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CHW

Calamos Global Dynamic Income Fund

96 hedge funds and large institutions have $109M invested in Calamos Global Dynamic Income Fund in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

33% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 24

10% more funds holding

Funds holding: 8796 (+9)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7.08% less ownership

Funds ownership: 33.24%26.16% (-7.1%)

11% less capital invested

Capital invested by funds: $123M → $109M (-$13.8M)

Holders
96
Holders Change
+9
Holders Change %
+10.34%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
32
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
51
Truist Financial
North Carolina
$164K +$154K +25,221 New
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$162K +$152K +24,846 New
LMKC
53
L.M. Kohn & Company
Ohio
$148K +$31.3K +5,132 +29%
Stifel Financial
54
Stifel Financial
Missouri
$145K -$9.23K -1,513 -6%
CA
55
CoreCap Advisors
Michigan
$135K
SI
56
Stephens Inc
Arkansas
$134K +$16.6K +2,725 +15%
HI
57
Harbour Investments
Wisconsin
$125K +$6.86K +1,124 +6%
SLWA
58
San Luis Wealth Advisors
California
$121K
WS
59
Wedbush Securities
California
$120K +$27.1K +4,444 +32%
VFA
60
Valeo Financial Advisors
Indiana
$119K +$34.8K +5,700 +44%
XF
61
XML Financial
Maryland
$112K
OC
62
Oppenheimer & Co
New York
$108K +$915 +150 +0.9%
MAG
63
MRA Advisory Group
New Jersey
$107K +$100K +16,435 New
DADC
64
D.A. Davidson & Co
Montana
$104K
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$104K +$54K +8,860 +124%
SWM
66
SeaCrest Wealth Management
New York
$104K -$12.4K -2,034 -11%
PWA
67
Prairie Wealth Advisors
Nebraska
$102K +$95.8K +15,700 New
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$85.7K -$93.5K -15,328 -54%
FHC
69
First Heartland Consultants
Missouri
$82K +$77K +12,627 New
CAN
70
Cetera Advisor Networks
California
$80.9K -$2.09K -343 -3%
SWP
71
Stratos Wealth Partners
Ohio
$77.1K
PVM
72
Palogic Value Management
Texas
$71.6K
ACA
73
Aptus Capital Advisors
Alabama
$68.2K
SWM
74
Spire Wealth Management
Virginia
$66.4K
EH
75
Equitable Holdings
New York
$65.1K

CHW Hedge Fund Activity: Q1 2024 in Review

96 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Calamos Global Dynamic Income Fund (CHW) for Q1 2024, worth a combined $109M — down 11% from $123M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new CHW positions and 7 closed out — a net gain of 9 holders — while 32 added to existing stakes and 24 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $3.8M. The largest seller was Morgan Stanley, cutting an estimated $32.1M.

  • 96 institutional investors held Calamos Global Dynamic Income Fund (CHW) as of Q1 2024, up from 87 in Q4 2023.
  • Funds reported $109M of Calamos Global Dynamic Income Fund stock for Q1 2024, down 11% quarter-over-quarter.
  • 16 funds opened new Calamos Global Dynamic Income Fund positions in Q1 2024 and 7 closed out, a net change of +9 holders.
  • The largest Calamos Global Dynamic Income Fund buyer in Q1 2024 was Karpus Investment Management, an estimated $3.8M added.
  • The largest Calamos Global Dynamic Income Fund seller in Q1 2024 was Morgan Stanley, an estimated $32.1M sold.

Based on aggregated 13F filings for Q1 2024.