CCD

Calamos Dynamic Convertible & Income Fund
CCD

Overview Fund Activity

50 hedge funds and large institutions have $645M invested in Calamos Dynamic Convertible & Income Fund in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
-3
Holders Change %
-5.66%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
21
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
$7.23M
2
Wells Fargo
Wells Fargo
California
$20.7M
3
Cerity Partners
Cerity Partners
New York
$410K
4
KPWS
Kestra Private Wealth Services
Texas
$328K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$2.52M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
$561M
2
AAM
Advisors Asset Management
Colorado
$6.54M
3
CAN
Cetera Advisor Networks
California
$0
4
SA
SFI Advisors
New Jersey
$0
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$570K
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
26
Herold Advisors
New York
$331K +$6.68K +326 +2%
KPWS
27
Kestra Private Wealth Services
Texas
$328K +$328K +15,986 New
NA
28
NewEdge Advisors
Louisiana
$311K +$10.2K +500 +3%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$296K -$11.9K -580 -4%
KAS
30
Kestra Advisory Services
Texas
$281K -$3.3K -161 -1%
AR
31
Apeiron RIA
Texas
$279K +$7.89K +385 +3%
CF
32
Centaurus Financial
California
$242K +$4.35K +212 +2%
BW
33
Bison Wealth
Georgia
$239K – – –
SWP
34
Semus Wealth Partners
Florida
$239K +$239K +11,669 New
FFG
35
Ford Financial Group
California
$230K +$20 +1 +0%
WEG
36
World Equity Group
Illinois
$227K +$4.94K +241 +2%
AWS
37
Atria Wealth Solutions
New York
$225K +$225K +10,872 New
SPIA
38
Steward Partners Investment Advisory
New York
$214K – – –
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$119K -$8.19K -400 -6%
HI
40
Harbour Investments
Wisconsin
$76.8K +$594 +29 +0.8%
AWM
41
Accel Wealth Management
Iowa
$38.1K +$225 +11 +0.6%
GWS
42
Glassman Wealth Services
Virginia
$32K – – –
EC
43
Elequin Capital
New York
$20.5K +$20.5K +1,000 New
ASN
44
Advisory Services Network
Georgia
$19.8K +$19.8K +966 New
NSIM
45
North Star Investment Management
Illinois
$19.5K – – –
IBOK
46
Independence Bank of Kentucky
Kentucky
$14K +$14K +682 New
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$10.3K -$42.2K -2,060 -80%
SCA
48
Stonebridge Capital Advisors
Minnesota
$6.15K – – –
SC
49
SouthState Corp
Florida
$3.42K +$3.42K +167 New
Fidelity Investments
50
Fidelity Investments
Massachusetts
$20 -$100 -5 -83%
1
2
3