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CCD

Calamos Dynamic Convertible & Income Fund

64 hedge funds and large institutions have $88.1M invested in Calamos Dynamic Convertible & Income Fund in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 16

0.09% less ownership

Funds ownership: 16.23%16.14% (-0.09%)

1% less capital invested

Capital invested by funds: $89.2M → $88.1M (-$1.14M)

2% less funds holding

Funds holding: 6564 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
64
Holders Change
-1
Holders Change %
-1.54%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
23
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
51
EverSource Wealth Advisors
Alabama
$40.3K
OP
52
ORG Partners
Indiana
$38.2K
WIM
53
Westside Investment Management
California
$33.6K
VWM
54
Valley Wealth Managers
New Jersey
$30.2K
WSFS
55
Wilmington Savings Fund Society
Delaware
$24.2K
AF
56
Allworth Financial
California
$20.2K +$20.7K +1,000 New
PFBT
57
Parkside Financial Bank & Trust
Missouri
$20.1K +$20.7K +1,000 New
IBOK
58
Independence Bank of Kentucky
Kentucky
$13.8K
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$13.4K +$13.8K +666 New
ME
60
McIlrath & Eck
Washington
$12.5K
NSIM
61
North Star Investment Management
Illinois
$10.1K
SS
62
Sunbelt Securities
Texas
$8.51K
HI
63
Harbour Investments
Wisconsin
$6.45K
CSC
64
Caldwell Sutter Capital
California
$5.04K
AWA
65
Arete Wealth Advisors
Illinois
-$703K -33,024 Closed
Citadel Advisors
66
Citadel Advisors
Florida
-$356K -16,721 Closed
PWA
67
Primoris Wealth Advisors
Florida
-$276K -12,950 Closed
Stifel Financial
68
Stifel Financial
Missouri
-$226K -10,613 Closed
WT
69
Washington Trust
Rhode Island
-$48.9K -2,296 Closed
FFA
70
Farther Finance Advisors
California
-$9.24K -435 Closed
MG
71
Mather Group
Illinois
-$7.62K -358 Closed
JP Morgan Chase
72
JP Morgan Chase
New York
-$4.26K -200 Closed
MFA
73
McClarren Financial Advisors
Pennsylvania
-$8K -21 Closed

CCD Hedge Fund Activity: Q2 2025 in Review

64 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Calamos Dynamic Convertible & Income Fund (CCD) for Q2 2025, worth a combined $88.1M — down 1.3% from $89.2M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of CCD and 8 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 23 added.

The largest buyer was Landscape Capital Management, opening a new position worth an estimated $4.22M. The largest seller was Wells Fargo, cutting an estimated $3.28M.

  • 64 institutional investors held Calamos Dynamic Convertible & Income Fund (CCD) as of Q2 2025, down from 65 in Q1 2025.
  • Funds reported $88.1M of Calamos Dynamic Convertible & Income Fund stock for Q2 2025, down 1.3% quarter-over-quarter.
  • 8 funds opened new Calamos Dynamic Convertible & Income Fund positions in Q2 2025 and 9 closed out, a net change of -1 holder.
  • The largest Calamos Dynamic Convertible & Income Fund buyer in Q2 2025 was Landscape Capital Management, an estimated $4.22M added.
  • The largest Calamos Dynamic Convertible & Income Fund seller in Q2 2025 was Wells Fargo, an estimated $3.28M sold.

Based on aggregated 13F filings for Q2 2025.