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CHW

Calamos Global Dynamic Income Fund

80 hedge funds and large institutions have $74M invested in Calamos Global Dynamic Income Fund in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 21

11% more capital invested

Capital invested by funds: $66.4M → $74M (+$7.58M)

1.22% more ownership

Funds ownership: 18.64%19.86% (+1.2%)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

1% less funds holding

Funds holding: 8180 (-1)

Holders
80
Holders Change
-1
Holders Change %
-1.23%
% of All Funds
1.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
27
Reduced
21
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$87.7K +$88.8K +14,670 New
AAS
52
Avantax Advisory Services
Texas
$79.1K
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$77K +$77.9K +12,881 New
SWP
54
Stratos Wealth Partners
Ohio
$75.3K -$2.51K -415 -3%
EH
55
Equitable Holdings
New York
$71.8K
BAM
56
Belpointe Asset Management
Nevada
$71K -$9.97K -1,647 -12%
PCM
57
Pointe Capital Management
Michigan
$70.9K
PVM
58
Palogic Value Management
Texas
$65.8K
TSS
59
Two Sigma Securities
New York
$62.3K -$3.14K -519 -5%
AIP
60
Ahrens Investment Partners
Louisiana
$61.4K +$1.54K +254 +3%
SWM
61
Spire Wealth Management
Virginia
$61K
ASN
62
Advisory Services Network
Georgia
$47.5K
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$46.2K
BFEC
64
Benjamin F. Edwards & Company
Missouri
$35K
SPIA
65
Steward Partners Investment Advisory
New York
$30.8K
EWA
66
EverSource Wealth Advisors
Alabama
$25.8K +$15.1K +2,500 +138%
IA
67
IFP Advisors
Florida
$21.6K -$13.2K -2,185 -48%
VWM
68
Venturi Wealth Management
Texas
$11.5K +$11.6K +1,921 New
PA
69
Parallel Advisors
California
$10.1K +$254 +42 +3%
OLVIG
70
Oliver Lagore Vanvalin Investment Group
Michigan
$8.97K
AF
71
Allworth Financial
California
$5.84K
JP Morgan Chase
72
JP Morgan Chase
New York
$5.84K -$20.4K -3,367 -78%
SIS
73
Sound Income Strategies
Florida
$5.53K
GWSG
74
GPS Wealth Strategies Group
Colorado
$3.47K +$3.51K +580 New
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$3.44K

CHW Hedge Fund Activity: Q1 2023 in Review

80 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Calamos Global Dynamic Income Fund (CHW) for Q1 2023, worth a combined $74M — up 11% from $66.4M a quarter earlier.

Fund positioning in CHW was balanced in Q1 2023: 10 funds opened new positions, 10 closed out, 27 added to existing stakes and 21 trimmed.

The largest buyer was Mangrove Partners, opening a new position worth an estimated $4.02M. The largest seller was LPL Financial, cutting an estimated $1.2M.

  • 80 institutional investors held Calamos Global Dynamic Income Fund (CHW) as of Q1 2023, down from 81 in Q4 2022.
  • Funds reported $74M of Calamos Global Dynamic Income Fund stock for Q1 2023, up 11% quarter-over-quarter.
  • 10 funds opened new Calamos Global Dynamic Income Fund positions in Q1 2023 and 10 closed out, a net change of 0 holders.
  • The largest Calamos Global Dynamic Income Fund buyer in Q1 2023 was Mangrove Partners, an estimated $4.02M added.
  • The largest Calamos Global Dynamic Income Fund seller in Q1 2023 was LPL Financial, an estimated $1.2M sold.

Based on aggregated 13F filings for Q1 2023.