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CCD

Calamos Dynamic Convertible & Income Fund

65 hedge funds and large institutions have $89.2M invested in Calamos Dynamic Convertible & Income Fund in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.18% less ownership

Funds ownership: 16.41%16.23% (-0.18%)

3% less funds holding

Funds holding: 6765 (-2)

13% less capital invested

Capital invested by funds: $103M → $89.2M (-$13.6M)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

30% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 23

Holders
65
Holders Change
-2
Holders Change %
-2.99%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
16
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$18.4M -$2.03M -86,675 -9%
DADC
2
D.A. Davidson & Co
Montana
$12.6M +$553K +23,628 +4%
GC
3
Guggenheim Capital
Illinois
$6.49M -$834K -35,660 -10%
Bank of America
4
Bank of America
North Carolina
$6.29M +$284K +12,152 +4%
Morgan Stanley
5
Morgan Stanley
New York
$6.21M +$88.3K +3,775 +1%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.02M +$188K +8,055 +6%
LPL Financial
7
LPL Financial
California
$2.71M -$690K -29,518 -19%
AAM
8
Advisors Asset Management
Colorado
$2.57M -$39.9K -1,705 -1%
JWCA
9
J.W. Cole Advisors
Florida
$2.41M +$1.84M +78,526 +226%
MA
10
Mutual Advisors
Nebraska
$2.3M +$42.9K +1,834 +2%
Truist Financial
11
Truist Financial
North Carolina
$2.25M -$180K -7,684 -7%
UBS Group
12
UBS Group
Switzerland
$2.21M -$362K -15,481 -13%
Raymond James Financial
13
Raymond James Financial
Florida
$2.13M -$199K -8,487 -8%
CA
14
CoreCap Advisors
Michigan
$1.66M +$239K +10,225 +15%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.51M +$556K +23,775 +50%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.5M -$153K -6,550 -9%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.42M -$114K -4,886 -7%
EAM
18
Everstar Asset Management
North Carolina
$958K -$182K -7,800 -15%
Ameriprise
19
Ameriprise
Minnesota
$897K -$6.36K -272 -0.6%
OC
20
Oppenheimer & Co
New York
$760K +$97.5K +4,166 +13%
AWA
21
Arete Wealth Advisors
Illinois
$703K -$5.61K -240 -0.7%
SIC
22
Samalin Investment Counsel
New York
$692K +$82.6K +3,530 +12%
SPIA
23
Steward Partners Investment Advisory
New York
$598K -$27.9K -1,191 -4%
PAG
24
Private Advisor Group
New Jersey
$597K +$5.05K +216 +0.8%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$562K +$56K +2,395 +10%

CCD Hedge Fund Activity: Q1 2025 in Review

65 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Calamos Dynamic Convertible & Income Fund (CCD) for Q1 2025, worth a combined $89.2M — down 13% from $103M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of CCD and 5 opened new positions — a net loss of 2 holders — while 23 trimmed existing stakes and 16 added.

The largest buyer was J.W. Cole Advisors, adding an estimated $1.84M. The largest seller was Wells Fargo, cutting an estimated $2.03M.

  • 65 institutional investors held Calamos Dynamic Convertible & Income Fund (CCD) as of Q1 2025, down from 67 in Q4 2024.
  • Funds reported $89.2M of Calamos Dynamic Convertible & Income Fund stock for Q1 2025, down 13% quarter-over-quarter.
  • 5 funds opened new Calamos Dynamic Convertible & Income Fund positions in Q1 2025 and 7 closed out, a net change of -2 holders.
  • The largest Calamos Dynamic Convertible & Income Fund buyer in Q1 2025 was J.W. Cole Advisors, an estimated $1.84M added.
  • The largest Calamos Dynamic Convertible & Income Fund seller in Q1 2025 was Wells Fargo, an estimated $2.03M sold.

Based on aggregated 13F filings for Q1 2025.