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Calamos Global Dynamic Income Fund

50 hedge funds and large institutions have $75M invested in Calamos Global Dynamic Income Fund in 2015 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

13% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 15

4% more funds holding

Funds holding: 4850 (+2)

0.38% more ownership

Funds ownership: 13.86%14.24% (+0.38%)

2% less capital invested

Capital invested by funds: $76.9M → $75M (-$1.9M)

Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
17
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAS
26
Cue Advisory Services
Arizona
$218K
Bank of America
27
Bank of America
North Carolina
$207K -$85.2K -9,656 -29%
BBPWM
28
Blue Bell Private Wealth Management
Pennsylvania
$193K -$131K -14,801 -40%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$155K +$185 +21 +0.1%
CBU
30
CIBC Bank USA
Illinois
$153K
SHA
31
Smith Hayes Advisers
Nebraska
$144K -$27.6K -3,125 -16%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$91K +$69.8K +7,914 +322%
CANC
33
Culbertson A N & Co
Virginia
$89K +$89.1K +10,100 New
Citigroup
34
Citigroup
New York
$87K +$7.45K +845 +9%
WEC
35
Winslow Evans & Crocker
Massachusetts
$78.6K
HNB
36
Huntington National Bank
Ohio
$35K +$35.3K +4,000 New
BFEC
37
Benjamin F. Edwards & Company
Missouri
$30K
MFS
38
MSI Financial Services
Massachusetts
$29K +$4.41K +500 +18%
GWA
39
Genesis Wealth Advisors
Massachusetts
$27.8K
DADC
40
D.A. Davidson & Co
Montana
$22K +$23K +2,609 New
Creative Planning
41
Creative Planning
Kansas
$19K
AA
42
Apriem Advisors
California
$18K +$17.6K +2,000 New
TWMP
43
Taylor Wealth Management Partners
Massachusetts
$13K +$13.2K +1,500 New
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$11K +$10.8K +1,229 New
SGC
45
South Georgia Capital
Illinois
$10K +$238 +27 +2%
TWA
46
TCI Wealth Advisors
Arizona
$8K +$176 +20 +2%
US Bancorp
47
US Bancorp
Minnesota
$7K
CHP
48
Cable Hill Partners
Oregon
$4K
TRCT
49
Tower Research Capital (TRC)
New York
$4K +$4.41K +500 New
MA
50
MUFG Americas
New York
$1K +$132 +15 +19%