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CHW

Calamos Global Dynamic Income Fund
CHW

96 hedge funds and large institutions have $109M invested in Calamos Global Dynamic Income Fund in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

33% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 24

10% more funds holding

Funds holding: 87 → 96 (+9)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7.08% less ownership

Funds ownership: 33.24% → 26.16% (-7.1%)

11% less capital invested

Capital invested by funds: $123M → $109M (-$13.8M)

Holders
96
Holders Change
+9
Holders Change %
+10.34%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
32
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$3.8M
2
AA
AQR Arbitrage
Connecticut
+$1.03M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$643K
4
LCM
Landscape Capital Management
New Jersey
+$391K
5
PAG
Private Advisor Group
New Jersey
+$357K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$32.1M
2
AAM
Advisors Asset Management
Colorado
-$1.32M
3
WAM
Wolverine Asset Management
Illinois
-$1.11M
4
SFS
Shaker Financial Services
Virginia
-$764K
5
LSC
Logan Stone Capital
Illinois
-$337K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
26
Saxony Capital Management
Missouri
$505K +$125K +20,500 +36%
Wells Fargo
27
Wells Fargo
California
$472K -$9.33K -1,530 -2%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$458K +$58.6K +9,611 +16%
Walleye Capital
29
Walleye Capital
New York
$404K +$291K +47,700 +333%
NA
30
NewEdge Advisors
Louisiana
$394K -$144K -23,690 -28%
Bank of America
31
Bank of America
North Carolina
$376K +$96.3K +15,789 +38%
DWM
32
Dakota Wealth Management
Florida
$374K +$351K +57,490 New
CPIG
33
Chicago Partners Investment Group
Illinois
$361K -$7.52K -1,233 -2%
Focus Partners Wealth
34
Focus Partners Wealth
Massachusetts
$358K +$32K +5,243 +11%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$331K +$19.7K +3,228 +7%
NAS
36
NWF Advisory Services
California
$303K -$2.44K -400 -0.9%
RJT
37
Raymond James Trust
Florida
$300K – – –
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$296K -$152K -25,000 -38%
ZIG
39
Zuckerman Investment Group
Illinois
$267K +$251K +41,074 New
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$264K – – –
BCM
41
Brookstone Capital Management
Illinois
$219K +$39.1K +6,406 +23%
KAS
42
Kestra Advisory Services
Texas
$218K +$7.66K +1,256 +4%
BRWA
43
B. Riley Wealth Advisors
Florida
$212K -$15.9K -2,600 -6%
9WM
44
9258 Wealth Management
Ohio
$206K +$193K +31,624 New
IFWM
45
Institute for Wealth Management
Colorado
$201K – – –
IFG
46
Independent Financial Group
California
$201K -$41.2K -6,750 -18%
CWM
47
Calamos Wealth Management
Illinois
$194K – – –
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$188K -$10K -1,642 -5%
LSC
49
Logan Stone Capital
Illinois
$180K -$337K -55,205 -67%
SFC
50
Strategic Financial Concepts
Texas
$165K +$154K +25,300 New
1
2
3 4 5

CHW Hedge Fund Activity: Q1 2024 in Review

96 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Calamos Global Dynamic Income Fund (CHW) for Q1 2024, worth a combined $109M — down 11% from $123M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new CHW positions and 7 closed out — a net gain of 9 holders — while 32 added to existing stakes and 24 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $3.8M. The largest seller was Morgan Stanley, cutting an estimated $32.1M.

  • 96 institutional investors held Calamos Global Dynamic Income Fund (CHW) as of Q1 2024, up from 87 in Q4 2023.
  • Funds reported $109M of Calamos Global Dynamic Income Fund stock for Q1 2024, down 11% quarter-over-quarter.
  • 16 funds opened new Calamos Global Dynamic Income Fund positions in Q1 2024 and 7 closed out, a net change of +9 holders.
  • The largest Calamos Global Dynamic Income Fund buyer in Q1 2024 was Karpus Investment Management, an estimated $3.8M added.
  • The largest Calamos Global Dynamic Income Fund seller in Q1 2024 was Morgan Stanley, an estimated $32.1M sold.

Based on aggregated 13F filings for Q1 2024.