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CHW

Calamos Global Dynamic Income Fund
CHW

87 hedge funds and large institutions have $123M invested in Calamos Global Dynamic Income Fund in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

52% more capital invested

Capital invested by funds: $80.4M → $123M (+$42.1M)

43% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 21

10.52% more ownership

Funds ownership: 22.73% → 33.24% (+11%)

10% more funds holding

Funds holding: 79 → 87 (+8)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
87
Holders Change
+8
Holders Change %
+10.13%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
30
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$28.3M
2
MP
Mangrove Partners
Connecticut
+$2.84M
3
WAM
Wolverine Asset Management
Illinois
+$2.11M
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$1.17M
5
AA
AQR Arbitrage
Connecticut
+$1.01M

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$1.6M
2
Osaic Holdings
Osaic Holdings
Arizona
-$314K
3
9WM
9258 Wealth Management
Ohio
-$210K
4
Bank of America
Bank of America
North Carolina
-$199K
5
SFC
Strategic Financial Concepts
Texas
-$191K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$436K – – –
Wells Fargo
27
Wells Fargo
California
$427K +$115K +20,855 +39%
KIM
28
Karpus Investment Management
New York
$365K +$350K +63,270 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$350K -$57.7K -10,419 -15%
CPIG
30
Chicago Partners Investment Group
Illinois
$341K -$29.6K -5,352 -8%
SCM
31
Saxony Capital Management
Missouri
$329K +$316K +57,000 New
Focus Partners Wealth
32
Focus Partners Wealth
Massachusetts
$287K +$276K +49,782 New
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$274K -$7.83K -1,415 -3%
NAS
34
NWF Advisory Services
California
$271K – – –
RJT
35
Raymond James Trust
Florida
$266K +$37.5K +6,782 +17%
Bank of America
36
Bank of America
North Carolina
$242K -$199K -35,935 -46%
BRWA
37
B. Riley Wealth Advisors
Florida
$238K +$14.4K +2,600 +7%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$234K -$88.6K -16,000 -28%
IFG
39
Independent Financial Group
California
$217K +$6.04K +1,091 +3%
Lido Advisors
40
Lido Advisors
California
$200K +$190K +34,403 New
KAS
41
Kestra Advisory Services
Texas
$186K +$14K +2,530 +9%
IFWM
42
Institute for Wealth Management
Colorado
$178K -$27.3K -4,940 -14%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$176K +$3.51K +634 +2%
CWM
44
Calamos Wealth Management
Illinois
$172K – – –
EC
45
Elequin Capital
New York
$169K +$104K +18,815 +178%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$164K -$82.1K -14,835 -34%
BCM
47
Brookstone Capital Management
Illinois
$157K +$45.5K +8,221 +43%
WAM
48
Weiss Asset Management
Massachusetts
$148K +$142K +25,588 New
Stifel Financial
49
Stifel Financial
Missouri
$137K +$9.36K +1,690 +8%
CA
50
CoreCap Advisors
Michigan
$120K – – –
1
2
3 4

CHW Hedge Fund Activity: Q4 2023 in Review

87 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Calamos Global Dynamic Income Fund (CHW) for Q4 2023, worth a combined $123M — up 52% from $80.4M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new CHW positions and 6 closed out — a net gain of 10 holders — while 30 added to existing stakes and 21 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $28.3M. The largest seller was Advisors Asset Management, cutting an estimated $1.6M.

  • 87 institutional investors held Calamos Global Dynamic Income Fund (CHW) as of Q4 2023, up from 79 in Q3 2023.
  • Funds reported $123M of Calamos Global Dynamic Income Fund stock for Q4 2023, up 52% quarter-over-quarter.
  • 16 funds opened new Calamos Global Dynamic Income Fund positions in Q4 2023 and 6 closed out, a net change of +10 holders.
  • The largest Calamos Global Dynamic Income Fund buyer in Q4 2023 was Morgan Stanley, an estimated $28.3M added.
  • The largest Calamos Global Dynamic Income Fund seller in Q4 2023 was Advisors Asset Management, an estimated $1.6M sold.

Based on aggregated 13F filings for Q4 2023.