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CHW

Calamos Global Dynamic Income Fund

61 hedge funds and large institutions have $81.9M invested in Calamos Global Dynamic Income Fund in 2017 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 2

20% more funds holding

Funds holding: 5161 (+10)

6% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 17

0% more capital invested

Capital invested by funds: $81.9M → $81.9M (+$69.3K)

0.05% less ownership

Funds ownership: 15.35%15.29% (-0.05%)

Holders
61
Holders Change
+10
Holders Change %
+19.61%
% of All Funds
1.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
18
Reduced
17
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$33.7M +$2.56M +281,585 +8%
GC
2
Guggenheim Capital
Illinois
$8.92M +$1.03M +112,937 +13%
AAM
3
Advisors Asset Management
Colorado
$7.78M -$785K -86,330 -9%
Wells Fargo
4
Wells Fargo
California
$4.96M -$288K -31,665 -5%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.53M +$41.8K +4,596 +1%
Invesco
6
Invesco
Georgia
$3.29M +$627K +68,995 +24%
Baird Financial Group
7
Baird Financial Group
Wisconsin
$2.11M -$29.8K -3,276 -1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.77M -$1.22M -133,884 -41%
RJA
9
Raymond James & Associates
Florida
$1.7M -$697K -76,664 -29%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.32M -$151K -16,619 -10%
AG
11
Advisor Group
Arizona
$1.28M +$43.9K +4,831 +4%
CRC
12
Curi RMB Capital
Illinois
$1.21M +$1.21M +133,185 New
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$933K -$283K -31,089 -23%
Bank of America
14
Bank of America
North Carolina
$909K -$551K -60,657 -38%
BRWA
15
B. Riley Wealth Advisors
Florida
$882K +$239K +26,319 +37%
UBS Group
16
UBS Group
Switzerland
$757K +$43.7K +4,803 +6%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$726K +$90.9K +10,000 +14%
TWM
18
Titus Wealth Management
California
$667K +$668K +73,492 New
CP
19
Camelot Portfolios
Ohio
$504K -$196K -21,580 -28%
IFWM
20
Institute for Wealth Management
Colorado
$444K +$19.4K +2,134 +5%
CCP
21
Cardan Capital Partners
Colorado
$352K +$44.6K +4,905 +14%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$346K -$1.28M -140,746 -79%
Ameriprise
23
Ameriprise
Minnesota
$299K +$12.1K +1,331 +4%
FNBT
24
FineMark National Bank & Trust
Florida
$276K
SPC
25
Sigma Planning Corp
Michigan
$237K +$5.54K +609 +2%

CHW Hedge Fund Activity: Q4 2017 in Review

61 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Calamos Global Dynamic Income Fund (CHW) for Q4 2017, worth a combined $81.9M — up 0.08% from $81.9M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new CHW positions and 2 closed out — a net gain of 11 holders — while 18 added to existing stakes and 17 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.56M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $1.28M.

  • 61 institutional investors held Calamos Global Dynamic Income Fund (CHW) as of Q4 2017, up from 51 in Q3 2017.
  • Funds reported $81.9M of Calamos Global Dynamic Income Fund stock for Q4 2017, up 0.08% quarter-over-quarter.
  • 13 funds opened new Calamos Global Dynamic Income Fund positions in Q4 2017 and 2 closed out, a net change of +11 holders.
  • The largest Calamos Global Dynamic Income Fund buyer in Q4 2017 was Morgan Stanley, an estimated $2.56M added.
  • The largest Calamos Global Dynamic Income Fund seller in Q4 2017 was Cambridge Investment Research Advisors, an estimated $1.28M sold.

Based on aggregated 13F filings for Q4 2017.