Calamos Global Dynamic Income Fund
CHW
51 hedge funds and large institutions have $81.9M invested in Calamos Global Dynamic Income Fund in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 12 closing their positions.
13% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 15
9% more capital invested
Capital invested by funds: $75.2M → $81.9M (+$6.67M)
0.41% more ownership
Funds ownership: 14.94% → 15.35% (+0.41%)
11% less funds holding
Funds holding: 57 → 51 (-6)
50% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.75M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.28M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$835K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$825K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$534K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.08M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.42M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$412K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$355K |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$163K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWA
51
Sutton Wealth Advisors
Tampa,
Florida
| $5.42K | – | – | – |
|
|
CWM
52
Calamos Wealth Management
Naperville,
Illinois
| – | -$140K | -16,384 | Closed |
|
|
WAM
53
Weiss Asset Management
Boston,
Massachusetts
| – | -$132K | -15,499 | Closed |
|
|
DA
54
Doliver Advisors
Houston,
Texas
| – | -$116K | -13,552 | Closed |
|
55
Northern Trust
Chicago,
Illinois
| – | -$100K | -11,700 | Closed |
|
|
PAG
56
Private Advisor Group
Morristown,
New Jersey
| – | -$99K | -11,645 | Closed |
|
57
Creative Planning
Overland Park,
Kansas
| – | -$30K | -3,500 | Closed |
|
|
NFG
58
Next Financial Group
Houston,
Texas
| – | -$13K | -1,504 | Closed |
|
|
PCM
59
Penserra Capital Management
Orinda,
California
| – | -$7K | -908 | Closed |
|
|
SFG
60
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| – | -$6K | -690 | Closed |
|
|
VWA
61
V Wealth Advisors
Overland Park,
Kansas
| – | -$3K | -400 | Closed |
|
62
Envestnet Asset Management
Chicago,
Illinois
| – | -$2K | -197 | Closed |
|
|
MA
63
MUFG Americas
New York
| – | -$1K | -132 | Closed |
|
CHW Hedge Fund Activity: Q3 2017 in Review
51 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Calamos Global Dynamic Income Fund (CHW) for Q3 2017, worth a combined $81.9M — up 8.9% from $75.2M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of CHW and 6 opened new positions — a net loss of 6 holders — while 15 trimmed existing stakes and 17 added.
The largest buyer was Guggenheim Capital, adding an estimated $1.75M. The largest seller was Royal Bank of Canada, cutting an estimated $2.08M.
- 51 institutional investors held Calamos Global Dynamic Income Fund (CHW) as of Q3 2017, down from 57 in Q2 2017.
- Funds reported $81.9M of Calamos Global Dynamic Income Fund stock for Q3 2017, up 8.9% quarter-over-quarter.
- 6 funds opened new Calamos Global Dynamic Income Fund positions in Q3 2017 and 12 closed out, a net change of -6 holders.
- The largest Calamos Global Dynamic Income Fund buyer in Q3 2017 was Guggenheim Capital, an estimated $1.75M added.
- The largest Calamos Global Dynamic Income Fund seller in Q3 2017 was Royal Bank of Canada, an estimated $2.08M sold.
Based on aggregated 13F filings for Q3 2017.