CCD

Calamos Dynamic Convertible & Income Fund
CCD

Overview Fund Activity

60 hedge funds and large institutions have $93.2M invested in Calamos Dynamic Convertible & Income Fund in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
-4
Holders Change %
-6.25%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
22
Reduced
17
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DADC
D.A. Davidson & Co
Montana
$11.3M
2
SIC
Samalin Investment Counsel
New York
$581K
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$370K
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$600K
5
UBS Group
UBS Group
Switzerland
$2.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$6.57M
2
LCM
Landscape Capital Management
New Jersey
$0
3
AAM
Advisors Asset Management
Colorado
$4.67M
4
Bank of America
Bank of America
North Carolina
$6.39M
5
WAM
Wolverine Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$551K +$15.8K +725 +3%
TWP
27
Tempus Wealth Planning
California
$537K – – –
WS
28
Wedbush Securities
California
$498K +$114K +5,224 +30%
HA
29
Herold Advisors
New York
$483K +$15.9K +730 +3%
Cerity Partners
30
Cerity Partners
New York
$436K – – –
KPWS
31
Kestra Private Wealth Services
Texas
$410K +$6.54K +300 +2%
Stifel Financial
32
Stifel Financial
Missouri
$402K -$56.9K -2,610 -12%
GJWM
33
Gilliland Jeter Wealth Management
Arkansas
$395K – – –
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$370K +$370K +16,992 New
WEG
35
World Equity Group
Illinois
$362K +$43.4K +1,993 +14%
KAS
36
Kestra Advisory Services
Texas
$335K +$54.7K +2,511 +20%
AR
37
Apeiron RIA
Texas
$332K -$2.75K -126 -0.8%
RJT
38
Raymond James Trust
Florida
$298K +$298K +13,670 New
DWP
39
Daymark Wealth Partners
Ohio
$288K – – –
PWA
40
Primoris Wealth Advisors
Florida
$282K +$27.3K +1,250 +11%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$267K -$29.2K -1,341 -10%
PIA
42
Perennial Investment Advisors
California
$246K – – –
SWP
43
Semus Wealth Partners
Florida
$226K -$9.46K -434 -4%
AWS
44
Atria Wealth Solutions
New York
$225K +$1.11K +51 +0.5%
CF
45
Centaurus Financial
California
$219K -$20.1K -922 -8%
NA
46
NewEdge Advisors
Louisiana
$203K +$203K +9,300 New
IWC
47
Integrated Wealth Concepts
Massachusetts
$203K +$203K +9,290 New
QCIG
48
Quad-Cities Investment Group
Iowa
$201K +$201K +9,232 New
Comerica Bank
49
Comerica Bank
Texas
$148K -$87.2K -4,000 -37%
HI
50
Harbour Investments
Wisconsin
$119K +$27K +1,237 +29%
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