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CHW

Calamos Global Dynamic Income Fund

87 hedge funds and large institutions have $123M invested in Calamos Global Dynamic Income Fund in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

52% more capital invested

Capital invested by funds: $80.4M → $123M (+$42.1M)

43% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 21

10.52% more ownership

Funds ownership: 22.73%33.24% (+11%)

10% more funds holding

Funds holding: 7987 (+8)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
87
Holders Change
+8
Holders Change %
+10.13%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
30
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
51
AllianceBernstein
Tennessee
$115K +$111K +20,000 New
SLWA
52
San Luis Wealth Advisors
California
$107K
HI
53
Harbour Investments
Wisconsin
$104K -$15.3K -2,769 -13%
SI
54
Stephens Inc
Arkansas
$103K +$99.1K +17,900 New
SWM
55
SeaCrest Wealth Management
New York
$103K +$25.6K +4,623 +35%
LMKC
56
L.M. Kohn & Company
Ohio
$102K
XF
57
XML Financial
Maryland
$99.2K
OC
58
Oppenheimer & Co
New York
$94.6K -$6.59K -1,190 -7%
DADC
59
D.A. Davidson & Co
Montana
$92.3K +$88.6K +16,000 New
Walleye Capital
60
Walleye Capital
New York
$82.7K +$79.4K +14,334 New
WS
61
Wedbush Securities
California
$81K -$2.51K -454 -3%
VFA
62
Valeo Financial Advisors
Indiana
$75K +$72K +13,000 New
CAN
63
Cetera Advisor Networks
California
$73.7K -$338 -61 -0.5%
SWP
64
Stratos Wealth Partners
Ohio
$68.4K -$2.49K -450 -4%
ASN
65
Advisory Services Network
Georgia
$64.2K -$6.21K -1,122 -9%
PVM
66
Palogic Value Management
Texas
$63.5K
ACA
67
Aptus Capital Advisors
Alabama
$60.4K +$58K +10,473 New
Nomura Holdings
68
Nomura Holdings
Japan
$59.6K +$57.2K +10,330 New
SWM
69
Spire Wealth Management
Virginia
$59.1K
EH
70
Equitable Holdings
New York
$57.7K
NS
71
NBC Securities
Alabama
$56K -$9.98K -1,802 -15%
SPIA
72
Steward Partners Investment Advisory
New York
$45.6K
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$41.2K -$3.32K -600 -8%
AF
74
Allworth Financial
California
$27.4K +$20.9K +3,769 +386%
EWA
75
EverSource Wealth Advisors
Alabama
$25.3K +$277 +50 +1%

CHW Hedge Fund Activity: Q4 2023 in Review

87 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Calamos Global Dynamic Income Fund (CHW) for Q4 2023, worth a combined $123M — up 52% from $80.4M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new CHW positions and 6 closed out — a net gain of 10 holders — while 30 added to existing stakes and 21 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $28.3M. The largest seller was Advisors Asset Management, cutting an estimated $1.6M.

  • 87 institutional investors held Calamos Global Dynamic Income Fund (CHW) as of Q4 2023, up from 79 in Q3 2023.
  • Funds reported $123M of Calamos Global Dynamic Income Fund stock for Q4 2023, up 52% quarter-over-quarter.
  • 16 funds opened new Calamos Global Dynamic Income Fund positions in Q4 2023 and 6 closed out, a net change of +10 holders.
  • The largest Calamos Global Dynamic Income Fund buyer in Q4 2023 was Morgan Stanley, an estimated $28.3M added.
  • The largest Calamos Global Dynamic Income Fund seller in Q4 2023 was Advisors Asset Management, an estimated $1.6M sold.

Based on aggregated 13F filings for Q4 2023.