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CHW

Calamos Global Dynamic Income Fund

50 hedge funds and large institutions have $72.3M invested in Calamos Global Dynamic Income Fund in 2013 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

2% more funds holding

Funds holding: 4950 (+1)

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

1% more capital invested

Capital invested by funds: $71.4M → $72.3M (+$947K)

0.55% less ownership

Funds ownership: 13.79%13.24% (-0.55%)

Holders
50
Holders Change
+1
Holders Change %
+2.04%
% of All Funds
1.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
17
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$12.7M -$2.27M -257,959 -15%
Wells Fargo
2
Wells Fargo
California
$11.5M -$32.3K -3,674 -0.3%
Morgan Stanley
3
Morgan Stanley
New York
$6.36M -$446K -50,746 -7%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.18M +$120K +13,638 +2%
WAM
5
Wolverine Asset Management
Illinois
$4.78M +$574K +65,397 +14%
GC
6
Guggenheim Capital
Illinois
$4.7M -$115K -13,043 -2%
Invesco
7
Invesco
Georgia
$3.46M -$263K -29,954 -7%
1832 Asset Management
8
1832 Asset Management
Ontario, Canada
$3.37M +$906K +103,108 +38%
BTS
9
BB&T Securities
Virginia
$2.5M
U
10
UBS
Switzerland
$1.79M +$672K +76,513 +62%
RCM
11
Rivernorth Capital Management
Florida
$1.56M -$73.3K -8,349 -5%
JWM
12
Jacobus Wealth Management
Wisconsin
$1.4M +$88.7K +10,100 +7%
LPL Financial
13
LPL Financial
California
$1.38M +$9.91K +1,128 +0.7%
CA
14
Cornerstone Advisors
North Carolina
$1.18M -$144K -16,417 -11%
RJA
15
Raymond James & Associates
Florida
$1M -$48.1K -5,472 -5%
SCM
16
Saba Capital Management
New York
$1M +$269K +30,600 +38%
B
17
Baird
Wisconsin
$954K -$41.9K -4,767 -4%
SG Americas Securities
18
SG Americas Securities
New York
$808K +$791K +90,101 New
CP
19
Camelot Portfolios
Ohio
$608K +$37.8K +4,298 +7%
IMS
20
Index Management Solutions
Pennsylvania
$527K +$373K +42,512 +262%
FAAS
21
First Allied Advisory Services
California
$482K
CWM
22
Concert Wealth Management
California
$399K +$826 +94 +0.2%
TC
23
TFS Capital
Pennsylvania
$391K -$547K -62,257 -59%
AIG
24
American International Group
New York
$388K +$97K +11,047 +34%
FNBT
25
FineMark National Bank & Trust
Florida
$305K +$59.3K +6,750 +25%

CHW Hedge Fund Activity: Q4 2013 in Review

50 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Calamos Global Dynamic Income Fund (CHW) for Q4 2013, worth a combined $72.3M — up 1.3% from $71.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new CHW positions and 6 closed out — a net gain of 1 holder — while 17 added to existing stakes and 16 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $906K. The largest seller was Advisors Asset Management, cutting an estimated $2.27M.

  • 50 institutional investors held Calamos Global Dynamic Income Fund (CHW) as of Q4 2013, up from 49 in Q3 2013.
  • Funds reported $72.3M of Calamos Global Dynamic Income Fund stock for Q4 2013, up 1.3% quarter-over-quarter.
  • 7 funds opened new Calamos Global Dynamic Income Fund positions in Q4 2013 and 6 closed out, a net change of +1 holder.
  • The largest Calamos Global Dynamic Income Fund buyer in Q4 2013 was 1832 Asset Management, an estimated $906K added.
  • The largest Calamos Global Dynamic Income Fund seller in Q4 2013 was Advisors Asset Management, an estimated $2.27M sold.

Based on aggregated 13F filings for Q4 2013.