CCD

Calamos Dynamic Convertible & Income Fund
CCD

Overview Fund Activity

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
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

1
Ameriprise
Ameriprise
Minnesota
$3.2M
2
LPL Financial
LPL Financial
California
$3.3M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$6.7M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$1.34M
5
MAFM
Mid Atlantic Financial Management
Pennsylvania
$798K

Top Sellers

1
GC
Guggenheim Capital
Illinois
$9.64M
2
Wells Fargo
Wells Fargo
California
$24.2M
3
AAM
Advisors Asset Management
Colorado
$14.8M
4
Invesco
Invesco
Georgia
$1.57M
5
UBS Group
UBS Group
Switzerland
$2.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLLW
51
Graves Light Lenhart Wealth
Virginia
$182K – – –
BAM
52
Belpointe Asset Management
Nevada
$169K – – –
HI
53
Harbour Investments
Wisconsin
$125K +$9.92K +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 +$9.58K +315 +19%
AWM
59
Accel Wealth Management
Iowa
$55K +$181 +6 +0.3%
GWS
60
Glassman Wealth Services
Virginia
$48K – – –
DOA
61
D'Orazio & Associates
Virginia
$42K +$42K +1,392 New
CWA
62
Core Wealth Advisors
Florida
$40K – – –
FIA
63
FNY Investment Advisers
New York
$39K +$39K +1,302 New
NSIM
64
North Star Investment Management
Illinois
$29K +$15.3K +500 +111%
LWM
65
Liberty Wealth Management
California
$22K +$422 +14 +2%
AWM
66
Avior Wealth Management
Nebraska
$19K +$19K +650 New
GAM
67
Gemmer Asset Management
California
$11K – – –
WQ
68
Wealth Quarterback
New Jersey
$10K +$199 +6 +2%
SCA
69
Stonebridge Capital Advisors
Minnesota
$9K -$9K -300 -50%
APA
70
American Portfolios Advisors
New York
$8.64K – – –
TRCT
71
Tower Research Capital (TRC)
New York
$1K -$3K -117 -75%
BRWA
72
B. Riley Wealth Advisors
Florida
– -$243K -7,792 Closed
ASN
73
Advisory Services Network
Georgia
– -$33K -1,062 Closed
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