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CCD

Calamos Dynamic Convertible & Income Fund

65 hedge funds and large institutions have $89.2M invested in Calamos Dynamic Convertible & Income Fund in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.18% less ownership

Funds ownership: 16.41%16.23% (-0.18%)

3% less funds holding

Funds holding: 6765 (-2)

13% less capital invested

Capital invested by funds: $103M → $89.2M (-$13.6M)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

30% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 23

Holders
65
Holders Change
-2
Holders Change %
-2.99%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
16
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
51
EverSource Wealth Advisors
Alabama
$42.6K
OP
52
ORG Partners
Indiana
$40K
WIM
53
Westside Investment Management
California
$35.5K
VWM
54
Valley Wealth Managers
New Jersey
$31.9K
WSFS
55
Wilmington Savings Fund Society
Delaware
$25.5K
IBOK
56
Independence Bank of Kentucky
Kentucky
$14.5K
ME
57
McIlrath & Eck
Washington
$13.2K
NSIM
58
North Star Investment Management
Illinois
$10.6K
FFA
59
Farther Finance Advisors
California
$9.24K
MFA
60
McClarren Financial Advisors
Pennsylvania
$8K +$491 +21 New
MG
61
Mather Group
Illinois
$7.62K +$8.37K +358 New
SS
62
Sunbelt Securities
Texas
$7.45K
HI
63
Harbour Investments
Wisconsin
$6.81K
CSC
64
Caldwell Sutter Capital
California
$5.32K
JP Morgan Chase
65
JP Morgan Chase
New York
$4.26K
WCFA
66
Walkner Condon Financial Advisors
Wisconsin
-$347K -14,272 Closed
NA
67
NewEdge Advisors
Louisiana
-$216K -8,900 Closed
GS
68
GWN Securities
Florida
-$208K -8,481 Closed
EB
69
Eastern Bank
Massachusetts
-$46.5K -1,915 Closed
Jones Financial Companies
70
Jones Financial Companies
Missouri
-$11K -454 Closed
WWA
71
Wingate Wealth Advisors
Massachusetts
-$4.86K -200 Closed
Fidelity Investments
72
Fidelity Investments
Massachusetts
-$24 -1 Closed

CCD Hedge Fund Activity: Q1 2025 in Review

65 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Calamos Dynamic Convertible & Income Fund (CCD) for Q1 2025, worth a combined $89.2M — down 13% from $103M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of CCD and 5 opened new positions — a net loss of 2 holders — while 23 trimmed existing stakes and 16 added.

The largest buyer was J.W. Cole Advisors, adding an estimated $1.84M. The largest seller was Wells Fargo, cutting an estimated $2.03M.

  • 65 institutional investors held Calamos Dynamic Convertible & Income Fund (CCD) as of Q1 2025, down from 67 in Q4 2024.
  • Funds reported $89.2M of Calamos Dynamic Convertible & Income Fund stock for Q1 2025, down 13% quarter-over-quarter.
  • 5 funds opened new Calamos Dynamic Convertible & Income Fund positions in Q1 2025 and 7 closed out, a net change of -2 holders.
  • The largest Calamos Dynamic Convertible & Income Fund buyer in Q1 2025 was J.W. Cole Advisors, an estimated $1.84M added.
  • The largest Calamos Dynamic Convertible & Income Fund seller in Q1 2025 was Wells Fargo, an estimated $2.03M sold.

Based on aggregated 13F filings for Q1 2025.