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CHW

Calamos Global Dynamic Income Fund

73 hedge funds and large institutions have $97.5M invested in Calamos Global Dynamic Income Fund in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

50% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 16

20% more funds holding

Funds holding: 6173 (+12)

4% more capital invested

Capital invested by funds: $94.2M → $97.5M (+$3.35M)

0.52% less ownership

Funds ownership: 16.6%16.08% (-0.52%)

Holders
73
Holders Change
+12
Holders Change %
+19.67%
% of All Funds
1.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
24
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
26
B. Riley Wealth Advisors
Florida
$407K +$120K +12,116 +44%
IFWM
27
Institute for Wealth Management
Colorado
$401K -$1.36K -137 -0.3%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$393K +$51.1K +5,153 +15%
NA
29
Nottingham Advisors
New York
$391K +$68.7K +6,918 +22%
Truist Financial
30
Truist Financial
North Carolina
$290K +$20.7K +2,082 +8%
CC
31
Claybrook Capital
Massachusetts
$277K
PAG
32
Private Advisor Group
New Jersey
$233K +$227K +22,874 New
Stifel Financial
33
Stifel Financial
Missouri
$227K +$10.9K +1,100 +5%
IFG
34
Independent Financial Group
California
$225K +$219K +22,050 New
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$219K +$14.9K +1,502 +8%
SWM
36
SeaCrest Wealth Management
New York
$207K +$26.2K +2,638 +15%
IAIM
37
International Assets Investment Management
Florida
$200K
RIA
38
Realta Investment Advisors
Delaware
$194K -$4.19K -422 -2%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$171K +$166K +16,742 New
CCG
40
Capital CS Group
California
$169K +$3.4K +342 +2%
BAM
41
Belpointe Asset Management
Nevada
$162K -$1.7M -171,042 -92%
WS
42
Wedbush Securities
California
$147K -$31.7K -3,194 -18%
SPIA
43
Steward Partners Investment Advisory
New York
$147K
GI
44
Gradient Investments
Minnesota
$143K +$139K +14,000 New
OC
45
Oppenheimer & Co
New York
$140K +$136K +13,698 New
SBIA
46
Sheaff Brock Investment Advisors
Indiana
$139K
SWP
47
Stratos Wealth Partners
Ohio
$126K +$2.38K +240 +2%
HI
48
Harbour Investments
Wisconsin
$125K +$122K +12,279 New
Creative Planning
49
Creative Planning
Kansas
$119K +$115K +11,600 New
MAFM
50
Mid Atlantic Financial Management
Pennsylvania
$119K +$115K +11,600 New

CHW Hedge Fund Activity: Q1 2021 in Review

73 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Calamos Global Dynamic Income Fund (CHW) for Q1 2021, worth a combined $97.5M — up 3.6% from $94.2M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new CHW positions and 5 closed out — a net gain of 13 holders — while 24 added to existing stakes and 16 trimmed.

The largest buyer was Ameriprise, adding an estimated $1.05M. The largest seller was Morgan Stanley, cutting an estimated $3.74M.

  • 73 institutional investors held Calamos Global Dynamic Income Fund (CHW) as of Q1 2021, up from 61 in Q4 2020.
  • Funds reported $97.5M of Calamos Global Dynamic Income Fund stock for Q1 2021, up 3.6% quarter-over-quarter.
  • 18 funds opened new Calamos Global Dynamic Income Fund positions in Q1 2021 and 5 closed out, a net change of +13 holders.
  • The largest Calamos Global Dynamic Income Fund buyer in Q1 2021 was Ameriprise, an estimated $1.05M added.
  • The largest Calamos Global Dynamic Income Fund seller in Q1 2021 was Morgan Stanley, an estimated $3.74M sold.

Based on aggregated 13F filings for Q1 2021.