Calamos Global Dynamic Income Fund
CHW
58 hedge funds and large institutions have $77.2M invested in Calamos Global Dynamic Income Fund in 2016 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 11 closing their positions.
3.34% less ownership
Funds ownership: 20.75% → 17.41% (-3.3%)
5% less funds holding
Funds holding: 61 → 58 (-3)
10% less capital invested
Capital invested by funds: $86M → $77.2M (-$8.79M)
15% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 20
27% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.53M |
| 2 |
VIA
Vident Investment Advisory
Alpharetta,
Georgia
|
+$699K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$562K |
| 4 |
JWM
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
+$487K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$295K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$3.9M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$2.24M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$2.18M |
| 4 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$2.11M |
| 5 |
MIG
Mariner Investment Group
Harrison,
New York
|
-$2.09M |
CHW Hedge Fund Activity: Q3 2016 in Review
58 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Calamos Global Dynamic Income Fund (CHW) for Q3 2016, worth a combined $77.2M — down 10% from $86M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of CHW and 8 opened new positions — a net loss of 3 holders — while 20 trimmed existing stakes and 17 added.
The largest buyer was UBS Group, adding an estimated $1.53M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $3.9M sold.
- 58 institutional investors held Calamos Global Dynamic Income Fund (CHW) as of Q3 2016, down from 61 in Q2 2016.
- Funds reported $77.2M of Calamos Global Dynamic Income Fund stock for Q3 2016, down 10% quarter-over-quarter.
- 8 funds opened new Calamos Global Dynamic Income Fund positions in Q3 2016 and 11 closed out, a net change of -3 holders.
- The largest Calamos Global Dynamic Income Fund buyer in Q3 2016 was UBS Group, an estimated $1.53M added.
- The largest Calamos Global Dynamic Income Fund seller in Q3 2016 was Wolverine Asset Management, an estimated $3.9M sold.
Based on aggregated 13F filings for Q3 2016.