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CHW

Calamos Global Dynamic Income Fund

61 hedge funds and large institutions have $94.2M invested in Calamos Global Dynamic Income Fund in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 14

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

23% more capital invested

Capital invested by funds: $76.5M → $94.2M (+$17.7M)

5% more funds holding

Funds holding: 5861 (+3)

0.74% more ownership

Funds ownership: 15.86%16.6% (+0.74%)

Holders
61
Holders Change
+3
Holders Change %
+5.17%
% of All Funds
1.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
24
Reduced
14
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
26
Institute for Wealth Management
Colorado
$376K -$1.1K -123 -0.3%
SPC
27
Sigma Planning Corp
Michigan
$346K +$13.4K +1,500 +4%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$319K +$10.7K +1,197 +4%
LNWWM
29
Laird Norton Wetherby Wealth Management
California
$306K +$286K +32,000 New
NA
30
Nottingham Advisors
New York
$300K +$280K +31,374 New
BRWA
31
B. Riley Wealth Advisors
Florida
$265K -$58.6K -6,562 -19%
CC
32
Claybrook Capital
Massachusetts
$259K
Truist Financial
33
Truist Financial
North Carolina
$251K +$598 +67 +0.3%
Stifel Financial
34
Stifel Financial
Missouri
$202K +$214 +24 +0.1%
IAIM
35
International Assets Investment Management
Florida
$200K +$187K +20,900 New
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$191K +$1.73K +194 +1%
RIA
37
Realta Investment Advisors
Delaware
$185K +$16.6K +1,855 +11%
SWM
38
SeaCrest Wealth Management
New York
$169K -$1.31K -147 -0.8%
WS
39
Wedbush Securities
California
$168K +$9.27K +1,038 +6%
CCG
40
Capital CS Group
California
$155K +$144K +16,161 New
SPIA
41
Steward Partners Investment Advisory
New York
$137K -$48.9K -5,470 -28%
SBIA
42
Sheaff Brock Investment Advisors
Indiana
$130K -$78.3K -8,764 -39%
SWP
43
Stratos Wealth Partners
Ohio
$115K
NA
44
NewEdge Advisors
Louisiana
$112K
WI
45
Wintrust Investments
Illinois
$110K +$2.04K +229 +2%
KOMWMG
46
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$99K +$2.11K +236 +2%
FFA
47
First Foundation Advisors
California
$96K
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$82K -$429K -48,000 -85%
WEC
49
Winslow Evans & Crocker
Massachusetts
$81K +$39.4K +4,416 +108%
BFEC
50
Benjamin F. Edwards & Company
Missouri
$66K

CHW Hedge Fund Activity: Q4 2020 in Review

61 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Calamos Global Dynamic Income Fund (CHW) for Q4 2020, worth a combined $94.2M — up 23% from $76.5M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new CHW positions and 8 closed out — a net gain of 3 holders — while 24 added to existing stakes and 14 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $1.25M. The largest seller was Morgan Stanley, cutting an estimated $1.93M.

  • 61 institutional investors held Calamos Global Dynamic Income Fund (CHW) as of Q4 2020, up from 58 in Q3 2020.
  • Funds reported $94.2M of Calamos Global Dynamic Income Fund stock for Q4 2020, up 23% quarter-over-quarter.
  • 11 funds opened new Calamos Global Dynamic Income Fund positions in Q4 2020 and 8 closed out, a net change of +3 holders.
  • The largest Calamos Global Dynamic Income Fund buyer in Q4 2020 was Raymond James & Associates, an estimated $1.25M added.
  • The largest Calamos Global Dynamic Income Fund seller in Q4 2020 was Morgan Stanley, an estimated $1.93M sold.

Based on aggregated 13F filings for Q4 2020.