Calamos Global Dynamic Income Fund
CHW
53 hedge funds and large institutions have $79.5M invested in Calamos Global Dynamic Income Fund in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 6 closing their positions.
37% more capital invested
Capital invested by funds: $58M → $79.5M (+$21.5M)
20% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 15
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
2.93% more ownership
Funds ownership: 12.51% → 15.45% (+2.9%)
0% more funds holding
Funds holding: 53 → 53 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$10.3M |
| 2 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$2.09M |
| 3 |
LPL Financial
San Diego,
California
|
+$786K |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$678K |
| 5 |
CC
Claybrook Capital
Wellesley,
Massachusetts
|
+$588K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$428K |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$268K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$158K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$156K |
| 5 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$152K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
US Bancorp
Minneapolis,
Minnesota
| $3K | – | – | – |
|
|
WAP
52
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $2K | – | – | – |
|
|
SFS
53
Shaker Financial Services
Arlington,
Virginia
| – | -$268K | -34,295 | Closed |
|
|
RA
54
RFG Advisory
Birmingham,
Alabama
| – | -$152K | -19,431 | Closed |
|
|
PAIM
55
Punch & Associates Investment Management
Edina,
Minnesota
| – | -$95K | -12,133 | Closed |
|
|
QCIG
56
Quad-Cities Investment Group
Davenport,
Iowa
| – | -$20K | -2,525 | Closed |
|
|
AF
57
Allworth Financial
Folsom,
California
| – | -$3K | -376 | Closed |
|
|
CAN
58
Claraphi Advisory Network
Aliso Viejo,
United States
| – | -$1K | -178 | Closed |
|
59
Fidelity Investments
Boston,
Massachusetts
| – | +$8 | +1 | New |
|
CHW Hedge Fund Activity: Q4 2019 in Review
53 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Calamos Global Dynamic Income Fund (CHW) for Q4 2019, worth a combined $79.5M — up 37% from $58M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new CHW positions and 6 closed out — a net gain of 1 holder — while 18 added to existing stakes and 15 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $10.3M. The largest seller was Wells Fargo, cutting an estimated $428K.
- 53 institutional investors held Calamos Global Dynamic Income Fund (CHW) as of Q4 2019, unchanged from Q3 2019.
- Funds reported $79.5M of Calamos Global Dynamic Income Fund stock for Q4 2019, up 37% quarter-over-quarter.
- 7 funds opened new Calamos Global Dynamic Income Fund positions in Q4 2019 and 6 closed out, a net change of +1 holder.
- The largest Calamos Global Dynamic Income Fund buyer in Q4 2019 was Morgan Stanley, an estimated $10.3M added.
- The largest Calamos Global Dynamic Income Fund seller in Q4 2019 was Wells Fargo, an estimated $428K sold.
Based on aggregated 13F filings for Q4 2019.