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CHW

Calamos Global Dynamic Income Fund

93 hedge funds and large institutions have $116M invested in Calamos Global Dynamic Income Fund in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 25

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

0.1% more ownership

Funds ownership: 26.86%26.95% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 9693 (-3)

5% less capital invested

Capital invested by funds: $123M → $116M (-$6.64M)

Holders
93
Holders Change
-3
Holders Change %
-3.13%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
29
Reduced
25
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$508K -$58.2K -8,240 -10%
RL
27
RPO LLC
Connecticut
$417K
LCM
28
Landscape Capital Management
New Jersey
$412K -$549K -77,715 -56%
DWM
29
Dakota Wealth Management
Florida
$402K
CPIG
30
Chicago Partners Investment Group
Illinois
$400K +$3.46K +489 +0.8%
Osaic Holdings
31
Osaic Holdings
Arizona
$382K -$3.24K -458 -0.8%
DADC
32
D.A. Davidson & Co
Montana
$372K +$277K +39,151 +245%
KAS
33
Kestra Advisory Services
Texas
$365K +$76.3K +10,796 +25%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$336K +$16.1K +2,277 +5%
Kovitz Investment Group Partners
35
Kovitz Investment Group Partners
Illinois
$306K +$321K +45,379 New
Focus Partners Wealth
36
Focus Partners Wealth
Massachusetts
$306K -$31.5K -4,458 -9%
ZIG
37
Zuckerman Investment Group
Illinois
$281K
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$270K
Bank of America
39
Bank of America
North Carolina
$250K -$7.65K -1,082 -3%
BCM
40
Brookstone Capital Management
Illinois
$237K -$693 -98 -0.3%
WA
41
Waverly Advisors
Alabama
$209K +$219K +30,958 New
IFWM
42
Institute for Wealth Management
Colorado
$206K
CWM
43
Calamos Wealth Management
Illinois
$201K
Invesco
44
Invesco
Georgia
$197K +$206K +29,170 New
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$192K -$1.21K -171 -0.6%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$182K +$190K +26,949 New
JWCA
47
J.W. Cole Advisors
Florida
$173K +$2.01K +284 +1%
SFC
48
Strategic Financial Concepts
Texas
$171K
LMKC
49
L.M. Kohn & Company
Ohio
$154K +$297 +42 +0.2%
Stifel Financial
50
Stifel Financial
Missouri
$154K -$7.57K -1,071 -4%

CHW Hedge Fund Activity: Q4 2024 in Review

93 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Calamos Global Dynamic Income Fund (CHW) for Q4 2024, worth a combined $116M — down 5.4% from $123M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CHW positions and 14 closed out — a net gain of 1 holder — while 29 added to existing stakes and 25 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.42M. The largest seller was Morgan Stanley, cutting an estimated $2.16M.

  • 93 institutional investors held Calamos Global Dynamic Income Fund (CHW) as of Q4 2024, down from 96 in Q3 2024.
  • Funds reported $116M of Calamos Global Dynamic Income Fund stock for Q4 2024, down 5.4% quarter-over-quarter.
  • 15 funds opened new Calamos Global Dynamic Income Fund positions in Q4 2024 and 14 closed out, a net change of +1 holder.
  • The largest Calamos Global Dynamic Income Fund buyer in Q4 2024 was Guggenheim Capital, an estimated $1.42M added.
  • The largest Calamos Global Dynamic Income Fund seller in Q4 2024 was Morgan Stanley, an estimated $2.16M sold.

Based on aggregated 13F filings for Q4 2024.