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CCD

Calamos Dynamic Convertible & Income Fund

64 hedge funds and large institutions have $82.7M invested in Calamos Dynamic Convertible & Income Fund in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 21

1.42% less ownership

Funds ownership: 15.62%14.2% (-1.4%)

7% less capital invested

Capital invested by funds: $88.7M → $82.7M (-$6M)

10% less funds holding

Funds holding: 7164 (-7)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
64
Holders Change
-7
Holders Change %
-9.86%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
24
Reduced
21
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
1
D.A. Davidson & Co
Montana
$13.3M +$520K +23,349 +4%
Wells Fargo
2
Wells Fargo
California
$9.07M -$331K -14,873 -3%
Bank of America
3
Bank of America
North Carolina
$6.71M +$238K +10,689 +4%
Morgan Stanley
4
Morgan Stanley
New York
$6.32M -$602K -27,012 -8%
GC
5
Guggenheim Capital
Illinois
$4.54M -$991K -44,471 -17%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.97M +$180K +8,068 +5%
LPL Financial
7
LPL Financial
California
$3.66M +$533K +23,931 +16%
UBS Group
8
UBS Group
Switzerland
$2.61M +$397K +17,795 +17%
MA
9
Mutual Advisors
Nebraska
$2.48M +$67.5K +3,029 +3%
Truist Financial
10
Truist Financial
North Carolina
$2.36M +$41.1K +1,844 +2%
P
11
&Partners
Tennessee
$2.21M -$792K -35,548 -26%
Raymond James Financial
12
Raymond James Financial
Florida
$2.2M +$449K +20,150 +24%
LCM
13
Landscape Capital Management
New Jersey
$2.02M -$1.46M -65,402 -41%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.61M -$44.4K -1,993 -3%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.26M -$143K -6,395 -10%
PFO
16
PMG Family Office
Texas
$1.23M +$48.9K +2,193 +4%
Ameriprise
17
Ameriprise
Minnesota
$1.18M +$62.1K +2,786 +5%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.06M -$228K -10,211 -17%
WEG
19
World Equity Group
Illinois
$988K +$532K +23,882 +107%
EAM
20
Everstar Asset Management
North Carolina
$899K -$44.6K -2,000 -5%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$874K +$401K +17,990 +78%
AAM
22
Advisors Asset Management
Colorado
$813K +$849K +38,116 New
SIC
23
Samalin Investment Counsel
New York
$768K -$116K -5,197 -13%
OC
24
Oppenheimer & Co
New York
$735K -$1.67K -75 -0.2%
HA
25
Herold Advisors
New York
$706K +$90.7K +4,068 +14%

CCD Hedge Fund Activity: Q1 2026 in Review

64 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Calamos Dynamic Convertible & Income Fund (CCD) for Q1 2026, worth a combined $82.7M — down 6.8% from $88.7M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of CCD and 5 opened new positions — a net loss of 5 holders — while 21 trimmed existing stakes and 24 added.

The largest buyer was Advisors Asset Management, opening a new position worth an estimated $849K. The largest seller was J.W. Cole Advisors, exiting entirely with an estimated $2.09M sold.

  • 64 institutional investors held Calamos Dynamic Convertible & Income Fund (CCD) as of Q1 2026, down from 71 in Q4 2025.
  • Funds reported $82.7M of Calamos Dynamic Convertible & Income Fund stock for Q1 2026, down 6.8% quarter-over-quarter.
  • 5 funds opened new Calamos Dynamic Convertible & Income Fund positions in Q1 2026 and 10 closed out, a net change of -5 holders.
  • The largest Calamos Dynamic Convertible & Income Fund buyer in Q1 2026 was Advisors Asset Management, an estimated $849K added.
  • The largest Calamos Dynamic Convertible & Income Fund seller in Q1 2026 was J.W. Cole Advisors, an estimated $2.09M sold.

Based on aggregated 13F filings for Q1 2026.