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CHW

Calamos Global Dynamic Income Fund

53 hedge funds and large institutions have $79.5M invested in Calamos Global Dynamic Income Fund in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more capital invested

Capital invested by funds: $58M → $79.5M (+$21.5M)

20% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 15

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

2.93% more ownership

Funds ownership: 12.51%15.45% (+2.9%)

0% more funds holding

Funds holding: 5353 (0)

Holders
53
Holders Change
Holders Change %
0%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
18
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$33.6M +$10.3M +1,238,033 +47%
GC
2
Guggenheim Capital
Illinois
$8.95M +$481K +57,842 +6%
AAM
3
Advisors Asset Management
Colorado
$5.13M +$678K +81,625 +16%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.54M +$103K +12,362 +3%
Baird Financial Group
5
Baird Financial Group
Wisconsin
$3.4M -$31.9K -3,840 -1%
Wells Fargo
6
Wells Fargo
California
$3.01M -$428K -51,552 -13%
Ameriprise
7
Ameriprise
Minnesota
$2.53M +$325K +39,105 +16%
CC
8
Claybrook Capital
Massachusetts
$2.47M +$588K +70,713 +33%
BAM
9
Belpointe Asset Management
Nevada
$2.18M +$2.09M +251,134 New
RJA
10
Raymond James & Associates
Florida
$1.27M -$158K -19,052 -11%
LPL Financial
11
LPL Financial
California
$1.15M +$786K +94,587 +253%
TWM
12
Titus Wealth Management
California
$1.02M +$137K +16,500 +16%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$981K +$43.1K +5,180 +5%
9WM
14
9258 Wealth Management
Ohio
$923K -$86.9K -10,450 -9%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$907K -$25.8K -3,107 -3%
AG
16
Advisor Group
Arizona
$859K +$95.4K +11,475 +13%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$782K
Invesco
18
Invesco
Georgia
$764K -$156K -18,810 -18%
UBS Group
19
UBS Group
Switzerland
$752K -$5.02K -604 -0.7%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$618K -$5.09K -612 -0.9%
CRC
21
Curi RMB Capital
Illinois
$611K -$78.9K -9,490 -12%
Bank of America
22
Bank of America
North Carolina
$601K +$190K +22,905 +50%
IFWM
23
Institute for Wealth Management
Colorado
$370K
SPC
24
Sigma Planning Corp
Michigan
$285K +$76.1K +9,150 +39%
MAFM
25
Mid Atlantic Financial Management
Pennsylvania
$272K -$139K -16,700 -35%

CHW Hedge Fund Activity: Q4 2019 in Review

53 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Calamos Global Dynamic Income Fund (CHW) for Q4 2019, worth a combined $79.5M — up 37% from $58M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new CHW positions and 6 closed out — a net gain of 1 holder — while 18 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.3M. The largest seller was Wells Fargo, cutting an estimated $428K.

  • 53 institutional investors held Calamos Global Dynamic Income Fund (CHW) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $79.5M of Calamos Global Dynamic Income Fund stock for Q4 2019, up 37% quarter-over-quarter.
  • 7 funds opened new Calamos Global Dynamic Income Fund positions in Q4 2019 and 6 closed out, a net change of +1 holder.
  • The largest Calamos Global Dynamic Income Fund buyer in Q4 2019 was Morgan Stanley, an estimated $10.3M added.
  • The largest Calamos Global Dynamic Income Fund seller in Q4 2019 was Wells Fargo, an estimated $428K sold.

Based on aggregated 13F filings for Q4 2019.