We are live on ! Find out more
CCD

Calamos Dynamic Convertible & Income Fund

36 hedge funds and large institutions have $72.9M invested in Calamos Dynamic Convertible & Income Fund in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

16% more funds holding

Funds holding: 3136 (+5)

3% more capital invested

Capital invested by funds: $71M → $72.9M (+$1.85M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.23% less ownership

Funds ownership: 15.16%14.93% (-0.23%)

Holders
36
Holders Change
+5
Holders Change %
+16.13%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
12
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1
Calamos Wealth Management
Illinois
$22.2M
Wells Fargo
2
Wells Fargo
California
$7.58M -$315K -15,905 -4%
Bank of America
3
Bank of America
North Carolina
$6.21M +$93.7K +4,735 +2%
GC
4
Guggenheim Capital
Illinois
$5.73M +$1.18M +59,657 +26%
PAIM
5
Punch & Associates Investment Management
Minnesota
$5.4M -$6.28M -317,468 -54%
Morgan Stanley
6
Morgan Stanley
New York
$4.55M +$810K +40,931 +22%
AAM
7
Advisors Asset Management
Colorado
$3.75M +$1.03M +52,084 +39%
DADC
8
D.A. Davidson & Co
Montana
$3.14M +$272K +13,750 +10%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.2M +$182K +9,215 +9%
OC
10
Oppenheimer & Co
New York
$1.6M -$138K -6,976 -8%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.52M +$185K +9,362 +14%
Ameriprise
12
Ameriprise
Minnesota
$1.34M +$311K +15,713 +31%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$1.26M +$332K +16,783 +36%
PPA
14
Parametric Portfolio Associates
Washington
$887K +$876K +44,303 New
Cohen & Steers
15
Cohen & Steers
New York
$790K +$781K +39,496 New
SIA
16
Sit Investment Associates
Minnesota
$682K -$277K -14,000 -29%
MML Investors Services
17
MML Investors Services
Massachusetts
$515K -$18.7K -943 -4%
SFS
18
Shaker Financial Services
Virginia
$492K +$486K +24,581 New
RJA
19
Raymond James & Associates
Florida
$460K -$61.2K -3,095 -12%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$376K +$2.45K +124 +0.7%
UBS Group
21
UBS Group
Switzerland
$345K -$604K -30,544 -64%
ACH
22
ArrowMark Colorado Holdings
Colorado
$343K
VKH
23
Virtu KCG Holdings
New York
$271K +$268K +13,531 New
Citigroup
24
Citigroup
New York
$216K +$97.3K +4,921 +84%
TSS
25
Two Sigma Securities
New York
$215K +$212K +10,720 New

CCD Hedge Fund Activity: Q2 2017 in Review

36 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Calamos Dynamic Convertible & Income Fund (CCD) for Q2 2017, worth a combined $72.9M — up 2.6% from $71M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CCD positions and 4 closed out — a net gain of 5 holders — while 12 added to existing stakes and 9 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.18M. The largest seller was Punch & Associates Investment Management, cutting an estimated $6.28M.

  • 36 institutional investors held Calamos Dynamic Convertible & Income Fund (CCD) as of Q2 2017, up from 31 in Q1 2017.
  • Funds reported $72.9M of Calamos Dynamic Convertible & Income Fund stock for Q2 2017, up 2.6% quarter-over-quarter.
  • 9 funds opened new Calamos Dynamic Convertible & Income Fund positions in Q2 2017 and 4 closed out, a net change of +5 holders.
  • The largest Calamos Dynamic Convertible & Income Fund buyer in Q2 2017 was Guggenheim Capital, an estimated $1.18M added.
  • The largest Calamos Dynamic Convertible & Income Fund seller in Q2 2017 was Punch & Associates Investment Management, an estimated $6.28M sold.

Based on aggregated 13F filings for Q2 2017.