Calamos Dynamic Convertible & Income Fund
CCD
50 hedge funds and large institutions have $645M invested in Calamos Dynamic Convertible & Income Fund in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 9 closing their positions.
671% more capital invested
Capital invested by funds: $83.6M → $645M (+$561M)
31% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 16
0.76% less ownership
Funds ownership: 16.66% → 15.9% (-0.76%)
6% less funds holding
Funds holding: 53 → 50 (-3)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$881K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$448K |
| 3 |
Cerity Partners
New York
|
+$431K |
| 4 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$344K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$297K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$2.48M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$569K |
| 3 |
SA
SFI Advisors
Montclair,
New Jersey
|
-$267K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$250K |
| 5 |
WS
Wedbush Securities
Los Angeles,
California
|
-$213K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAN
51
Cetera Advisor Networks
El Segundo,
California
| – | -$569K | -28,394 | Closed |
|
|
SA
52
SFI Advisors
Montclair,
New Jersey
| – | -$267K | -13,338 | Closed |
|
|
TWP
53
Tempus Wealth Planning
Irvine,
California
| – | -$203K | -10,116 | Closed |
|
|
HGERS
54
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| – | -$23K | -1,195 | Closed |
|
|
EIP
55
Ellis Investment Partners
Berwyn,
Pennsylvania
| – | -$11K | -584 | Closed |
|
56
US Bancorp
Minneapolis,
Minnesota
| – | -$5K | -258 | Closed |
|
|
TRCT
57
Tower Research Capital (TRC)
New York
| – | -$4K | -200 | Closed |
|
|
JFA
58
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$1K | -39 | Closed |
|
CCD Hedge Fund Activity: Q4 2022 in Review
50 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Calamos Dynamic Convertible & Income Fund (CCD) for Q4 2022, worth a combined $645M — up 671% from $83.6M 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 21 added.
The largest buyer was Guggenheim Capital, adding an estimated $881K. The largest seller was Advisors Asset Management, cutting an estimated $2.48M.
- 50 institutional investors held Calamos Dynamic Convertible & Income Fund (CCD) as of Q4 2022, down from 53 in Q3 2022.
- Funds reported $645M of Calamos Dynamic Convertible & Income Fund stock for Q4 2022, up 671% quarter-over-quarter.
- 8 funds opened new Calamos Dynamic Convertible & Income Fund positions in Q4 2022 and 9 closed out, a net change of -1 holder.
- The largest Calamos Dynamic Convertible & Income Fund buyer in Q4 2022 was Guggenheim Capital, an estimated $881K added.
- The largest Calamos Dynamic Convertible & Income Fund seller in Q4 2022 was Advisors Asset Management, an estimated $2.48M sold.
Based on aggregated 13F filings for Q4 2022.