CCD

Calamos Dynamic Convertible & Income Fund
CCD

Overview Fund Activity

64 hedge funds and large institutions have $88.6M invested in Calamos Dynamic Convertible & Income Fund in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
-1
Holders Change %
-1.54%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
24
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
Landscape Capital Management
New Jersey
+$4.11M
2
WAM
Wolverine Asset Management
Illinois
+$1.02M
3
Morgan Stanley
Morgan Stanley
New York
+$743K
4
Bank of America
Bank of America
North Carolina
+$661K
5
RAM
Readystate Asset Management
Illinois
+$499K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$3.19M
2
AWA
Arete Wealth Advisors
Illinois
-$703K
3
Citadel Advisors
Citadel Advisors
Florida
-$356K
4
PWA
Primoris Wealth Advisors
Florida
-$276K
5
Stifel Financial
Stifel Financial
Missouri
-$226K
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
26
Herold Advisors
New York
$550K +$51.7K +2,566 +10%
PAG
27
Private Advisor Group
New Jersey
$512K -$52.7K -2,613 -9%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$507K -$24.9K -1,235 -5%
RAM
29
Readystate Asset Management
Illinois
$499K +$499K +24,795 New
KPWS
30
Kestra Private Wealth Services
Texas
$474K +$26.5K +1,314 +6%
WEG
31
World Equity Group
Illinois
$445K +$57.5K +2,852 +15%
Cerity Partners
32
Cerity Partners
New York
$403K – – –
KAS
33
Kestra Advisory Services
Texas
$402K +$69.5K +3,448 +21%
CCG
34
Capital CS Group
California
$386K +$147K +7,282 +61%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$386K – – –
QCIG
36
Quad-Cities Investment Group
Iowa
$363K +$9.26K +459 +3%
NFSG
37
Newbridge Financial Services Group
Florida
$351K +$351K +17,429 New
GJWM
38
Gilliland Jeter Wealth Management
Arkansas
$344K – – –
MC
39
Moors & Cabot
Massachusetts
$297K +$75.6K +3,749 +34%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$289K -$91.5K -4,538 -24%
TWP
41
Tempus Wealth Planning
California
$277K – – –
DWP
42
Daymark Wealth Partners
Ohio
$266K – – –
AWS
43
Atria Wealth Solutions
New York
$255K +$20.1K +997 +9%
AR
44
Apeiron RIA
Texas
$241K +$20 +1 +0%
Financial Engines Advisors
45
Financial Engines Advisors
California
$215K +$215K +10,671 New
IWC
46
Integrated Wealth Concepts
Massachusetts
$212K +$4.92K +244 +2%
WS
47
Wedbush Securities
California
$211K -$8.71K -431 -4%
EC
48
Elequin Capital
New York
$178K +$74K +3,671 +71%
Comerica Bank
49
Comerica Bank
Texas
$154K +$17.1K +849 +13%
CF
50
Centaurus Financial
California
$101K -$10.3K -511 -9%
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