CCD

Calamos Dynamic Convertible & Income Fund
CCD

Overview Fund Activity

60 hedge funds and large institutions have $93.2M invested in Calamos Dynamic Convertible & Income Fund in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 11 closing their positions.

Holders
60
Holders Change
-4
Holders Change %
-6.25%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
22
Reduced
17
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DADC
1
D.A. Davidson & Co
Montana
$11.3M
2
SIC
2
Samalin Investment Counsel
New York
$581K
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$370K
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$600K
5
UBS Group
5
UBS Group
Switzerland
$2.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.57M
2
LCM
2
Landscape Capital Management
New Jersey
$0
3
AAM
3
Advisors Asset Management
Colorado
$4.67M
4
Bank of America
4
Bank of America
North Carolina
$6.39M
5
WAM
5
Wolverine Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$20.7M -$129K -5,934 -0.6%
DADC
2
D.A. Davidson & Co
Montana
$11.3M +$1.55M +70,898 +16%
GC
3
Guggenheim Capital
Illinois
$7.6M -$3.82K -175 -0.1%
Morgan Stanley
4
Morgan Stanley
New York
$6.57M -$7.3M -334,839 -53%
Bank of America
5
Bank of America
North Carolina
$6.39M -$753K -34,543 -11%
AAM
6
Advisors Asset Management
Colorado
$4.67M -$844K -38,713 -15%
Truist Financial
7
Truist Financial
North Carolina
$3.3M -$265K -12,140 -7%
LPL Financial
8
LPL Financial
California
$2.82M +$46.8K +2,149 +2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.81M +$184K +8,461 +7%
MA
10
Mutual Advisors
Nebraska
$2.41M +$8.55K +392 +0.4%
UBS Group
11
UBS Group
Switzerland
$2.3M +$324K +14,856 +16%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.73M -$27.4K -1,256 -2%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.61M +$77.4K +3,549 +5%
RJA
14
Raymond James & Associates
Florida
$1.32M +$239K +10,941 +22%
Ameriprise
15
Ameriprise
Minnesota
$1.27M -$18.8K -861 -1%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.17M -$32K -1,468 -3%
CA
17
CoreCap Advisors
Michigan
$1.17M +$191K +8,745 +20%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.08M +$139K +6,370 +15%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$899K +$12.4K +571 +1%
OC
20
Oppenheimer & Co
New York
$690K +$959 +44 +0.1%
SPIA
21
Steward Partners Investment Advisory
New York
$677K -$28K -1,286 -4%
AWA
22
Arete Wealth Advisors
Illinois
$673K +$15.9K +729 +2%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$600K +$325K +14,887 +118%
CCG
24
Capital CS Group
California
$597K -$84.1K -3,860 -12%
SIC
25
Samalin Investment Counsel
New York
$581K +$581K +26,639 New
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