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CCD

Calamos Dynamic Convertible & Income Fund
CCD

73 hedge funds and large institutions have $128M invested in Calamos Dynamic Convertible & Income Fund in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

76% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 17

9% more funds holding

Funds holding: 67 → 73 (+6)

0.18% less ownership

Funds ownership: 18.14% → 17.96% (-0.18%)

3% less capital invested

Capital invested by funds: $131M → $128M (-$3.37M)

Holders
73
Holders Change
+6
Holders Change %
+8.96%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
30
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$559K
2
LPL Financial
LPL Financial
California
+$412K
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$387K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$387K
5
MAFM
Mid Atlantic Financial Management
Pennsylvania
+$372K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$2.08M
2
Wells Fargo
Wells Fargo
California
-$992K
3
AAM
Advisors Asset Management
Colorado
-$564K
4
Invesco
Invesco
Georgia
-$312K
5
UBS Group
UBS Group
Switzerland
-$260K
Name Holding Trade Value Shares
Change 		Change in
Stake
GLLW
51
Graves Light Lenhart Wealth
Virginia
$182K – – –
BAM
52
Belpointe Asset Management
Nevada
$169K – – –
HI
53
Harbour Investments
Wisconsin
$125K +$10.1K +327 +9%
CI
54
CX Institutional
Indiana
$121K – – –
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$117K – – –
NFG
56
Next Financial Group
Texas
$62K – – –
APWA
57
Atlas Private Wealth Advisors
New Jersey
$61K – – –
TWM
58
Tradition Wealth Management
Minnesota
$60K +$9.77K +315 +19%
AWM
59
Accel Wealth Management
Iowa
$55K +$186 +6 +0.3%
GWS
60
Glassman Wealth Services
Virginia
$48K – – –
DOA
61
D'Orazio & Associates
Virginia
$42K +$43.2K +1,392 New
CWAF
62
Core Wealth Advisors (Florida)
Florida
$40K – – –
FIA
63
FNY Investment Advisers
New York
$39K +$40.4K +1,302 New
NSIM
64
North Star Investment Management
Illinois
$29K +$15.5K +500 +111%
LWM
65
Liberty Wealth Management
California
$22K +$434 +14 +2%
AWM
66
Avior Wealth Management
Nebraska
$19K +$20.2K +650 New
GAM
67
Gemmer Asset Management
California
$11K – – –
WQ
68
Wealth Quarterback
New Jersey
$10K +$186 +6 +2%
SCA
69
Stonebridge Capital Advisors
Minnesota
$9K -$9.31K -300 -50%
APA
70
American Portfolios Advisors
New York
$8.64K – – –
TRCT
71
Tower Research Capital (TRC)
New York
$1K -$3.63K -117 -75%
BRWA
72
B. Riley Wealth Advisors
Florida
– -$243K -7,792 Closed
ASN
73
Advisory Services Network
Georgia
– -$33K -1,062 Closed
Fidelity Investments
74
Fidelity Investments
Massachusetts
– +$31 +1 New
1 2
3

CCD Hedge Fund Activity: Q3 2021 in Review

73 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Calamos Dynamic Convertible & Income Fund (CCD) for Q3 2021, worth a combined $128M — down 2.6% from $131M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CCD positions and 2 closed out — a net gain of 6 holders — while 30 added to existing stakes and 17 trimmed.

The largest buyer was Ameriprise, adding an estimated $559K. The largest seller was Guggenheim Capital, cutting an estimated $2.08M.

  • 73 institutional investors held Calamos Dynamic Convertible & Income Fund (CCD) as of Q3 2021, up from 67 in Q2 2021.
  • Funds reported $128M of Calamos Dynamic Convertible & Income Fund stock for Q3 2021, down 2.6% quarter-over-quarter.
  • 8 funds opened new Calamos Dynamic Convertible & Income Fund positions in Q3 2021 and 2 closed out, a net change of +6 holders.
  • The largest Calamos Dynamic Convertible & Income Fund buyer in Q3 2021 was Ameriprise, an estimated $559K added.
  • The largest Calamos Dynamic Convertible & Income Fund seller in Q3 2021 was Guggenheim Capital, an estimated $2.08M sold.

Based on aggregated 13F filings for Q3 2021.