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CCD

Calamos Dynamic Convertible & Income Fund

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

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

0% more funds holding

Funds holding: 6767 (0)

0% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 22

0.65% less ownership

Funds ownership: 17.06%16.41% (-0.65%)

5% less capital invested

Capital invested by funds: $109M → $103M (-$5.98M)

Holders
67
Holders Change
Holders Change %
0%
% of All Funds
0.88%
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
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
51
EverSource Wealth Advisors
Alabama
$48.6K
EB
52
Eastern Bank
Massachusetts
$46.5K +$47K +1,915 New
OP
53
ORG Partners
Indiana
$45.8K +$46.2K +1,885 New
WIM
54
Westside Investment Management
California
$40.5K +$40.9K +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 -$11K -450 -47%
Jones Financial Companies
60
Jones Financial Companies
Missouri
$11K +$4.68K +191 +73%
FFA
61
Farther Finance Advisors
California
$10.6K
SS
62
Sunbelt Securities
Texas
$8.69K
HI
63
Harbour Investments
Wisconsin
$7.78K -$18.9K -770 -71%
CSC
64
Caldwell Sutter Capital
California
$6.08K
JP Morgan Chase
65
JP Morgan Chase
New York
$4.86K +$4.91K +200 New
WWA
66
Wingate Wealth Advisors
Massachusetts
$4.86K +$4.91K +200 New
Fidelity Investments
67
Fidelity Investments
Massachusetts
$24 +$25 +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

CCD Hedge Fund Activity: Q4 2024 in Review

67 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Calamos Dynamic Convertible & Income Fund (CCD) for Q4 2024, worth a combined $103M — down 5.5% from $109M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CCD positions and 6 closed out — a net gain of 3 holders — while 22 added to existing stakes and 22 trimmed.

The largest buyer was D.A. Davidson & Co, adding an estimated $370K. The largest seller was Truist Financial, cutting an estimated $708K.

  • 67 institutional investors held Calamos Dynamic Convertible & Income Fund (CCD) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $103M of Calamos Dynamic Convertible & Income Fund stock for Q4 2024, down 5.5% quarter-over-quarter.
  • 9 funds opened new Calamos Dynamic Convertible & Income Fund positions in Q4 2024 and 6 closed out, a net change of +3 holders.
  • The largest Calamos Dynamic Convertible & Income Fund buyer in Q4 2024 was D.A. Davidson & Co, an estimated $370K added.
  • The largest Calamos Dynamic Convertible & Income Fund seller in Q4 2024 was Truist Financial, an estimated $708K sold.

Based on aggregated 13F filings for Q4 2024.