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CCD

Calamos Dynamic Convertible & Income Fund

32 hedge funds and large institutions have $58M invested in Calamos Dynamic Convertible & Income Fund in 2016 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

8% more capital invested

Capital invested by funds: $54M → $58M (+$4.05M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 3432 (-2)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
32
Holders Change
-2
Holders Change %
-5.88%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
14
Reduced
9
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1
Calamos Wealth Management
Illinois
$20.2M
PAIM
2
Punch & Associates Investment Management
Minnesota
$9.77M +$1.13M +63,740 +13%
Wells Fargo
3
Wells Fargo
California
$7.16M +$284K +15,963 +4%
Bank of America
4
Bank of America
North Carolina
$3.88M +$1.37M +76,777 +56%
GC
5
Guggenheim Capital
Illinois
$2.19M +$1.26M +70,917 +144%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.17M +$213K +11,986 +11%
DADC
7
D.A. Davidson & Co
Montana
$1.98M +$77.3K +4,349 +4%
Morgan Stanley
8
Morgan Stanley
New York
$1.66M -$63.7K -3,584 -4%
1832 Asset Management
9
1832 Asset Management
Ontario, Canada
$1.53M +$27.2K +1,532 +2%
AAM
10
Advisors Asset Management
Colorado
$1.49M -$45.5K -2,560 -3%
Stifel Financial
11
Stifel Financial
Missouri
$1.21M +$1.18M +66,264 New
MFS
12
MSI Financial Services
Massachusetts
$800K -$41.2K -2,315 -5%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$715K +$28.8K +1,617 +4%
OC
14
Oppenheimer & Co
New York
$684K +$266K +14,929 +66%
RJA
15
Raymond James & Associates
Florida
$377K -$7.42K -417 -2%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$369K +$26.8K +1,509 +8%
Ameriprise
17
Ameriprise
Minnesota
$311K -$160K -9,020 -35%
VFS
18
VSR Financial Services
Kansas
$283K +$277K +15,559 New
VKH
19
Virtu KCG Holdings
New York
$266K +$260K +14,599 New
LPL Financial
20
LPL Financial
California
$224K -$180K -10,106 -45%
UBS Group
21
UBS Group
Switzerland
$200K -$34.7K -1,953 -15%
Deutsche Bank
22
Deutsche Bank
Germany
$187K +$35.6K +2,000 +24%
IA
23
IFP Advisors
Florida
$132K +$16.6K +933 +15%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$74K +$36.7K +2,064 +102%
SF
25
Synovus Financial
Georgia
$57K +$338 +19 +0.6%

CCD Hedge Fund Activity: Q2 2016 in Review

32 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Calamos Dynamic Convertible & Income Fund (CCD) for Q2 2016, worth a combined $58M — up 7.5% from $54M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of CCD and 7 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 14 added.

The largest buyer was Bank of America, adding an estimated $1.37M. The largest seller was Nine Masts Capital, exiting entirely with an estimated $2.92M sold.

  • 32 institutional investors held Calamos Dynamic Convertible & Income Fund (CCD) as of Q2 2016, down from 34 in Q1 2016.
  • Funds reported $58M of Calamos Dynamic Convertible & Income Fund stock for Q2 2016, up 7.5% quarter-over-quarter.
  • 7 funds opened new Calamos Dynamic Convertible & Income Fund positions in Q2 2016 and 9 closed out, a net change of -2 holders.
  • The largest Calamos Dynamic Convertible & Income Fund buyer in Q2 2016 was Bank of America, an estimated $1.37M added.
  • The largest Calamos Dynamic Convertible & Income Fund seller in Q2 2016 was Nine Masts Capital, an estimated $2.92M sold.

Based on aggregated 13F filings for Q2 2016.