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CCD

Calamos Dynamic Convertible & Income Fund

68 hedge funds and large institutions have $136M invested in Calamos Dynamic Convertible & Income Fund in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 16

7% more capital invested

Capital invested by funds: $128M → $136M (+$8.91M)

0.62% more ownership

Funds ownership: 17.96%18.58% (+0.62%)

7% less funds holding

Funds holding: 7368 (-5)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

Holders
68
Holders Change
-5
Holders Change %
-6.85%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
26
Reduced
16
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$27.7M +$2.6M +82,500 +10%
AAM
2
Advisors Asset Management
Colorado
$13.9M -$1.52M -48,114 -10%
GC
3
Guggenheim Capital
Illinois
$11.3M +$1.3M +41,148 +13%
DADC
4
D.A. Davidson & Co
Montana
$8.52M +$406K +12,863 +5%
Bank of America
5
Bank of America
North Carolina
$8M +$294K +9,303 +4%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$7.12M +$185K +5,852 +3%
Morgan Stanley
7
Morgan Stanley
New York
$6.48M +$382K +12,096 +6%
RJA
8
Raymond James & Associates
Florida
$6.28M +$208K +6,601 +3%
Truist Financial
9
Truist Financial
North Carolina
$4.54M +$127K +4,015 +3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.92M +$99.4K +3,149 +3%
LPL Financial
11
LPL Financial
California
$3.6M +$189K +5,984 +6%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$3.32M +$223K +7,049 +7%
Ameriprise
13
Ameriprise
Minnesota
$3.22M -$75.9K -2,404 -2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.31M +$92.1K +2,919 +4%
CA
15
CoreCap Advisors
Michigan
$2.23M +$2.24M +70,875 New
UBS Group
16
UBS Group
Switzerland
$2.12M -$195K -6,186 -8%
MA
17
Mutual Advisors
Nebraska
$1.86M +$123K +3,886 +7%
QCIG
18
Quad-Cities Investment Group
Iowa
$1.75M +$47K +1,488 +3%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.62M +$34.9K +1,104 +2%
CAN
20
Cetera Advisor Networks
California
$1.61M -$110K -3,475 -6%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$1.38M -$8.87K -281 -0.6%
PWS
22
Paragon Wealth Strategies
Florida
$954K +$514K +16,290 +116%
Invesco
23
Invesco
Georgia
$947K -$676K -21,403 -42%
AWA
24
Arete Wealth Advisors
Illinois
$898K +$7.45K +236 +0.8%
PFA
25
Professional Financial Advisors
Nebraska
$764K -$565K -17,887 -42%

CCD Hedge Fund Activity: Q4 2021 in Review

68 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Calamos Dynamic Convertible & Income Fund (CCD) for Q4 2021, worth a combined $136M — up 7% from $128M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of CCD and 10 opened new positions — a net loss of 3 holders — while 16 trimmed existing stakes and 26 added.

The largest buyer was Wells Fargo, adding an estimated $2.6M. The largest seller was Advisors Asset Management, cutting an estimated $1.52M.

  • 68 institutional investors held Calamos Dynamic Convertible & Income Fund (CCD) as of Q4 2021, down from 73 in Q3 2021.
  • Funds reported $136M of Calamos Dynamic Convertible & Income Fund stock for Q4 2021, up 7% quarter-over-quarter.
  • 10 funds opened new Calamos Dynamic Convertible & Income Fund positions in Q4 2021 and 13 closed out, a net change of -3 holders.
  • The largest Calamos Dynamic Convertible & Income Fund buyer in Q4 2021 was Wells Fargo, an estimated $2.6M added.
  • The largest Calamos Dynamic Convertible & Income Fund seller in Q4 2021 was Advisors Asset Management, an estimated $1.52M sold.

Based on aggregated 13F filings for Q4 2021.