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CCD

Calamos Dynamic Convertible & Income Fund

64 hedge funds and large institutions have $82.7M invested in Calamos Dynamic Convertible & Income Fund in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 21

1.42% less ownership

Funds ownership: 15.62%14.2% (-1.4%)

7% less capital invested

Capital invested by funds: $88.7M → $82.7M (-$6M)

10% less funds holding

Funds holding: 7164 (-7)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
64
Holders Change
-7
Holders Change %
-9.86%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
24
Reduced
21
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
51
Farther Finance Advisors
California
$54.4K
EWA
52
EverSource Wealth Advisors
Alabama
$42.7K
ASN
53
Advisory Services Network
Georgia
$39.6K +$41.4K +1,857 New
WIM
54
Westside Investment Management
California
$35.6K
VWM
55
Valley Wealth Managers
New Jersey
$32K
SIS
56
Sound Income Strategies
Florida
$26.8K
AF
57
Allworth Financial
California
$21.4K
SIC
58
SJS Investment Consulting
Ohio
$19.2K
OCM
59
Osbon Capital Management
Massachusetts
$14.1K +$14.7K +660 New
ME
60
McIlrath & Eck
Washington
$13.2K
NSIM
61
North Star Investment Management
Illinois
$10.7K
JP Morgan Chase
62
JP Morgan Chase
New York
$8.24K
CSC
63
Caldwell Sutter Capital
California
$5.34K
HWP
64
Highline Wealth Partners
California
$2.78K -$1.11K -50 -28%
BHWM
65
Beaird Harris Wealth Management
Texas
$2.52K +$2.63K +118 New
JWCA
66
J.W. Cole Advisors
Florida
-$2.09M -99,952 Closed
WAM
67
Wolverine Asset Management
Illinois
-$1.34M -64,085 Closed
RAM
68
Readystate Asset Management
Illinois
-$1.21M -58,054 Closed
AIA
69
Absolute Investment Advisers
Florida
-$724K -33,118 Closed
QL
70
Quarry LP
New York
-$450K -21,574 Closed
Cerity Partners
71
Cerity Partners
New York
-$417K -20,000 Closed
IWC
72
Integrated Wealth Concepts
Massachusetts
-$242K -11,616 Closed
AAP
73
Arax Advisory Partners
Colorado
-$19.5K -11,543 Closed
WSFS
74
Wilmington Savings Fund Society
Delaware
-$25K -1,200 Closed
IBOK
75
Independence Bank of Kentucky
Kentucky
-$14.2K -682 Closed

CCD Hedge Fund Activity: Q1 2026 in Review

64 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Calamos Dynamic Convertible & Income Fund (CCD) for Q1 2026, worth a combined $82.7M — down 6.8% from $88.7M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of CCD and 5 opened new positions — a net loss of 5 holders — while 21 trimmed existing stakes and 24 added.

The largest buyer was Advisors Asset Management, opening a new position worth an estimated $849K. The largest seller was J.W. Cole Advisors, exiting entirely with an estimated $2.09M sold.

  • 64 institutional investors held Calamos Dynamic Convertible & Income Fund (CCD) as of Q1 2026, down from 71 in Q4 2025.
  • Funds reported $82.7M of Calamos Dynamic Convertible & Income Fund stock for Q1 2026, down 6.8% quarter-over-quarter.
  • 5 funds opened new Calamos Dynamic Convertible & Income Fund positions in Q1 2026 and 10 closed out, a net change of -5 holders.
  • The largest Calamos Dynamic Convertible & Income Fund buyer in Q1 2026 was Advisors Asset Management, an estimated $849K added.
  • The largest Calamos Dynamic Convertible & Income Fund seller in Q1 2026 was J.W. Cole Advisors, an estimated $2.09M sold.

Based on aggregated 13F filings for Q1 2026.