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CHW

Calamos Global Dynamic Income Fund

50 hedge funds and large institutions have $72.3M invested in Calamos Global Dynamic Income Fund in 2013 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

2% more funds holding

Funds holding: 4950 (+1)

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

1% more capital invested

Capital invested by funds: $71.4M → $72.3M (+$947K)

0.55% less ownership

Funds ownership: 13.79%13.24% (-0.55%)

Holders
50
Holders Change
+1
Holders Change %
+2.04%
% of All Funds
1.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
17
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$253K +$13.4K +1,527 +6%
KIA
27
King Investment Advisors
Texas
$251K -$6.8K -774 -3%
OC
28
Oppenheimer & Co
New York
$188K -$128K -14,617 -41%
SHA
29
Smith Hayes Advisers
Nebraska
$175K
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$172K +$17.9K +2,043 +12%
CBU
31
CIBC Bank USA
Illinois
$157K
TJHA
32
Thomas J. Herzfeld Advisors
Florida
$145K +$2.2K +250 +2%
Goldman Sachs
33
Goldman Sachs
New York
$127K +$125K +14,178 New
FIMG
34
Financial & Investment Management Group
Michigan
$125K
SFG
35
Sage Financial Group
Pennsylvania
$120K +$117K +13,355 New
Citigroup
36
Citigroup
New York
$118K +$922 +105 +0.8%
PI
37
Placemark Investments
Illinois
$104K -$167 -19 -0.2%
ICAS
38
Investors Capital Advisory Services
Massachusetts
$90K
WEC
39
Winslow Evans & Crocker
Massachusetts
$80K +$78.5K +8,938 New
BRWA
40
B. Riley Wealth Advisors
Florida
$76K +$74K +8,430 New
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$72K -$50.5K -5,750 -42%
KCPG
42
Kavar Capital Partners Group
Kansas
$71K +$70.3K +8,000 New
MFS
43
MSI Financial Services
Massachusetts
$54K +$27.9K +3,175 +109%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$53K
Creative Planning
45
Creative Planning
Kansas
$29K -$22.9K -2,610 -45%
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$17K
BFEC
47
Benjamin F. Edwards & Company
Missouri
$10K
SGC
48
South Georgia Capital
Illinois
$9K +$9.28K +1,056 New
WC
49
Whitnell & Co
Illinois
$7K
US Bancorp
50
US Bancorp
Minnesota
$3K -$21.1K -2,400 -87%

CHW Hedge Fund Activity: Q4 2013 in Review

50 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Calamos Global Dynamic Income Fund (CHW) for Q4 2013, worth a combined $72.3M — up 1.3% from $71.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new CHW positions and 6 closed out — a net gain of 1 holder — while 17 added to existing stakes and 16 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $906K. The largest seller was Advisors Asset Management, cutting an estimated $2.27M.

  • 50 institutional investors held Calamos Global Dynamic Income Fund (CHW) as of Q4 2013, up from 49 in Q3 2013.
  • Funds reported $72.3M of Calamos Global Dynamic Income Fund stock for Q4 2013, up 1.3% quarter-over-quarter.
  • 7 funds opened new Calamos Global Dynamic Income Fund positions in Q4 2013 and 6 closed out, a net change of +1 holder.
  • The largest Calamos Global Dynamic Income Fund buyer in Q4 2013 was 1832 Asset Management, an estimated $906K added.
  • The largest Calamos Global Dynamic Income Fund seller in Q4 2013 was Advisors Asset Management, an estimated $2.27M sold.

Based on aggregated 13F filings for Q4 2013.