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CCD

Calamos Dynamic Convertible & Income Fund
CCD

64 hedge funds and large institutions have $91.9M invested in Calamos Dynamic Convertible & Income Fund in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 17

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

16% more capital invested

Capital invested by funds: $79.5M → $91.9M (+$12.4M)

3% more funds holding

Funds holding: 62 → 64 (+2)

1.48% more ownership

Funds ownership: 16.53% → 18.01% (+1.5%)

Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
26
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.97M
2
DADC
D.A. Davidson & Co
Montana
+$1.23M
3
LCM
Landscape Capital Management
New Jersey
+$633K
4
SA
SFI Advisors
New Jersey
+$547K
5
Bank of America
Bank of America
North Carolina
+$542K

Top Sellers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
-$1.28M
2
AAM
Advisors Asset Management
Colorado
-$597K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$432K
4
Wells Fargo
Wells Fargo
California
-$342K
5
Osaic Holdings
Osaic Holdings
Arizona
-$322K
Name Holding Trade Value Shares
Change 		Change in
Stake
SA
26
SFI Advisors
New Jersey
$580K +$547K +29,341 New
TWP
27
Tempus Wealth Planning
California
$487K +$459K +24,616 New
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$486K – – –
HA
29
Herold Advisors
New York
$424K +$30.1K +1,614 +8%
Stifel Financial
30
Stifel Financial
Missouri
$416K -$192K -10,306 -33%
Cerity Partners
31
Cerity Partners
New York
$395K – – –
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$391K +$369K +19,789 New
KPWS
33
Kestra Private Wealth Services
Texas
$366K +$2.56K +137 +0.7%
PWS
34
Paragon Wealth Strategies
Florida
$362K +$2.29K +123 +0.7%
GJWM
35
Gilliland Jeter Wealth Management
Arkansas
$358K +$338K +18,117 New
WS
36
Wedbush Securities
California
$349K +$43.2K +2,315 +15%
AR
37
Apeiron RIA
Texas
$304K +$6.33K +339 +2%
WEG
38
World Equity Group
Illinois
$289K +$23K +1,235 +9%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$269K -$180K -9,627 -41%
DWP
40
Daymark Wealth Partners
Ohio
$261K – – –
RW
41
RVW Wealth
California
$255K – – –
KAS
42
Kestra Advisory Services
Texas
$254K +$4.18K +224 +2%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$250K – – –
PWA
44
Primoris Wealth Advisors
Florida
$231K +$3.73K +200 +2%
PIA
45
Perennial Investment Advisors
California
$223K +$653 +35 +0.3%
CF
46
Centaurus Financial
California
$217K -$14.6K -780 -7%
SWP
47
Semus Wealth Partners
Florida
$213K -$1.98K -106 -1%
Comerica Bank
48
Comerica Bank
Texas
$213K +$28K +1,500 +16%
AWS
49
Atria Wealth Solutions
New York
$203K +$1.21K +65 +0.6%
EC
50
Elequin Capital
New York
$194K -$16.9K -907 -8%
1
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CCD Hedge Fund Activity: Q4 2023 in Review

64 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Calamos Dynamic Convertible & Income Fund (CCD) for Q4 2023, worth a combined $91.9M — up 16% from $79.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CCD positions and 7 closed out — a net gain of 2 holders — while 26 added to existing stakes and 17 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.97M. The largest seller was Wolverine Asset Management, cutting an estimated $1.28M.

  • 64 institutional investors held Calamos Dynamic Convertible & Income Fund (CCD) as of Q4 2023, up from 62 in Q3 2023.
  • Funds reported $91.9M of Calamos Dynamic Convertible & Income Fund stock for Q4 2023, up 16% quarter-over-quarter.
  • 9 funds opened new Calamos Dynamic Convertible & Income Fund positions in Q4 2023 and 7 closed out, a net change of +2 holders.
  • The largest Calamos Dynamic Convertible & Income Fund buyer in Q4 2023 was Morgan Stanley, an estimated $5.97M added.
  • The largest Calamos Dynamic Convertible & Income Fund seller in Q4 2023 was Wolverine Asset Management, an estimated $1.28M sold.

Based on aggregated 13F filings for Q4 2023.