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CHW

Calamos Global Dynamic Income Fund
CHW

80 hedge funds and large institutions have $74M invested in Calamos Global Dynamic Income Fund in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 21

11% more capital invested

Capital invested by funds: $66.4M → $74M (+$7.58M)

1.22% more ownership

Funds ownership: 18.64% → 19.86% (+1.2%)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

1% less funds holding

Funds holding: 81 → 80 (-1)

Holders
80
Holders Change
-1
Holders Change %
-1.23%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
27
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MP
Mangrove Partners
Connecticut
+$4.02M
2
WAM
Wolverine Asset Management
Illinois
+$835K
3
Morgan Stanley
Morgan Stanley
New York
+$794K
4
PAG
Private Advisor Group
New Jersey
+$491K
5
SFS
Shaker Financial Services
Virginia
+$412K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$1.2M
2
Bank of America
Bank of America
North Carolina
-$478K
3
GC
Guggenheim Capital
Illinois
-$448K
4
EC
Elequin Capital
New York
-$271K
5
SPC
Sigma Planning Corp
Michigan
-$231K
Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
26
NWF Advisory Services
California
$300K +$301K +49,800 New
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$297K -$8.1K -1,338 -3%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$295K +$10.9K +1,808 +4%
RJT
29
Raymond James Trust
Florida
$280K +$45.4K +7,502 +19%
IFG
30
Independent Financial Group
California
$251K +$605 +100 +0.2%
9WM
31
9258 Wealth Management
Ohio
$248K +$496 +82 +0.2%
SFC
32
Strategic Financial Concepts
Texas
$223K +$226K +37,300 New
IFWM
33
Institute for Wealth Management
Colorado
$223K -$26.3K -4,340 -10%
BRWA
34
B. Riley Wealth Advisors
Florida
$214K +$3.96K +655 +2%
CC
35
Claybrook Capital
Massachusetts
$206K – – –
EC
36
Elequin Capital
New York
$180K -$271K -44,791 -60%
CWM
37
Calamos Wealth Management
Illinois
$178K +$180K +29,748 New
Truist Financial
38
Truist Financial
North Carolina
$172K +$14.7K +2,435 +9%
KAS
39
Kestra Advisory Services
Texas
$165K -$21.2K -3,496 -11%
Stifel Financial
40
Stifel Financial
Missouri
$148K +$3.09K +510 +2%
HI
41
Harbour Investments
Wisconsin
$139K -$4.27K -706 -3%
AWS
42
Atria Wealth Solutions
New York
$124K +$125K +20,658 New
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$112K -$18.2K -3,000 -14%
SLWA
44
San Luis Wealth Advisors
California
$111K – – –
LMKC
45
L.M. Kohn & Company
Ohio
$105K – – –
OC
46
Oppenheimer & Co
New York
$103K +$841 +139 +0.8%
XF
47
XML Financial
Maryland
$103K – – –
SPC
48
Sigma Planning Corp
Michigan
$96.9K -$231K -38,218 -70%
IWM
49
IHT Wealth Management
Illinois
$95.9K – – –
CCG
50
Capital CS Group
California
$93.6K -$21.2K -3,496 -18%
1
2
3 4

CHW Hedge Fund Activity: Q1 2023 in Review

80 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Calamos Global Dynamic Income Fund (CHW) for Q1 2023, worth a combined $74M — up 11% from $66.4M a quarter earlier.

Fund positioning in CHW was balanced in Q1 2023: 10 funds opened new positions, 10 closed out, 27 added to existing stakes and 21 trimmed.

The largest buyer was Mangrove Partners, opening a new position worth an estimated $4.02M. The largest seller was LPL Financial, cutting an estimated $1.2M.

  • 80 institutional investors held Calamos Global Dynamic Income Fund (CHW) as of Q1 2023, down from 81 in Q4 2022.
  • Funds reported $74M of Calamos Global Dynamic Income Fund stock for Q1 2023, up 11% quarter-over-quarter.
  • 10 funds opened new Calamos Global Dynamic Income Fund positions in Q1 2023 and 10 closed out, a net change of 0 holders.
  • The largest Calamos Global Dynamic Income Fund buyer in Q1 2023 was Mangrove Partners, an estimated $4.02M added.
  • The largest Calamos Global Dynamic Income Fund seller in Q1 2023 was LPL Financial, an estimated $1.2M sold.

Based on aggregated 13F filings for Q1 2023.