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CCD

Calamos Dynamic Convertible & Income Fund

65 hedge funds and large institutions have $89.2M invested in Calamos Dynamic Convertible & Income Fund in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.18% less ownership

Funds ownership: 16.41%16.23% (-0.18%)

3% less funds holding

Funds holding: 6765 (-2)

13% less capital invested

Capital invested by funds: $103M → $89.2M (-$13.6M)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

30% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 23

Holders
65
Holders Change
-2
Holders Change %
-2.99%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
16
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HA
26
Herold Advisors
New York
$526K -$12.7K -544 -2%
WEG
27
World Equity Group
Illinois
$475K -$16.7K -716 -4%
KPWS
28
Kestra Private Wealth Services
Texas
$472K +$81.5K +3,486 +19%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$448K +$62.1K +2,654 +14%
Cerity Partners
30
Cerity Partners
New York
$426K
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$407K
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$402K -$2.6K -111 -0.6%
QCIG
33
Quad-Cities Investment Group
Iowa
$373K +$9.26K +396 +2%
GJWM
34
Gilliland Jeter Wealth Management
Arkansas
$363K
Citadel Advisors
35
Citadel Advisors
Florida
$356K +$391K +16,721 New
KAS
36
Kestra Advisory Services
Texas
$351K +$9.85K +421 +3%
TWP
37
Tempus Wealth Planning
California
$292K +$321K +13,719 New
DWP
38
Daymark Wealth Partners
Ohio
$281K
PWA
39
Primoris Wealth Advisors
Florida
$276K
AR
40
Apeiron RIA
Texas
$254K -$3.58K -153 -1%
CCG
41
Capital CS Group
California
$253K -$444K -18,979 -62%
AWS
42
Atria Wealth Solutions
New York
$248K -$10.7K -459 -4%
MC
43
Moors & Cabot
Massachusetts
$234K -$1.36K -58 -0.5%
WS
44
Wedbush Securities
California
$231K -$7.02K -300 -3%
Stifel Financial
45
Stifel Financial
Missouri
$226K -$2.2K -94 -0.9%
IWC
46
Integrated Wealth Concepts
Massachusetts
$219K
Comerica Bank
47
Comerica Bank
Texas
$144K
CF
48
Centaurus Financial
California
$118K -$23 -1 -0%
EC
49
Elequin Capital
New York
$109K +$120K +5,143 New
WT
50
Washington Trust
Rhode Island
$48.9K

CCD Hedge Fund Activity: Q1 2025 in Review

65 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Calamos Dynamic Convertible & Income Fund (CCD) for Q1 2025, worth a combined $89.2M — down 13% from $103M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of CCD and 5 opened new positions — a net loss of 2 holders — while 23 trimmed existing stakes and 16 added.

The largest buyer was J.W. Cole Advisors, adding an estimated $1.84M. The largest seller was Wells Fargo, cutting an estimated $2.03M.

  • 65 institutional investors held Calamos Dynamic Convertible & Income Fund (CCD) as of Q1 2025, down from 67 in Q4 2024.
  • Funds reported $89.2M of Calamos Dynamic Convertible & Income Fund stock for Q1 2025, down 13% quarter-over-quarter.
  • 5 funds opened new Calamos Dynamic Convertible & Income Fund positions in Q1 2025 and 7 closed out, a net change of -2 holders.
  • The largest Calamos Dynamic Convertible & Income Fund buyer in Q1 2025 was J.W. Cole Advisors, an estimated $1.84M added.
  • The largest Calamos Dynamic Convertible & Income Fund seller in Q1 2025 was Wells Fargo, an estimated $2.03M sold.

Based on aggregated 13F filings for Q1 2025.