CCD

Calamos Dynamic Convertible & Income Fund
CCD

Overview Fund Activity

56 hedge funds and large institutions have $84.8M invested in Calamos Dynamic Convertible & Income Fund in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+6
Holders Change %
+12%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
24
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$23M
2
Morgan Stanley
Morgan Stanley
New York
$5.54M
3
Bank of America
Bank of America
North Carolina
$6.79M
4
CCG
Capital CS Group
California
$423K
5
DADC
D.A. Davidson & Co
Montana
$7.21M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$1.92M
2
AAM
Advisors Asset Management
Colorado
$6.15M
3
GC
Guggenheim Capital
Illinois
$6.96M
4
FFG
Ford Financial Group
California
$0
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
26
NewEdge Advisors
Louisiana
$349K +$19.5K +900 +6%
WS
27
Wedbush Securities
California
$336K -$15.2K -713 -4%
AR
28
Apeiron RIA
Texas
$298K +$9.22K +434 +3%
KAS
29
Kestra Advisory Services
Texas
$298K +$5.54K +260 +2%
WEG
30
World Equity Group
Illinois
$288K +$277K +276,689 +2,496%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$287K -$21.3K -1,001 -7%
RW
32
RVW Wealth
California
$275K +$275K +12,903 New
CF
33
Centaurus Financial
California
$256K +$4.47K +210 +2%
BW
34
Bison Wealth
Georgia
$240K – – –
SPIA
35
Steward Partners Investment Advisory
New York
$236K +$14.1K +661 +6%
SWP
36
Semus Wealth Partners
Florida
$234K -$14.4K -678 -6%
OC
37
Oppenheimer & Co
New York
$222K +$222K +10,423 New
AWS
38
Atria Wealth Solutions
New York
$220K -$11.3K -530 -5%
PIA
39
Perennial Investment Advisors
California
$214K +$214K +10,038 New
TWP
40
Tempus Wealth Planning
California
$205K +$205K +9,616 New
GLLW
41
Graves Light Lenhart Wealth
Virginia
$128K +$128K +6,000 New
HI
42
Harbour Investments
Wisconsin
$80.6K +$788 +37 +1%
IRC
43
Investors Research Corp
Georgia
$45.5K +$45.5K +2,138 New
AWM
44
Accel Wealth Management
Iowa
$39.9K +$213 +10 +0.5%
GWS
45
Glassman Wealth Services
Virginia
$33.3K – – –
AIP
46
Ahrens Investment Partners
Louisiana
$29.9K +$29.9K +1,405 New
HGERS
47
Householder Group Estate & Retirement Specialist
Arizona
$25K +$25K +1,195 New
EC
48
Elequin Capital
New York
$21.9K +$639 +30 +3%
NSIM
49
North Star Investment Management
Illinois
$20.2K – – –
IBOK
50
Independence Bank of Kentucky
Kentucky
$14.5K – – –
1
2
3