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CHW

Calamos Global Dynamic Income Fund

53 hedge funds and large institutions have $79.5M invested in Calamos Global Dynamic Income Fund in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more capital invested

Capital invested by funds: $58M → $79.5M (+$21.5M)

20% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 15

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

2.93% more ownership

Funds ownership: 12.51%15.45% (+2.9%)

0% more funds holding

Funds holding: 5353 (0)

Holders
53
Holders Change
Holders Change %
0%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
18
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
26
B. Riley Wealth Advisors
Florida
$264K +$2.02K +243 +0.8%
WS
27
Wedbush Securities
California
$204K -$4.68K -563 -2%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$196K -$58.2K -7,008 -24%
SBIA
29
Sheaff Brock Investment Advisors
Indiana
$195K
OA
30
Oxbow Advisors
Texas
$179K
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$171K +$40.4K +4,863 +33%
Truist Financial
32
Truist Financial
North Carolina
$170K +$163K +19,565 New
SWP
33
Stratos Wealth Partners
Ohio
$155K
SPIA
34
Steward Partners Investment Advisory
New York
$134K -$50.2K -6,034 -28%
Stifel Financial
35
Stifel Financial
Missouri
$116K +$10.7K +1,283 +10%
KOMWMG
36
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$111K +$107K +12,818 New
PWS
37
Private Wealth Strategies
Ohio
$104K +$99.3K +11,946 New
NA
38
NewEdge Advisors
Louisiana
$94K
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$90K
FFA
40
First Foundation Advisors
California
$87K
BFEC
41
Benjamin F. Edwards & Company
Missouri
$60K
PFGIA
42
Patriot Financial Group Insurance Agency
Massachusetts
$51K -$1.53K -184 -3%
CFGS
43
Concourse Financial Group Securities
Alabama
$32K
WEC
44
Winslow Evans & Crocker
Massachusetts
$28K -$5.82K -700 -19%
VFA
45
Valeo Financial Advisors
Indiana
$27K +$25.7K +3,087 New
Citigroup
46
Citigroup
New York
$22K +$524 +63 +3%
RBC
47
Roble Belko & Company
Pennsylvania
$18K +$17.7K +2,125 New
FHA
48
Flagship Harbor Advisors
Massachusetts
$14K +$8.31K +1,000 +167%
RIA
49
Realta Investment Advisors
Delaware
$6K
LFG
50
Larson Financial Group
Missouri
$4K +$100 +12 +2%

CHW Hedge Fund Activity: Q4 2019 in Review

53 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Calamos Global Dynamic Income Fund (CHW) for Q4 2019, worth a combined $79.5M — up 37% from $58M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new CHW positions and 6 closed out — a net gain of 1 holder — while 18 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.3M. The largest seller was Wells Fargo, cutting an estimated $428K.

  • 53 institutional investors held Calamos Global Dynamic Income Fund (CHW) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $79.5M of Calamos Global Dynamic Income Fund stock for Q4 2019, up 37% quarter-over-quarter.
  • 7 funds opened new Calamos Global Dynamic Income Fund positions in Q4 2019 and 6 closed out, a net change of +1 holder.
  • The largest Calamos Global Dynamic Income Fund buyer in Q4 2019 was Morgan Stanley, an estimated $10.3M added.
  • The largest Calamos Global Dynamic Income Fund seller in Q4 2019 was Wells Fargo, an estimated $428K sold.

Based on aggregated 13F filings for Q4 2019.