CCD

Calamos Dynamic Convertible & Income Fund
CCD

Overview Fund Activity

56 hedge funds and large institutions have $84.8M invested in Calamos Dynamic Convertible & Income Fund in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
56
Holders Change
+6
Holders Change %
+12%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
24
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$23M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.54M
3
Bank of America
3
Bank of America
North Carolina
$6.79M
4
CCG
4
Capital CS Group
California
$423K
5
DADC
5
D.A. Davidson & Co
Montana
$7.21M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$1.92M
2
AAM
2
Advisors Asset Management
Colorado
$6.15M
3
GC
3
Guggenheim Capital
Illinois
$6.96M
4
FFG
4
Ford Financial Group
California
$0
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$23M 1,078,537 +69,286 +7%
DADC
2
D.A. Davidson & Co
Montana
$7.21M 338,370 +17,695 +6%
GC
3
Guggenheim Capital
Illinois
$6.96M 326,857 -27,147 -8%
Bank of America
4
Bank of America
North Carolina
$6.79M 318,708 +21,209 +7%
AAM
5
Advisors Asset Management
Colorado
$6.15M 288,728 -31,271 -10%
Morgan Stanley
6
Morgan Stanley
New York
$5.54M 260,187 +35,405 +16%
Truist Financial
7
Truist Financial
North Carolina
$3.16M 148,242 -4,883 -3%
LPL Financial
8
LPL Financial
California
$3.13M 147,173 +730 +0.5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$3.03M 142,245 +1,178 +0.8%
MA
10
Mutual Advisors
Nebraska
$2.05M 96,306 +9,767 +11%
Ameriprise
11
Ameriprise
Minnesota
$1.92M 90,028 -89,231 -50%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.7M 79,625 +1,945 +3%
RJA
13
Raymond James & Associates
Florida
$1.6M 75,162 -3,163 -4%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.38M 64,752 -757 -1%
UBS Group
15
UBS Group
Switzerland
$1.32M 61,853 +5,679 +10%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.03M 48,245 +16,269 +51%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$831K 38,994 +88 +0.2%
Stifel Financial
18
Stifel Financial
Missouri
$577K 27,071 -3,358 -11%
AWA
19
Arete Wealth Advisors
Illinois
$551K 25,872 -1,513 -6%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$532K 24,964 -2,837 -10%
Cerity Partners
21
Cerity Partners
New York
$426K 20,000 – –
CCG
22
Capital CS Group
California
$423K 19,838 +19,838 New
PWS
23
Paragon Wealth Strategies
Florida
$383K 17,972 +109 +0.6%
KPWS
24
Kestra Private Wealth Services
Texas
$354K 16,622 +636 +4%
HA
25
Herold Advisors
New York
$351K 16,502 +365 +2%
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