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CCD

Calamos Dynamic Convertible & Income Fund
CCD

64 hedge funds and large institutions have $136M invested in Calamos Dynamic Convertible & Income Fund in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 18

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

11% more capital invested

Capital invested by funds: $123M → $136M (+$13M)

0% more funds holding

Funds holding: 64 → 64 (0)

0.47% less ownership

Funds ownership: 18.86% → 18.39% (-0.47%)

Holders
64
Holders Change
–
Holders Change %
0%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
22
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$2.83M
2
AAM
Advisors Asset Management
Colorado
+$2.58M
3
PFA
Professional Financial Advisors
Nebraska
+$1.4M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.19M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$799K

Top Sellers

Rank Fund Capital Flow
1
PAIM
Punch & Associates Investment Management
Minnesota
-$4.56M
2
Cohen & Steers
Cohen & Steers
New York
-$3.1M
3
Morgan Stanley
Morgan Stanley
New York
-$1.74M
4
GC
Guggenheim Capital
Illinois
-$1.23M
5
Bank of America
Bank of America
North Carolina
-$1.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
51
Allred Capital Management
Texas
$153K +$148K +4,775 New
IAIM
52
International Assets Investment Management
Florida
$124K – – –
HI
53
Harbour Investments
Wisconsin
$121K +$117K +3,777 New
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$112K +$45.9K +1,479 +72%
NFG
55
Next Financial Group
Texas
$65K -$6.21K -200 -9%
APWA
56
Atlas Private Wealth Advisors
New Jersey
$65K +$5.28K +170 +9%
AWM
57
Accel Wealth Management
Iowa
$58K +$186 +6 +0.3%
CWAF
58
Core Wealth Advisors (Florida)
Florida
$42K – – –
LWM
59
Liberty Wealth Management
California
$20K – – –
GAM
60
Gemmer Asset Management
California
$14K – – –
SCA
61
Stonebridge Capital Advisors
Minnesota
$10K +$9.31K +300 New
APA
62
American Portfolios Advisors
New York
$9.08K – – –
PAM
63
Panagora Asset Management
Massachusetts
$2K +$186 +6 +14%
PAIM
64
Punch & Associates Investment Management
Minnesota
– -$4.56M -161,789 Closed
SFS
65
Shaker Financial Services
Virginia
– -$968K -34,348 Closed
LCM
66
Landscape Capital Management
New Jersey
– -$546K -19,383 Closed
LWM
67
Laidlaw Wealth Management
New York
– -$525K -18,652 Closed
WAM
68
Wolverine Asset Management
Illinois
– -$358K -12,735 Closed
LNWWM
69
Laird Norton Wetherby Wealth Management
California
– -$321K -11,400 Closed
SIC
70
Salem Investment Counselors
North Carolina
– -$92K -3,250 Closed
FIA
71
FNY Investment Advisers
New York
– -$87K -3,090 Closed
ASN
72
Advisory Services Network
Georgia
– -$34K -1,215 Closed
CTB
73
Country Trust Bank
Illinois
– -$19K -668 Closed
1 2
3

CCD Hedge Fund Activity: Q1 2021 in Review

64 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Calamos Dynamic Convertible & Income Fund (CCD) for Q1 2021, worth a combined $136M — up 11% from $123M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CCD positions and 10 closed out — a net gain of 2 holders — while 22 added to existing stakes and 18 trimmed.

The largest buyer was Wells Fargo, adding an estimated $2.83M. The largest seller was Punch & Associates Investment Management, exiting entirely with an estimated $4.56M sold.

  • 64 institutional investors held Calamos Dynamic Convertible & Income Fund (CCD) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $136M of Calamos Dynamic Convertible & Income Fund stock for Q1 2021, up 11% quarter-over-quarter.
  • 12 funds opened new Calamos Dynamic Convertible & Income Fund positions in Q1 2021 and 10 closed out, a net change of +2 holders.
  • The largest Calamos Dynamic Convertible & Income Fund buyer in Q1 2021 was Wells Fargo, an estimated $2.83M added.
  • The largest Calamos Dynamic Convertible & Income Fund seller in Q1 2021 was Punch & Associates Investment Management, an estimated $4.56M sold.

Based on aggregated 13F filings for Q1 2021.