Calamos Dynamic Convertible & Income Fund
CCD
56 hedge funds and large institutions have $84.8M invested in Calamos Dynamic Convertible & Income Fund in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 3 closing their positions.
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
71% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 14
12% more funds holding
Funds holding: 50 → 56 (+6)
1.1% more ownership
Funds ownership: 15.9% → 17.01% (+1.1%)
87% less capital invested
Capital invested by funds: $645M → $84.8M (-$560M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WEG
World Equity Group
Schaumburg,
Illinois
|
+$6.16M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.54M |
| 3 |
Morgan Stanley
New York
|
+$788K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$472K |
| 5 |
CCG
Capital CS Group
Irvine,
California
|
+$441K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.99M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$696K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$604K |
| 4 |
FFG
Ford Financial Group
Fresno,
California
|
-$230K |
| 5 |
Rockefeller Capital Management
New York
|
-$119K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ASN
51
Advisory Services Network
Atlanta,
Georgia
| $13.2K | -$7.68K | -345 | -36% |
|
52
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $10.7K | – | – | – |
|
|
SS
53
Sunbelt Securities
Houston,
Texas
| $7.34K | +$7.79K | +350 | New |
|
|
SCA
54
Stonebridge Capital Advisors
St Paul,
Minnesota
| $6.39K | – | – | – |
|
55
Commonwealth Equity Services
Waltham,
Massachusetts
| $2.83K | +$226K | +10,173 | +8% |
|
56
Fidelity Investments
Boston,
Massachusetts
| $21 | – | – | – |
|
|
FFG
57
Ford Financial Group
Fresno,
California
| – | -$230K | -11,238 | Closed |
|
|
58
Rockefeller Capital Management
New York
| – | -$119K | -5,809 | Closed |
|
|
SC
59
SouthState Corp
Winter Haven,
Florida
| – | -$3.42K | -167 | Closed |
|
CCD Hedge Fund Activity: Q1 2023 in Review
56 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Calamos Dynamic Convertible & Income Fund (CCD) for Q1 2023, worth a combined $84.8M — down 87% from $645M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new CCD positions and 3 closed out — a net gain of 7 holders — while 24 added to existing stakes and 14 trimmed.
The largest buyer was World Equity Group, adding an estimated $6.16M. The largest seller was Ameriprise, cutting an estimated $1.99M.
- 56 institutional investors held Calamos Dynamic Convertible & Income Fund (CCD) as of Q1 2023, up from 50 in Q4 2022.
- Funds reported $84.8M of Calamos Dynamic Convertible & Income Fund stock for Q1 2023, down 87% quarter-over-quarter.
- 10 funds opened new Calamos Dynamic Convertible & Income Fund positions in Q1 2023 and 3 closed out, a net change of +7 holders.
- The largest Calamos Dynamic Convertible & Income Fund buyer in Q1 2023 was World Equity Group, an estimated $6.16M added.
- The largest Calamos Dynamic Convertible & Income Fund seller in Q1 2023 was Ameriprise, an estimated $1.99M sold.
Based on aggregated 13F filings for Q1 2023.