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CHW

Calamos Global Dynamic Income Fund
CHW

62 hedge funds and large institutions have $69M invested in Calamos Global Dynamic Income Fund in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 16

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

0% more funds holding

Funds holding: 62 → 62 (0)

4.57% less ownership

Funds ownership: 19.57% → 15.01% (-4.6%)

14% less capital invested

Capital invested by funds: $80.5M → $69M (-$11.5M)

Holders
62
Holders Change
–
Holders Change %
0%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
20
Reduced
16
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.39M
2
Millennium Management
Millennium Management
New York
+$1.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.19M
4
LPL Financial
LPL Financial
California
+$678K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$642K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$17.3M
2
VIA
Vident Investment Advisory
Georgia
-$4.63M
3
SFS
Shaker Financial Services
Virginia
-$3.38M
4
LCM
Laurion Capital Management
New York
-$1.47M
5
FIMG
Financial & Investment Management Group
Michigan
-$801K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$297K +$287K +38,116 New
PCM
27
Pointe Capital Management
Michigan
$242K +$233K +31,000 New
CCP
28
Cardan Capital Partners
Colorado
$238K +$108K +14,384 +89%
FNBT
29
FineMark National Bank & Trust
Florida
$237K – – –
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$192K +$51.5K +6,837 +39%
SBIA
31
Sheaff Brock Investment Advisors
Indiana
$175K – – –
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$143K -$4.35K -577 -3%
CAS
33
Cue Advisory Services
Arizona
$141K – – –
CBU
34
CIBC Bank USA
Illinois
$136K – – –
CWM
35
Calamos Wealth Management
Illinois
$128K – – –
WS
36
Wedbush Securities
California
$126K +$490 +65 +0.4%
Stifel Financial
37
Stifel Financial
Missouri
$120K -$13.6K -1,800 -11%
TJHA
38
Thomas J. Herzfeld Advisors
Florida
$115K – – –
FFEC
39
First Financial Equity Corporation
Arizona
$113K +$110K +14,656 New
RMC
40
Regis Management Company
California
$107K – – –
BTS
41
BB&T Securities
Virginia
$105K -$49K -6,507 -32%
PAG
42
Private Advisor Group
New Jersey
$95K +$90.3K +11,995 New
Northern Trust
43
Northern Trust
Illinois
$93K +$89.7K +11,907 New
VKH
44
Virtu KCG Holdings
New York
$84K -$24.7K -3,276 -23%
AC
45
Addison Capital
Pennsylvania
$82K – – –
CANC
46
Culbertson A N & Co
Virginia
$79K – – –
SFS
47
Shaker Financial Services
Virginia
$78K -$3.38M -449,278 -98%
WEC
48
Winslow Evans & Crocker
Massachusetts
$69.7K – – –
Creative Planning
49
Creative Planning
Kansas
$64K +$45.1K +5,990 +277%
Citigroup
50
Citigroup
New York
$54K -$324K -43,084 -86%
1
2
3

CHW Hedge Fund Activity: Q1 2017 in Review

62 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Calamos Global Dynamic Income Fund (CHW) for Q1 2017, worth a combined $69M — down 14% from $80.5M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new CHW positions and 10 closed out — a net gain of 1 holder — while 20 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.39M. The largest seller was UBS Group, cutting an estimated $17.3M.

  • 62 institutional investors held Calamos Global Dynamic Income Fund (CHW) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $69M of Calamos Global Dynamic Income Fund stock for Q1 2017, down 14% quarter-over-quarter.
  • 11 funds opened new Calamos Global Dynamic Income Fund positions in Q1 2017 and 10 closed out, a net change of +1 holder.
  • The largest Calamos Global Dynamic Income Fund buyer in Q1 2017 was Morgan Stanley, an estimated $3.39M added.
  • The largest Calamos Global Dynamic Income Fund seller in Q1 2017 was UBS Group, an estimated $17.3M sold.

Based on aggregated 13F filings for Q1 2017.