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CCD

Calamos Dynamic Convertible & Income Fund

54 hedge funds and large institutions have $87.8M invested in Calamos Dynamic Convertible & Income Fund in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 12 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 12

1.56% less ownership

Funds ownership: 17.93%16.37% (-1.6%)

17% less funds holding

Funds holding: 6554 (-11)

18% less capital invested

Capital invested by funds: $107M → $87.8M (-$19.5M)

69% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 16

Holders
54
Holders Change
-11
Holders Change %
-16.92%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
26
Reduced
12
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$18.7M +$515K +21,819 +3%
AAM
2
Advisors Asset Management
Colorado
$9.47M -$255K -10,811 -2%
GC
3
Guggenheim Capital
Illinois
$7.91M +$681K +28,850 +8%
DADC
4
D.A. Davidson & Co
Montana
$6.56M +$652K +27,657 +10%
Bank of America
5
Bank of America
North Carolina
$6.22M +$334K +14,156 +5%
Morgan Stanley
6
Morgan Stanley
New York
$4.58M +$580K +24,566 +13%
Ameriprise
7
Ameriprise
Minnesota
$3.76M +$1.52M +64,280 +58%
Truist Financial
8
Truist Financial
North Carolina
$3.17M +$66.5K +2,817 +2%
LPL Financial
9
LPL Financial
California
$2.95M +$575K +24,365 +22%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.68M -$292K -12,371 -9%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.41M +$34.2K +1,449 +1%
RJA
12
Raymond James & Associates
Florida
$2.01M -$379K -16,077 -15%
UBS Group
13
UBS Group
Switzerland
$1.94M +$495K +21,005 +30%
MA
14
Mutual Advisors
Nebraska
$1.69M +$157K +6,664 +9%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.62M -$2.26M -95,997 -56%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.61M +$42.5K +1,803 +2%
CA
17
CoreCap Advisors
Michigan
$1.47M -$102K -4,325 -6%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$889K -$20.6K -875 -2%
CAN
19
Cetera Advisor Networks
California
$807K -$122K -5,162 -12%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$806K -$11.2K -474 -1%
WS
21
Wedbush Securities
California
$588K +$30.5K +1,295 +5%
Stifel Financial
22
Stifel Financial
Missouri
$578K +$113K +4,807 +22%
PWS
23
Paragon Wealth Strategies
Florida
$507K +$2.43K +103 +0.4%
CCM
24
Covington Capital Management
California
$429K +$472K +20,000 New
Osaic Holdings
25
Osaic Holdings
Arizona
$363K +$152K +6,434 +61%

CCD Hedge Fund Activity: Q2 2022 in Review

54 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Calamos Dynamic Convertible & Income Fund (CCD) for Q2 2022, worth a combined $87.8M — down 18% from $107M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of CCD and 5 opened new positions — a net loss of 11 holders — while 12 trimmed existing stakes and 26 added.

The largest buyer was Ameriprise, adding an estimated $1.52M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $2.26M.

  • 54 institutional investors held Calamos Dynamic Convertible & Income Fund (CCD) as of Q2 2022, down from 65 in Q1 2022.
  • Funds reported $87.8M of Calamos Dynamic Convertible & Income Fund stock for Q2 2022, down 18% quarter-over-quarter.
  • 5 funds opened new Calamos Dynamic Convertible & Income Fund positions in Q2 2022 and 16 closed out, a net change of -11 holders.
  • The largest Calamos Dynamic Convertible & Income Fund buyer in Q2 2022 was Ameriprise, an estimated $1.52M added.
  • The largest Calamos Dynamic Convertible & Income Fund seller in Q2 2022 was Raymond James Financial Services Advisors, an estimated $2.26M sold.

Based on aggregated 13F filings for Q2 2022.