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CCD

Calamos Dynamic Convertible & Income Fund
CCD

62 hedge funds and large institutions have $79.5M invested in Calamos Dynamic Convertible & Income Fund in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

56% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 16

9% more funds holding

Funds holding: 57 → 62 (+5)

0.4% less ownership

Funds ownership: 16.93% → 16.53% (-0.4%)

16% less capital invested

Capital invested by funds: $95M → $79.5M (-$15.5M)

Holders
62
Holders Change
+5
Holders Change %
+8.77%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
25
Reduced
16
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
+$2.01M
2
Morgan Stanley
Morgan Stanley
New York
+$732K
3
Osaic Holdings
Osaic Holdings
Arizona
+$570K
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$473K
5
LCM
Landscape Capital Management
New Jersey
+$277K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$3.9M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.58M
3
GC
Guggenheim Capital
Illinois
-$929K
4
CA
CoreCap Advisors
Michigan
-$636K
5
Truist Financial
Truist Financial
North Carolina
-$308K
Name Holding Trade Value Shares
Change 		Change in
Stake
IRC
51
Investors Research Corp
Georgia
$39.9K – – –
VWM
52
Valley Wealth Managers
New Jersey
$28K – – –
GWS
53
Glassman Wealth Services
Virginia
$25.2K – – –
HGERS
54
Householder Group Estate & Retirement Specialist
Arizona
$22.3K +$24.3K +1,195 New
NSIM
55
North Star Investment Management
Illinois
$17.7K – – –
IBOK
56
Independence Bank of Kentucky
Kentucky
$12.7K – – –
CSC
57
Caldwell Sutter Capital
California
$12.1K – – –
CSPIA
58
Cary Street Partners Investment Advisory
Virginia
$9.32K – – –
TRCT
59
Tower Research Capital (TRC)
New York
$7.01K +$5.62K +276 +276%
SS
60
Sunbelt Securities
Texas
$6.52K – – –
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$3.73K +$4.07K +200 New
Fidelity Investments
62
Fidelity Investments
Massachusetts
$19 – – –
TWP
63
Tempus Wealth Planning
California
– -$209K -9,616 Closed
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
– -$17K -800 Closed
1 2
3

CCD Hedge Fund Activity: Q3 2023 in Review

62 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Calamos Dynamic Convertible & Income Fund (CCD) for Q3 2023, worth a combined $79.5M — down 16% from $95M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new CCD positions and 2 closed out — a net gain of 5 holders — while 25 added to existing stakes and 16 trimmed.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $2.01M. The largest seller was Wells Fargo, cutting an estimated $3.9M.

  • 62 institutional investors held Calamos Dynamic Convertible & Income Fund (CCD) as of Q3 2023, up from 57 in Q2 2023.
  • Funds reported $79.5M of Calamos Dynamic Convertible & Income Fund stock for Q3 2023, down 16% quarter-over-quarter.
  • 7 funds opened new Calamos Dynamic Convertible & Income Fund positions in Q3 2023 and 2 closed out, a net change of +5 holders.
  • The largest Calamos Dynamic Convertible & Income Fund buyer in Q3 2023 was Wolverine Asset Management, an estimated $2.01M added.
  • The largest Calamos Dynamic Convertible & Income Fund seller in Q3 2023 was Wells Fargo, an estimated $3.9M sold.

Based on aggregated 13F filings for Q3 2023.