Calamos Dynamic Convertible & Income Fund
CCD
57 hedge funds and large institutions have $95M invested in Calamos Dynamic Convertible & Income Fund in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
12% more capital invested
Capital invested by funds: $84.8M → $95M (+$10.2M)
2% more funds holding
Funds holding: 56 → 57 (+1)
5% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 19
0.07% less ownership
Funds ownership: 17.01% → 16.93% (-0.07%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.93M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$939K |
| 3 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$693K |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$679K |
| 5 |
Morgan Stanley
New York
|
+$453K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WEG
World Equity Group
Schaumburg,
Illinois
|
-$6.13M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$423K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$407K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$376K |
| 5 |
LPL Financial
San Diego,
California
|
-$286K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $17K | +$17.9K | +800 | New |
|
|
IBOK
52
Independence Bank of Kentucky
Owensboro,
Kentucky
| $14.8K | – | – | – |
|
|
CSC
53
Caldwell Sutter Capital
Sausalito,
California
| $14.1K | +$14.5K | +650 | New |
|
|
CSPIA
54
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $10.9K | +$11.2K | +500 | New |
|
|
SS
55
Sunbelt Securities
Houston,
Texas
| $7.61K | – | – | – |
|
|
TRCT
56
Tower Research Capital (TRC)
New York
| $2.17K | +$2.23K | +100 | New |
|
57
Fidelity Investments
Boston,
Massachusetts
| $22 | – | – | – |
|
|
GLLW
58
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| – | -$128K | -6,000 | Closed |
|
|
AWM
59
Accel Wealth Management
Waverly,
Iowa
| – | -$39.9K | -1,872 | Closed |
|
|
ASN
60
Advisory Services Network
Atlanta,
Georgia
| – | -$13.2K | -621 | Closed |
|
61
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$10.7K | -501 | Closed |
|
|
SCA
62
Stonebridge Capital Advisors
St Paul,
Minnesota
| – | -$6.39K | -300 | Closed |
|
CCD Hedge Fund Activity: Q2 2023 in Review
57 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Calamos Dynamic Convertible & Income Fund (CCD) for Q2 2023, worth a combined $95M — up 12% from $84.8M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new CCD positions and 5 closed out — a net gain of 3 holders — while 20 added to existing stakes and 19 trimmed.
The largest buyer was Wells Fargo, adding an estimated $1.93M. The largest seller was World Equity Group, cutting an estimated $6.13M.
- 57 institutional investors held Calamos Dynamic Convertible & Income Fund (CCD) as of Q2 2023, up from 56 in Q1 2023.
- Funds reported $95M of Calamos Dynamic Convertible & Income Fund stock for Q2 2023, up 12% quarter-over-quarter.
- 8 funds opened new Calamos Dynamic Convertible & Income Fund positions in Q2 2023 and 5 closed out, a net change of +3 holders.
- The largest Calamos Dynamic Convertible & Income Fund buyer in Q2 2023 was Wells Fargo, an estimated $1.93M added.
- The largest Calamos Dynamic Convertible & Income Fund seller in Q2 2023 was World Equity Group, an estimated $6.13M sold.
Based on aggregated 13F filings for Q2 2023.