CCD

Calamos Dynamic Convertible & Income Fund
CCD

Overview Fund Activity

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
Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
0.94%
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

1
Morgan Stanley
Morgan Stanley
New York
$12.6M
2
DADC
D.A. Davidson & Co
Montana
$8.85M
3
LCM
Landscape Capital Management
New Jersey
$940K
4
SA
SFI Advisors
New Jersey
$580K
5
Bank of America
Bank of America
North Carolina
$6.48M

Top Sellers

1
WAM
Wolverine Asset Management
Illinois
$598K
2
AAM
Advisors Asset Management
Colorado
$5M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.38M
4
Wells Fargo
Wells Fargo
California
$18.9M
5
Osaic Holdings
Osaic Holdings
Arizona
$1.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
26
SFI Advisors
New Jersey
$580K +$580K +29,341 New
TWP
27
Tempus Wealth Planning
California
$487K +$487K +24,616 New
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$486K – – –
HA
29
Herold Advisors
New York
$424K +$31.9K +1,614 +8%
Stifel Financial
30
Stifel Financial
Missouri
$416K -$204K -10,306 -33%
Cerity Partners
31
Cerity Partners
New York
$395K – – –
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$391K +$391K +19,789 New
KPWS
33
Kestra Private Wealth Services
Texas
$366K +$2.71K +137 +0.7%
PWS
34
Paragon Wealth Strategies
Florida
$362K +$2.43K +123 +0.7%
GJWM
35
Gilliland Jeter Wealth Management
Arkansas
$358K +$358K +18,117 New
WS
36
Wedbush Securities
California
$349K +$45.8K +2,315 +15%
AR
37
Apeiron RIA
Texas
$304K +$6.71K +339 +2%
WEG
38
World Equity Group
Illinois
$289K +$24.4K +1,235 +9%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$269K -$190K -9,627 -41%
DWP
40
Daymark Wealth Partners
Ohio
$261K – – –
RW
41
RVW Wealth
California
$255K – – –
KAS
42
Kestra Advisory Services
Texas
$254K +$4.43K +224 +2%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$250K – – –
PWA
44
Primoris Wealth Advisors
Florida
$231K +$3.96K +200 +2%
PIA
45
Perennial Investment Advisors
California
$223K +$692 +35 +0.3%
CF
46
Centaurus Financial
California
$217K -$15.5K -780 -7%
SWP
47
Semus Wealth Partners
Florida
$213K -$2.1K -106 -1%
Comerica Bank
48
Comerica Bank
Texas
$213K +$29.7K +1,500 +16%
AWS
49
Atria Wealth Solutions
New York
$203K +$1.29K +65 +0.6%
EC
50
Elequin Capital
New York
$194K -$17.9K -907 -8%
1
2
3