We are live on ! Find out more
CHW

Calamos Global Dynamic Income Fund
CHW

62 hedge funds and large institutions have $69M invested in Calamos Global Dynamic Income Fund in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 16

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

0% more funds holding

Funds holding: 62 → 62 (0)

4.57% less ownership

Funds ownership: 19.57% → 15.01% (-4.6%)

14% less capital invested

Capital invested by funds: $80.5M → $69M (-$11.5M)

Holders
62
Holders Change
–
Holders Change %
0%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
20
Reduced
16
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.39M
2
Millennium Management
Millennium Management
New York
+$1.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.19M
4
LPL Financial
LPL Financial
California
+$678K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$642K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$17.3M
2
VIA
Vident Investment Advisory
Georgia
-$4.63M
3
SFS
Shaker Financial Services
Virginia
-$3.38M
4
LCM
Laurion Capital Management
New York
-$1.47M
5
FIMG
Financial & Investment Management Group
Michigan
-$801K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$17.5M +$3.39M +450,689 +25%
Wells Fargo
2
Wells Fargo
California
$7.07M -$313K -41,510 -4%
AAM
3
Advisors Asset Management
Colorado
$7.05M +$562K +74,617 +9%
GC
4
Guggenheim Capital
Illinois
$5.03M +$111K +14,794 +2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.49M +$1.19M +157,645 +38%
MGAM
6
McGowan Group Asset Management
Texas
$4.4M -$17.2K -2,284 -0.4%
LPL Financial
7
LPL Financial
California
$3.15M +$678K +90,013 +29%
Millennium Management
8
Millennium Management
New York
$2.06M +$1.7M +226,164 +593%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$2.02M -$1.96K -260 -0.1%
Bank of America
10
Bank of America
North Carolina
$1.55M -$213K -28,310 -12%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.52M +$642K +85,200 +78%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.32M +$3.8K +505 +0.3%
RJA
13
Raymond James & Associates
Florida
$1.28M +$169K +22,469 +16%
UBS Group
14
UBS Group
Switzerland
$976K -$17.3M -2,297,940 -95%
JWM
15
Jacobus Wealth Management
Wisconsin
$899K +$18.9K +2,505 +2%
Invesco
16
Invesco
Georgia
$899K +$202K +26,767 +30%
CP
17
Camelot Portfolios
Ohio
$738K +$16.4K +2,180 +2%
BRWA
18
B. Riley Wealth Advisors
Florida
$567K +$99.5K +13,209 +22%
BC
19
Brinker Capital
Pennsylvania
$530K +$511K +67,901 New
AG
20
Advisor Group
Arizona
$516K +$23.3K +3,100 +5%
CAN
21
Cetera Advisor Networks
California
$465K +$17.3K +2,300 +4%
FIMG
22
Financial & Investment Management Group
Michigan
$457K -$801K -106,347 -64%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$398K -$85.5K -11,351 -18%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$390K +$75.3K +10,000 +25%
CWM
25
Concert Wealth Management
California
$316K – – –
1
2 3

CHW Hedge Fund Activity: Q1 2017 in Review

62 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Calamos Global Dynamic Income Fund (CHW) for Q1 2017, worth a combined $69M — down 14% from $80.5M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new CHW positions and 10 closed out — a net gain of 1 holder — while 20 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.39M. The largest seller was UBS Group, cutting an estimated $17.3M.

  • 62 institutional investors held Calamos Global Dynamic Income Fund (CHW) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $69M of Calamos Global Dynamic Income Fund stock for Q1 2017, down 14% quarter-over-quarter.
  • 11 funds opened new Calamos Global Dynamic Income Fund positions in Q1 2017 and 10 closed out, a net change of +1 holder.
  • The largest Calamos Global Dynamic Income Fund buyer in Q1 2017 was Morgan Stanley, an estimated $3.39M added.
  • The largest Calamos Global Dynamic Income Fund seller in Q1 2017 was UBS Group, an estimated $17.3M sold.

Based on aggregated 13F filings for Q1 2017.