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Calamos Global Dynamic Income Fund

79 hedge funds and large institutions have $80.4M invested in Calamos Global Dynamic Income Fund in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

3% more funds holding

Funds holding: 7779 (+2)

1.34% more ownership

Funds ownership: 21.39%22.73% (+1.3%)

2% less capital invested

Capital invested by funds: $82.3M → $80.4M (-$1.88M)

4% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 25

Holders
79
Holders Change
+2
Holders Change %
+2.6%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
24
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$313K
Wells Fargo
27
Wells Fargo
California
$294K -$900K -151,013 -74%
CG
28
Colony Group
Massachusetts
$290K -$6.26K -1,050 -2%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$271K +$191 +32 +0.1%
NAS
30
NWF Advisory Services
California
$260K -$16.7K -2,800 -6%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$240K +$19.1K +3,198 +8%
LCM
32
Landscape Capital Management
New Jersey
$233K -$273K -45,866 -52%
RJT
33
Raymond James Trust
Florida
$218K -$44.7K -7,502 -16%
BRWA
34
B. Riley Wealth Advisors
Florida
$212K +$16K +2,677 +8%
9WM
35
9258 Wealth Management
Ohio
$210K -$9.23K -1,548 -4%
IFG
36
Independent Financial Group
California
$202K -$23.8K -4,000 -10%
IFWM
37
Institute for Wealth Management
Colorado
$199K -$8.23K -1,381 -4%
SFC
38
Strategic Financial Concepts
Texas
$191K
CC
39
Claybrook Capital
Massachusetts
$191K
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$166K +$76.3K +12,796 +75%
CWM
41
Calamos Wealth Management
Illinois
$165K
KAS
42
Kestra Advisory Services
Texas
$164K +$7.02K +1,178 +4%
Truist Financial
43
Truist Financial
North Carolina
$160K -$11.7K -1,965 -6%
WAM
44
Wolverine Asset Management
Illinois
$134K -$3.41M -571,436 -96%
Stifel Financial
45
Stifel Financial
Missouri
$122K -$33.7K -5,650 -20%
HI
46
Harbour Investments
Wisconsin
$115K -$9.09K -1,525 -7%
CA
47
CoreCap Advisors
Michigan
$115K -$26.8K -4,500 -18%
SLWA
48
San Luis Wealth Advisors
California
$103K
BCM
49
Brookstone Capital Management
Illinois
$102K +$114K +19,049 New
LMKC
50
L.M. Kohn & Company
Ohio
$97.5K