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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
NS
76
NBC Securities
Alabama
$63K -$396 -65 -0.7%
SPIA
77
Steward Partners Investment Advisory
New York
$51.4K
CA
78
Continuum Advisory
Idaho
$45.2K +$41.7K +6,832 New
GJWM
79
Gilliland Jeter Wealth Management
Arkansas
$32.5K +$30.5K +5,000 New
AF
80
Allworth Financial
California
$30.9K
EWA
81
EverSource Wealth Advisors
Alabama
$28.4K +$378 +62 +1%
PS
82
Principal Securities
Iowa
$26.9K
IA
83
IFP Advisors
Florida
$17.1K +$390 +64 +3%
T
84
Tidemark
California
$15.6K
BBPWM
85
Blue Bell Private Wealth Management
Pennsylvania
$13K +$12.2K +2,000 New
VWM
86
Venturi Wealth Management
Texas
$12.5K
OLVIG
87
Oliver Lagore Vanvalin Investment Group
Michigan
$9.77K
CWC
88
Carolinas Wealth Consulting
North Carolina
$7.81K +$7.32K +1,200 New
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$7.23K
BCMLT
90
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.51K +$6.1K +1,000 New
SIS
91
Sound Income Strategies
Florida
$6.02K
JP Morgan Chase
92
JP Morgan Chase
New York
$5.51K -$14.1K -2,311 -73%
LFG
93
Larson Financial Group
Missouri
$1.98K +$30 +5 +2%
SC
94
Stephens Consulting
Michigan
$1.3K
TRCT
95
Tower Research Capital (TRC)
New York
$710 -$464 -76 -41%
Fidelity Investments
96
Fidelity Investments
Massachusetts
$7 +$6 +1 New
Lido Advisors
97
Lido Advisors
California
-$200K -34,403 Closed
EC
98
Elequin Capital
New York
-$169K -29,373 Closed
WAM
99
Weiss Asset Management
Massachusetts
-$148K -25,588 Closed
AllianceBernstein
100
AllianceBernstein
Tennessee
-$115K -20,000 Closed

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.