CCD

Calamos Dynamic Convertible & Income Fund
CCD

Overview Fund Activity

64 hedge funds and large institutions have $91.9M invested in Calamos Dynamic Convertible & Income Fund in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
26
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$12.6M
2
DADC
D.A. Davidson & Co
Montana
$8.85M
3
LCM
Landscape Capital Management
New Jersey
$940K
4
SA
SFI Advisors
New Jersey
$580K
5
Bank of America
Bank of America
North Carolina
$6.48M

Top Sellers

1
WAM
Wolverine Asset Management
Illinois
$598K
2
AAM
Advisors Asset Management
Colorado
$5M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.38M
4
Wells Fargo
Wells Fargo
California
$18.9M
5
Osaic Holdings
Osaic Holdings
Arizona
$1.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
51
Harbour Investments
Wisconsin
$83.1K +$1.21K +61 +1%
WT
52
Washington Trust
Rhode Island
$45.4K – – –
IRC
53
Investors Research Corp
Georgia
$42.3K – – –
VWM
54
Valley Wealth Managers
New Jersey
$29.7K – – –
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$26K +$26K +1,315 New
NSIM
56
North Star Investment Management
Illinois
$18.8K – – –
ME
57
McIlrath & Eck
Washington
$17.3K +$17.3K +874 New
IBOK
58
Independence Bank of Kentucky
Kentucky
$13.5K – – –
CAM
59
Creekmur Asset Management
Illinois
$13.4K +$13.4K +677 New
BWM
60
Baystate Wealth Management
Massachusetts
$10.1K +$10.1K +510 New
SS
61
Sunbelt Securities
Texas
$6.92K – – –
CSC
62
Caldwell Sutter Capital
California
$4.95K -$7.91K -400 -62%
GI
63
Gradient Investments
Minnesota
$3.19K +$3.19K +161 New
Fidelity Investments
64
Fidelity Investments
Massachusetts
$20 – – –
NA
65
NewEdge Advisors
Louisiana
– -$237K -12,690 Closed
BW
66
Bison Wealth
Georgia
– -$202K -10,828 Closed
GWS
67
Glassman Wealth Services
Virginia
– -$25.2K -1,353 Closed
HGERS
68
Householder Group Estate & Retirement Specialist
Arizona
– -$22.3K -1,195 Closed
CSPIA
69
Cary Street Partners Investment Advisory
Virginia
– -$9.32K -500 Closed
TRCT
70
Tower Research Capital (TRC)
New York
– -$7.01K -376 Closed
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
– -$3.73K -200 Closed
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