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CHW

Calamos Global Dynamic Income Fund
CHW

72 hedge funds and large institutions have $91.5M invested in Calamos Global Dynamic Income Fund in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

31% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 16

9% more funds holding

Funds holding: 66 → 72 (+6)

0.42% more ownership

Funds ownership: 15.66% → 16.08% (+0.42%)

10% less capital invested

Capital invested by funds: $102M → $91.5M (-$10.5M)

Holders
72
Holders Change
+6
Holders Change %
+9.09%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
21
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
+$3.06M
2
WAM
Wolverine Asset Management
Illinois
+$1.34M
3
Morgan Stanley
Morgan Stanley
New York
+$1.15M
4
SFS
Shaker Financial Services
Virginia
+$1.09M
5
DA
Doliver Advisors
Texas
+$339K

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$1.54M
2
Ameriprise
Ameriprise
Minnesota
-$1.35M
3
GC
Guggenheim Capital
Illinois
-$1.21M
4
Wells Fargo
Wells Fargo
California
-$656K
5
NA
Nottingham Advisors
New York
-$377K
Name Holding Trade Value Shares
Change 		Change in
Stake
ZIG
26
Zuckerman Investment Group
Illinois
$436K – – –
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$413K +$3.35K +314 +0.7%
BRWA
28
B. Riley Wealth Advisors
Florida
$383K +$22.7K +2,129 +6%
IFWM
29
Institute for Wealth Management
Colorado
$375K – – –
LNWWM
30
Laird Norton Wetherby Wealth Management
California
$367K – – –
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$359K -$48.7K -4,571 -11%
DA
32
Doliver Advisors
Texas
$305K +$339K +31,820 New
CG
33
Colony Group
Massachusetts
$304K +$338K +31,740 New
CC
34
Claybrook Capital
Massachusetts
$280K +$312K +29,265 New
NA
35
NewEdge Advisors
Louisiana
$270K – – –
Truist Financial
36
Truist Financial
North Carolina
$255K +$330 +31 +0.1%
IFG
37
Independent Financial Group
California
$218K -$3.2K -300 -1%
MAFM
38
Mid Atlantic Financial Management
Pennsylvania
$216K +$28.8K +2,700 +14%
Stifel Financial
39
Stifel Financial
Missouri
$215K +$2.8K +263 +1%
EH
40
Equitable Holdings
New York
$198K +$220K +20,645 New
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$186K -$15K -1,404 -7%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$181K +$4.78K +449 +2%
OC
43
Oppenheimer & Co
New York
$169K +$1.4K +131 +0.7%
XF
44
XML Financial
Maryland
$165K +$183K +17,200 New
CCG
45
Capital CS Group
California
$163K +$1.7K +160 +1%
BAM
46
Belpointe Asset Management
Nevada
$163K +$4.33K +406 +2%
SWP
47
Stratos Wealth Partners
Ohio
$154K +$40.4K +3,795 +31%
WS
48
Wedbush Securities
California
$149K +$12.1K +1,135 +8%
SWM
49
SeaCrest Wealth Management
New York
$139K -$52.2K -4,898 -25%
HI
50
Harbour Investments
Wisconsin
$139K +$149 +14 +0.1%
1
2
3 4

CHW Hedge Fund Activity: Q3 2021 in Review

72 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Calamos Global Dynamic Income Fund (CHW) for Q3 2021, worth a combined $91.5M — down 10% from $102M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CHW positions and 5 closed out — a net gain of 7 holders — while 21 added to existing stakes and 16 trimmed.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $3.06M. The largest seller was Advisors Asset Management, cutting an estimated $1.54M.

  • 72 institutional investors held Calamos Global Dynamic Income Fund (CHW) as of Q3 2021, up from 66 in Q2 2021.
  • Funds reported $91.5M of Calamos Global Dynamic Income Fund stock for Q3 2021, down 10% quarter-over-quarter.
  • 12 funds opened new Calamos Global Dynamic Income Fund positions in Q3 2021 and 5 closed out, a net change of +7 holders.
  • The largest Calamos Global Dynamic Income Fund buyer in Q3 2021 was Penserra Capital Management, an estimated $3.06M added.
  • The largest Calamos Global Dynamic Income Fund seller in Q3 2021 was Advisors Asset Management, an estimated $1.54M sold.

Based on aggregated 13F filings for Q3 2021.