CCD

Calamos Dynamic Convertible & Income Fund
CCD

Overview Fund Activity

57 hedge funds and large institutions have $95M invested in Calamos Dynamic Convertible & Income Fund in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 5 closing their positions.

Holders
57
Holders Change
+1
Holders Change %
+1.79%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
20
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$25.3M
2
GC
2
Guggenheim Capital
Illinois
$8.02M
3
DADC
3
D.A. Davidson & Co
Montana
$8.03M
4
Truist Financial
4
Truist Financial
North Carolina
$3.88M
5
Morgan Stanley
5
Morgan Stanley
New York
$6.1M

Top Sellers

1
WEG
1
World Equity Group
Illinois
$284K
2
Bank of America
2
Bank of America
North Carolina
$6.52M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.5M
4
Ameriprise
4
Ameriprise
Minnesota
$1.59M
5
LPL Financial
5
LPL Financial
California
$2.92M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$25.3M 1,165,137 +86,600 +8%
DADC
2
D.A. Davidson & Co
Montana
$8.03M 369,424 +31,054 +9%
GC
3
Guggenheim Capital
Illinois
$8.02M 368,947 +42,090 +13%
Bank of America
4
Bank of America
North Carolina
$6.52M 299,749 -18,959 -6%
AAM
5
Advisors Asset Management
Colorado
$6.21M 285,719 -3,009 -1%
Morgan Stanley
6
Morgan Stanley
New York
$6.1M 280,504 +20,317 +8%
Truist Financial
7
Truist Financial
North Carolina
$3.88M 178,668 +30,426 +21%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.09M 142,162 -83 -0.1%
LPL Financial
9
LPL Financial
California
$2.92M 134,377 -12,796 -9%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.5M 114,793 -18,245 -14%
MA
11
Mutual Advisors
Nebraska
$2.22M 101,929 +5,623 +6%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.78M 81,664 +2,039 +3%
CA
13
CoreCap Advisors
Michigan
$1.69M 77,523 +77,523 New
UBS Group
14
UBS Group
Switzerland
$1.6M 73,654 +11,801 +19%
Ameriprise
15
Ameriprise
Minnesota
$1.59M 73,157 -16,871 -19%
RJA
16
Raymond James & Associates
Florida
$1.37M 62,998 -12,164 -16%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.29M 59,508 +11,263 +23%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.24M 56,917 -7,835 -12%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$871K 40,083 +1,089 +3%
Stifel Financial
20
Stifel Financial
Missouri
$658K 30,283 +3,212 +12%
AWA
21
Arete Wealth Advisors
Illinois
$623K 28,656 +2,784 +11%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$534K 24,564 -400 -2%
OC
23
Oppenheimer & Co
New York
$460K 21,163 +10,740 +103%
Cerity Partners
24
Cerity Partners
New York
$435K 20,000 – –
SPIA
25
Steward Partners Investment Advisory
New York
$419K 19,261 +8,174 +74%
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