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CHW

Calamos Global Dynamic Income Fund

79 hedge funds and large institutions have $80.4M invested in Calamos Global Dynamic Income Fund in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

3% more funds holding

Funds holding: 7779 (+2)

1.34% more ownership

Funds ownership: 21.39%22.73% (+1.3%)

2% less capital invested

Capital invested by funds: $82.3M → $80.4M (-$1.88M)

4% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 25

Holders
79
Holders Change
+2
Holders Change %
+2.6%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
24
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
51
Oppenheimer & Co
New York
$97.4K +$894 +150 +0.9%
XF
52
XML Financial
Maryland
$95.3K
WS
53
Wedbush Securities
California
$80K +$250 +42 +0.3%
SWM
54
SeaCrest Wealth Management
New York
$73.8K +$8.1K +1,358 +11%
FSI
55
Flow State Investments
Illinois
$71.6K +$77.1K +12,926 New
CAN
56
Cetera Advisor Networks
California
$71.1K +$76.5K +12,829 New
SWP
57
Stratos Wealth Partners
Ohio
$68.1K -$1.79K -300 -2%
ASN
58
Advisory Services Network
Georgia
$67.9K +$73.1K +12,255 New
PCM
59
Pointe Capital Management
Michigan
$65.6K
NS
60
NBC Securities
Alabama
$64K +$69.5K +11,659 New
PVM
61
Palogic Value Management
Texas
$60.9K
EC
62
Elequin Capital
New York
$58.5K -$81.7K -13,702 -56%
SWM
63
Spire Wealth Management
Virginia
$56.5K
EH
64
Equitable Holdings
New York
$55.4K -$11.9K -2,000 -17%
SPIA
65
Steward Partners Investment Advisory
New York
$43.8K +$16.4K +2,750 +53%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$42.8K
BFEC
67
Benjamin F. Edwards & Company
Missouri
$33K
EWA
68
EverSource Wealth Advisors
Alabama
$24K +$185 +31 +0.7%
IA
69
IFP Advisors
Florida
$13.8K +$364 +61 +3%
CA
70
Clearstead Advisors
Ohio
$13.3K +$14.3K +2,400 New
VWM
71
Venturi Wealth Management
Texas
$10.6K
OLVIG
72
Oliver Lagore Vanvalin Investment Group
Michigan
$8.31K
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$6.15K +$4.64K +779 +235%
AF
74
Allworth Financial
California
$5.41K
JP Morgan Chase
75
JP Morgan Chase
New York
$5.41K

CHW Hedge Fund Activity: Q3 2023 in Review

79 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Calamos Global Dynamic Income Fund (CHW) for Q3 2023, worth a combined $80.4M — down 2.3% from $82.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CHW positions and 6 closed out — a net gain of 2 holders — while 24 added to existing stakes and 25 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.61M. The largest seller was Wolverine Asset Management, cutting an estimated $3.41M.

  • 79 institutional investors held Calamos Global Dynamic Income Fund (CHW) as of Q3 2023, up from 77 in Q2 2023.
  • Funds reported $80.4M of Calamos Global Dynamic Income Fund stock for Q3 2023, down 2.3% quarter-over-quarter.
  • 8 funds opened new Calamos Global Dynamic Income Fund positions in Q3 2023 and 6 closed out, a net change of +2 holders.
  • The largest Calamos Global Dynamic Income Fund buyer in Q3 2023 was LPL Financial, an estimated $2.61M added.
  • The largest Calamos Global Dynamic Income Fund seller in Q3 2023 was Wolverine Asset Management, an estimated $3.41M sold.

Based on aggregated 13F filings for Q3 2023.