We are live on ! Find out more
CCD

Calamos Dynamic Convertible & Income Fund

60 hedge funds and large institutions have $93.2M invested in Calamos Dynamic Convertible & Income Fund in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 17

1% more capital invested

Capital invested by funds: $91.9M → $93.2M (+$1.3M)

1.44% less ownership

Funds ownership: 18.01%16.57% (-1.4%)

6% less funds holding

Funds holding: 6460 (-4)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

Holders
60
Holders Change
-4
Holders Change %
-6.25%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
22
Reduced
17
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WT
51
Washington Trust
Rhode Island
$50.1K
IRC
52
Investors Research Corp
Georgia
$46.6K
VWM
53
Valley Wealth Managers
New Jersey
$32.7K
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$32.7K +$31.5K +1,500 New
AF
55
Allworth Financial
California
$27.1K +$26.1K +1,244 New
NSIM
56
North Star Investment Management
Illinois
$20.7K
IBOK
57
Independence Bank of Kentucky
Kentucky
$14.9K
AA
58
Ancora Advisors
Ohio
$10.9K +$10.5K +500 New
SS
59
Sunbelt Securities
Texas
$7.63K
CSC
60
Caldwell Sutter Capital
California
$5.45K
LCM
61
Landscape Capital Management
New Jersey
-$940K -47,518 Closed
WAM
62
Wolverine Asset Management
Illinois
-$598K -30,240 Closed
SA
63
SFI Advisors
New Jersey
-$580K -29,341 Closed
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
-$391K -19,789 Closed
RW
65
RVW Wealth
California
-$255K -12,903 Closed
EC
66
Elequin Capital
New York
-$194K -9,809 Closed
JP Morgan Chase
67
JP Morgan Chase
New York
-$26K -1,315 Closed
ME
68
McIlrath & Eck
Washington
-$17.3K -874 Closed
CAM
69
Creekmur Asset Management
Illinois
-$13.4K -677 Closed
GI
70
Gradient Investments
Minnesota
-$3.19K -161 Closed
Fidelity Investments
71
Fidelity Investments
Massachusetts
-$20 -1 Closed

CCD Hedge Fund Activity: Q1 2024 in Review

60 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Calamos Dynamic Convertible & Income Fund (CCD) for Q1 2024, worth a combined $93.2M — up 1.4% from $91.9M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of CCD and 9 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 22 added.

The largest buyer was D.A. Davidson & Co, adding an estimated $1.49M. The largest seller was Morgan Stanley, cutting an estimated $7.03M.

  • 60 institutional investors held Calamos Dynamic Convertible & Income Fund (CCD) as of Q1 2024, down from 64 in Q4 2023.
  • Funds reported $93.2M of Calamos Dynamic Convertible & Income Fund stock for Q1 2024, up 1.4% quarter-over-quarter.
  • 9 funds opened new Calamos Dynamic Convertible & Income Fund positions in Q1 2024 and 11 closed out, a net change of -2 holders.
  • The largest Calamos Dynamic Convertible & Income Fund buyer in Q1 2024 was D.A. Davidson & Co, an estimated $1.49M added.
  • The largest Calamos Dynamic Convertible & Income Fund seller in Q1 2024 was Morgan Stanley, an estimated $7.03M sold.

Based on aggregated 13F filings for Q1 2024.