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CCD

Calamos Dynamic Convertible & Income Fund
CCD

64 hedge funds and large institutions have $88.1M invested in Calamos Dynamic Convertible & Income Fund in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 16

0.09% less ownership

Funds ownership: 16.23% → 16.14% (-0.09%)

1% less capital invested

Capital invested by funds: $89.2M → $88.1M (-$1.14M)

2% less funds holding

Funds holding: 65 → 64 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
64
Holders Change
-1
Holders Change %
-1.54%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
23
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LCM
Landscape Capital Management
New Jersey
+$4.22M
2
WAM
Wolverine Asset Management
Illinois
+$1.05M
3
Morgan Stanley
Morgan Stanley
New York
+$764K
4
Bank of America
Bank of America
North Carolina
+$680K
5
RAM
Readystate Asset Management
Illinois
+$514K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$3.28M
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 		Change in
Stake
HA
26
Herold Advisors
New York
$550K +$53.2K +2,566 +10%
PAG
27
Private Advisor Group
New Jersey
$512K -$54.2K -2,613 -9%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$507K -$25.6K -1,235 -5%
RAM
29
Readystate Asset Management
Illinois
$499K +$514K +24,795 New
KPWS
30
Kestra Private Wealth Services
Texas
$474K +$27.2K +1,314 +6%
WEG
31
World Equity Group
Illinois
$445K +$59.1K +2,852 +15%
Cerity Partners
32
Cerity Partners
New York
$403K – – –
KAS
33
Kestra Advisory Services
Texas
$402K +$71.5K +3,448 +21%
CCG
34
Capital CS Group
California
$386K +$151K +7,282 +61%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$386K – – –
QCIG
36
Quad-Cities Investment Group
Iowa
$363K +$9.51K +459 +3%
NFSG
37
Newbridge Financial Services Group
Florida
$351K +$361K +17,429 New
GJWM
38
Gilliland Jeter Wealth Management
Arkansas
$344K – – –
MC
39
Moors & Cabot
Massachusetts
$297K +$77.7K +3,749 +34%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$289K -$94.1K -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 +$20.7K +997 +9%
AR
44
Apeiron RIA
Texas
$241K +$21 +1 +0%
Financial Engines Advisors
45
Financial Engines Advisors
California
$215K +$221K +10,671 New
IWC
46
Integrated Wealth Concepts
Massachusetts
$212K +$5.06K +244 +2%
WS
47
Wedbush Securities
California
$211K -$8.93K -431 -4%
EC
48
Elequin Capital
New York
$178K +$76.1K +3,671 +71%
Comerica Bank
49
Comerica Bank
Texas
$154K +$17.6K +849 +13%
CF
50
Centaurus Financial
California
$101K -$10.6K -511 -9%
1
2
3

CCD Hedge Fund Activity: Q2 2025 in Review

64 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Calamos Dynamic Convertible & Income Fund (CCD) for Q2 2025, worth a combined $88.1M — down 1.3% from $89.2M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of CCD and 8 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 23 added.

The largest buyer was Landscape Capital Management, opening a new position worth an estimated $4.22M. The largest seller was Wells Fargo, cutting an estimated $3.28M.

  • 64 institutional investors held Calamos Dynamic Convertible & Income Fund (CCD) as of Q2 2025, down from 65 in Q1 2025.
  • Funds reported $88.1M of Calamos Dynamic Convertible & Income Fund stock for Q2 2025, down 1.3% quarter-over-quarter.
  • 8 funds opened new Calamos Dynamic Convertible & Income Fund positions in Q2 2025 and 9 closed out, a net change of -1 holder.
  • The largest Calamos Dynamic Convertible & Income Fund buyer in Q2 2025 was Landscape Capital Management, an estimated $4.22M added.
  • The largest Calamos Dynamic Convertible & Income Fund seller in Q2 2025 was Wells Fargo, an estimated $3.28M sold.

Based on aggregated 13F filings for Q2 2025.