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CHW

Calamos Global Dynamic Income Fund
CHW

61 hedge funds and large institutions have $81.9M invested in Calamos Global Dynamic Income Fund in 2017 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 2

20% more funds holding

Funds holding: 51 → 61 (+10)

6% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 17

0% more capital invested

Capital invested by funds: $81.9M → $81.9M (+$69.3K)

0.05% less ownership

Funds ownership: 15.35% → 15.29% (-0.05%)

Holders
61
Holders Change
+10
Holders Change %
+19.61%
% of All Funds
1.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
18
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.56M
2
CRC
Curi RMB Capital
Illinois
+$1.21M
3
GC
Guggenheim Capital
Illinois
+$1.03M
4
Invesco
Invesco
Georgia
+$627K
5
BRWA
B. Riley Wealth Advisors
Florida
+$239K

Top Sellers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.28M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.22M
3
AAM
Advisors Asset Management
Colorado
-$785K
4
RJA
Raymond James & Associates
Florida
-$697K
5
Bank of America
Bank of America
North Carolina
-$551K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
51
Patriot Financial Group Insurance Agency
Massachusetts
$27K – – –
APA
52
American Portfolios Advisors
New York
$22.7K +$22.7K +2,500 New
SEI Investments
53
SEI Investments
Pennsylvania
$19K +$5.89K +648 +46%
OIA
54
OneDigital Investment Advisors
Kansas
$14K – – –
IA
55
IFP Advisors
Florida
$9K -$14.8K -1,624 -62%
SFG
56
SevenBridge Financial Group
Pennsylvania
$6K +$6.27K +690 New
AOWM
57
Alpha Omega Wealth Management
Virginia
$6K +$6.44K +708 New
SWA
58
Sutton Wealth Advisors
Florida
$5.45K – – –
FGC
59
Financial Gravity Companies
Texas
$5K +$4.48K +493 New
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$2K +$1.79K +197 New
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
– -$319K -35,337 Closed
SQA
62
Simon Quick Advisors
New Jersey
– -$36K -4,000 Closed
WCAMG
63
Woodard & Company Asset Management Group
North Carolina
– +$1.62K +178 New
1 2
3

CHW Hedge Fund Activity: Q4 2017 in Review

61 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Calamos Global Dynamic Income Fund (CHW) for Q4 2017, worth a combined $81.9M — up 0.08% from $81.9M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new CHW positions and 2 closed out — a net gain of 11 holders — while 18 added to existing stakes and 17 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.56M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $1.28M.

  • 61 institutional investors held Calamos Global Dynamic Income Fund (CHW) as of Q4 2017, up from 51 in Q3 2017.
  • Funds reported $81.9M of Calamos Global Dynamic Income Fund stock for Q4 2017, up 0.08% quarter-over-quarter.
  • 13 funds opened new Calamos Global Dynamic Income Fund positions in Q4 2017 and 2 closed out, a net change of +11 holders.
  • The largest Calamos Global Dynamic Income Fund buyer in Q4 2017 was Morgan Stanley, an estimated $2.56M added.
  • The largest Calamos Global Dynamic Income Fund seller in Q4 2017 was Cambridge Investment Research Advisors, an estimated $1.28M sold.

Based on aggregated 13F filings for Q4 2017.