CCD

Calamos Dynamic Convertible & Income Fund
CCD

Overview Fund Activity

67 hedge funds and large institutions have $103M invested in Calamos Dynamic Convertible & Income Fund in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
–
Holders Change %
0%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
22
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DADC
D.A. Davidson & Co
Montana
$13.8M
2
GC
Guggenheim Capital
Illinois
$8.27M
3
WCFA
Walkner Condon Financial Advisors
Wisconsin
$347K
4
JWCA
J.W. Cole Advisors
Florida
$845K
5
UBS Group
UBS Group
Switzerland
$2.9M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
$2.75M
2
AAM
Advisors Asset Management
Colorado
$2.98M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$465K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$0
5
Ameriprise
Ameriprise
Minnesota
$1.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
51
EverSource Wealth Advisors
Alabama
$48.6K – – –
EB
52
Eastern Bank
Massachusetts
$46.5K +$46.5K +1,915 New
OP
53
ORG Partners
Indiana
$45.8K +$45.8K +1,885 New
WIM
54
Westside Investment Management
California
$40.5K +$40.5K +1,667 New
VWM
55
Valley Wealth Managers
New Jersey
$36.5K – – –
WSFS
56
Wilmington Savings Fund Society
Delaware
$29.2K – – –
IBOK
57
Independence Bank of Kentucky
Kentucky
$16.6K – – –
ME
58
McIlrath & Eck
Washington
$15.1K – – –
NSIM
59
North Star Investment Management
Illinois
$12.2K -$10.9K -450 -47%
Jones Financial Companies
60
Jones Financial Companies
Missouri
$11K +$4.64K +191 +73%
FFA
61
Farther Finance Advisors
California
$10.6K – – –
SS
62
Sunbelt Securities
Texas
$8.69K – – –
HI
63
Harbour Investments
Wisconsin
$7.78K -$18.7K -770 -71%
CSC
64
Caldwell Sutter Capital
California
$6.08K – – –
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$4.86K +$4.86K +200 New
WWA
66
Wingate Wealth Advisors
Massachusetts
$4.86K +$4.86K +200 New
Fidelity Investments
67
Fidelity Investments
Massachusetts
$24 +$24 +1 New
IAIM
68
International Assets Investment Management
Florida
– -$4.46K -113,309 Closed
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
– -$251K -9,867 Closed
SWP
70
Semus Wealth Partners
Florida
– -$208K -8,189 Closed
PIA
71
Perennial Investment Advisors
California
– -$203K -7,998 Closed
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
– -$112K -4,427 Closed
SWM
73
Spire Wealth Management
Virginia
– -$14.2K -559 Closed
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