CCD

Calamos Dynamic Convertible & Income Fund
CCD

Overview Fund Activity

62 hedge funds and large institutions have $79.5M invested in Calamos Dynamic Convertible & Income Fund in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 2 closing their positions.

Holders
62
Holders Change
+5
Holders Change %
+8.77%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
25
Reduced
16
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
1
Wolverine Asset Management
Illinois
$1.84M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.9M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.63M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$433K
5
LCM
5
Landscape Capital Management
New Jersey
$254K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$18.1M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$694K
3
GC
3
Guggenheim Capital
Illinois
$6.03M
4
CA
4
CoreCap Advisors
Michigan
$862K
5
Truist Financial
5
Truist Financial
North Carolina
$3.05M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$18.1M 973,364 -191,773 -16%
DADC
2
D.A. Davidson & Co
Montana
$7.12M 381,962 +12,538 +3%
GC
3
Guggenheim Capital
Illinois
$6.03M 323,317 -45,630 -12%
Morgan Stanley
4
Morgan Stanley
New York
$5.9M 316,488 +35,984 +13%
Bank of America
5
Bank of America
North Carolina
$5.57M 298,765 -984 -0.3%
AAM
6
Advisors Asset Management
Colorado
$5.31M 285,010 -709 -0.2%
Truist Financial
7
Truist Financial
North Carolina
$3.05M 163,516 -15,152 -8%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.67M 143,500 +1,338 +0.9%
LPL Financial
9
LPL Financial
California
$2.47M 132,435 -1,942 -1%
MA
10
Mutual Advisors
Nebraska
$1.95M 104,713 +2,784 +3%
WAM
11
Wolverine Asset Management
Illinois
$1.84M 98,727 +98,727 New
Osaic Holdings
12
Osaic Holdings
Arizona
$1.63M 87,501 +27,993 +47%
UBS Group
13
UBS Group
Switzerland
$1.53M 82,338 +8,684 +12%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.53M 81,989 +325 +0.4%
Ameriprise
15
Ameriprise
Minnesota
$1.25M 66,585 -6,572 -9%
RJA
16
Raymond James & Associates
Florida
$1.12M 59,904 -3,094 -5%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.05M 56,297 -620 -1%
CA
18
CoreCap Advisors
Michigan
$862K 46,268 -31,255 -40%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$746K 40,039 -44 -0.1%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$694K 37,237 -77,556 -68%
SPIA
21
Steward Partners Investment Advisory
New York
$588K 31,519 +12,258 +64%
Stifel Financial
22
Stifel Financial
Missouri
$584K 31,351 +1,068 +4%
AWA
23
Arete Wealth Advisors
Illinois
$546K 29,302 +646 +2%
OC
24
Oppenheimer & Co
New York
$487K 26,111 +4,948 +23%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$458K 24,564 – –
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