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CHW

Calamos Global Dynamic Income Fund
CHW

62 hedge funds and large institutions have $69M invested in Calamos Global Dynamic Income Fund in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 16

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

0% more funds holding

Funds holding: 62 → 62 (0)

4.57% less ownership

Funds ownership: 19.57% → 15.01% (-4.6%)

14% less capital invested

Capital invested by funds: $80.5M → $69M (-$11.5M)

Holders
62
Holders Change
–
Holders Change %
0%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
20
Reduced
16
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.39M
2
Millennium Management
Millennium Management
New York
+$1.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.19M
4
LPL Financial
LPL Financial
California
+$678K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$642K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$17.3M
2
VIA
Vident Investment Advisory
Georgia
-$4.63M
3
SFS
Shaker Financial Services
Virginia
-$3.38M
4
LCM
Laurion Capital Management
New York
-$1.47M
5
FIMG
Financial & Investment Management Group
Michigan
-$801K
Name Holding Trade Value Shares
Change 		Change in
Stake
SQA
51
Simon Quick Advisors
New Jersey
$43K +$41.1K +5,455 New
US Bancorp
52
US Bancorp
Minnesota
$33K +$31.9K +4,230 New
IA
53
IFP Advisors
Florida
$30K -$10.5K -1,400 -27%
DADC
54
D.A. Davidson & Co
Montana
$15K -$94.2K -12,505 -86%
PCM
55
Penserra Capital Management
California
$6K -$550 -73 -8%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$6K +$5.7K +757 New
SFG
57
SevenBridge Financial Group
Pennsylvania
$5K – – –
SPIA
58
Steward Partners Investment Advisory
New York
$5K +$5.43K +721 New
SWA
59
Sutton Wealth Advisors
Florida
$4.68K – – –
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$2K – – –
MA
61
MUFG Americas
New York
$1K +$987 +131 New
VIA
62
Vident Investment Advisory
Georgia
– -$4.63M -664,526 Closed
LCM
63
Laurion Capital Management
New York
– -$1.47M -210,163 Closed
MIG
64
Mariner Investment Group
New York
– -$589K -84,466 Closed
LCM
65
Landscape Capital Management
New Jersey
– -$304K -43,553 Closed
DA
66
Doliver Advisors
Texas
– -$193K -27,625 Closed
TSS
67
Two Sigma Securities
New York
– -$172K -24,651 Closed
CA
68
Cornerstone Advisors
North Carolina
– -$137K -19,716 Closed
NFG
69
Next Financial Group
Texas
– -$16K -2,240 Closed
BBPWM
70
Blue Bell Private Wealth Management
Pennsylvania
– -$11K -1,450 Closed
M
71
MOTCO
Texas
– -$10K -1,421 Closed
1 2
3

CHW Hedge Fund Activity: Q1 2017 in Review

62 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Calamos Global Dynamic Income Fund (CHW) for Q1 2017, worth a combined $69M — down 14% from $80.5M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new CHW positions and 10 closed out — a net gain of 1 holder — while 20 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.39M. The largest seller was UBS Group, cutting an estimated $17.3M.

  • 62 institutional investors held Calamos Global Dynamic Income Fund (CHW) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $69M of Calamos Global Dynamic Income Fund stock for Q1 2017, down 14% quarter-over-quarter.
  • 11 funds opened new Calamos Global Dynamic Income Fund positions in Q1 2017 and 10 closed out, a net change of +1 holder.
  • The largest Calamos Global Dynamic Income Fund buyer in Q1 2017 was Morgan Stanley, an estimated $3.39M added.
  • The largest Calamos Global Dynamic Income Fund seller in Q1 2017 was UBS Group, an estimated $17.3M sold.

Based on aggregated 13F filings for Q1 2017.