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CHW

Calamos Global Dynamic Income Fund
CHW

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: 79 → 87 (+8)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (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
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$28.3M
2
MP
Mangrove Partners
Connecticut
+$2.84M
3
WAM
Wolverine Asset Management
Illinois
+$2.11M
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$1.17M
5
AA
AQR Arbitrage
Connecticut
+$1.01M

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$1.6M
2
Osaic Holdings
Osaic Holdings
Arizona
-$314K
3
9WM
9258 Wealth Management
Ohio
-$210K
4
Bank of America
Bank of America
North Carolina
-$199K
5
SFC
Strategic Financial Concepts
Texas
-$191K
Name Holding Trade Value Shares
Change 		Change in
Stake
PS
76
Principal Securities
Iowa
$23.9K +$22.9K +4,135 New
JP Morgan Chase
77
JP Morgan Chase
New York
$18.2K +$12.1K +2,180 +223%
IA
78
IFP Advisors
Florida
$14.8K +$376 +68 +3%
T
79
Tidemark
California
$13.8K +$13.3K +2,400 New
VWM
80
Venturi Wealth Management
Texas
$11.1K – – –
OLVIG
81
Oliver Lagore Vanvalin Investment Group
Michigan
$8.65K – – –
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$6.41K – – –
SIS
83
Sound Income Strategies
Florida
$5.34K – – –
GWSG
84
GPS Wealth Strategies Group
Colorado
$3.35K – – –
LFG
85
Larson Financial Group
Missouri
$1.73K – – –
SC
86
Stephens Consulting
Michigan
$1.15K – – –
TRCT
87
Tower Research Capital (TRC)
New York
$1.07K +$1.02K +185 New
9WM
88
9258 Wealth Management
Ohio
– -$210K -37,920 Closed
SFC
89
Strategic Financial Concepts
Texas
– -$191K -34,534 Closed
Truist Financial
90
Truist Financial
North Carolina
– -$160K -28,847 Closed
PCM
91
Pointe Capital Management
Michigan
– -$65.6K -11,850 Closed
BFEC
92
Benjamin F. Edwards & Company
Missouri
– -$33K -5,900 Closed
CA
93
Clearstead Advisors
Ohio
– -$13.3K -2,400 Closed
1 2 3
4

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.