CCD

Calamos Dynamic Convertible & Income Fund
CCD

Overview Fund Activity

62 hedge funds and large institutions have $79.5M invested in Calamos Dynamic Convertible & Income Fund in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+5
Holders Change %
+8.77%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
25
Reduced
16
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
Wolverine Asset Management
Illinois
$1.84M
2
Morgan Stanley
Morgan Stanley
New York
$5.9M
3
Osaic Holdings
Osaic Holdings
Arizona
$1.63M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$433K
5
LCM
Landscape Capital Management
New Jersey
$254K

Top Sellers

1
Wells Fargo
Wells Fargo
California
$18.1M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$694K
3
GC
Guggenheim Capital
Illinois
$6.03M
4
CA
CoreCap Advisors
Michigan
$862K
5
Truist Financial
Truist Financial
North Carolina
$3.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$433K +$433K +23,228 New
Cerity Partners
27
Cerity Partners
New York
$373K – – –
HA
28
Herold Advisors
New York
$369K +$111K +5,945 +43%
KPWS
29
Kestra Private Wealth Services
Texas
$342K +$30K +1,610 +10%
PWS
30
Paragon Wealth Strategies
Florida
$339K +$2.13K +114 +0.6%
CCG
31
Capital CS Group
California
$328K -$5.56K -298 -2%
WS
32
Wedbush Securities
California
$286K +$7.46K +400 +3%
AR
33
Apeiron RIA
Texas
$280K +$17.4K +936 +7%
LCM
34
Landscape Capital Management
New Jersey
$254K +$254K +13,603 New
WEG
35
World Equity Group
Illinois
$249K +$5.74K +308 +2%
DWP
36
Daymark Wealth Partners
Ohio
$246K +$37.3K +2,000 +18%
RW
37
RVW Wealth
California
$241K – – –
NA
38
NewEdge Advisors
Louisiana
$237K -$87.6K -4,700 -27%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$236K -$15.5K -830 -6%
KAS
40
Kestra Advisory Services
Texas
$236K -$19.1K -1,024 -7%
CF
41
Centaurus Financial
California
$219K +$4.43K +237 +2%
PWA
42
Primoris Wealth Advisors
Florida
$214K +$214K +11,500 New
PIA
43
Perennial Investment Advisors
California
$209K – – –
SWP
44
Semus Wealth Partners
Florida
$203K +$56 +3 +0%
BW
45
Bison Wealth
Georgia
$202K +$112 +6 +0.1%
EC
46
Elequin Capital
New York
$200K +$183K +9,815 +1,089%
AWS
47
Atria Wealth Solutions
New York
$190K +$969 +52 +0.5%
Comerica Bank
48
Comerica Bank
Texas
$173K +$173K +9,271 New
HI
49
Harbour Investments
Wisconsin
$77.2K +$5.74K +308 +8%
WT
50
Washington Trust
Rhode Island
$42.8K – – –
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