Advisors
Illinois
$558K
3
Morgan Stanley
Morgan Stanley
New York
$4.59M
4
LPL Financial
LPL Financial
California
$3.01M
5
DADC
D.A. Davidson & Co
Montana
$6.38M

Top Sellers

1
GC
Guggenheim Capital
Illinois
$6.26M
2
UBS Group
UBS Group
Switzerland
$1.2M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$0
4
CAN
Cetera Advisor Networks
California
$569K
5
RJA
Raymond James & Associates
Florida
$1.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWS
26
Paragon Wealth Strategies
Florida
$356K -$118K -5,890 -25%
HA
27
Herold Advisors
New York
$316K -$16.8K -841 -5%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$301K -$20K -1,000 -6%
NA
29
NewEdge Advisors
Louisiana
$294K +$8.01K +400 +3%
KAS
30
Kestra Advisory Services
Texas
$278K -$5.91K -295 -2%
AR
31
Apeiron RIA
Texas
$278K +$21.7K +1,029 +8%
SA
32
SFI Advisors
New Jersey
$267K +$1.78K +89 +0.7%
CF
33
Centaurus Financial
California
$232K +$3.58K +179 +2%
FFG
34
Ford Financial Group
California
$225K – – –
WEG
35
World Equity Group
Illinois
$217K +$4.11K +205 +2%
BW
36
Bison Wealth
Georgia
$216K – – –
SPIA
37
Steward Partners Investment Advisory
New York
$209K +$10K +500 +5%
TWP
38
Tempus Wealth Planning
California
$203K +$203K +10,116 New
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$124K -$40K -2,003 -24%
HI
40
Harbour Investments
Wisconsin
$80K – – –
APA
41
American Portfolios Advisors
New York
$54.4K – – –
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$52K -$8.75K -431 -14%
AWM
43
Accel Wealth Management
Iowa
$40K +$173 +8 +0.4%
GWS
44
Glassman Wealth Services
Virginia
$31K – – –
HGERS
45
Householder Group Estate & Retirement Specialist
Arizona
$23K +$23K +1,195 New
NSIM
46
North Star Investment Management
Illinois
$19K – – –
EIP
47
Ellis Investment Partners
Pennsylvania
$11K +$283 +15 +3%
SCA
48
Stonebridge Capital Advisors
Minnesota
$6K – – –
US Bancorp
49
US Bancorp
Minnesota
$5K +$5K +258 New
TRCT
50
Tower Research Capital (TRC)
New York
$4K +$4K +200 New
1
2
3