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CHW

Calamos Global Dynamic Income Fund
CHW

80 hedge funds and large institutions have $74M invested in Calamos Global Dynamic Income Fund in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 21

11% more capital invested

Capital invested by funds: $66.4M → $74M (+$7.58M)

1.22% more ownership

Funds ownership: 18.64% → 19.86% (+1.2%)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

1% less funds holding

Funds holding: 81 → 80 (-1)

Holders
80
Holders Change
-1
Holders Change %
-1.23%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
27
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MP
Mangrove Partners
Connecticut
+$4.02M
2
WAM
Wolverine Asset Management
Illinois
+$835K
3
Morgan Stanley
Morgan Stanley
New York
+$794K
4
PAG
Private Advisor Group
New Jersey
+$491K
5
SFS
Shaker Financial Services
Virginia
+$412K

Top Sellers

1
LPL Financial
LPL Financial
California
-$1.2M
2
Bank of America
Bank of America
North Carolina
-$478K
3
GC
Guggenheim Capital
Illinois
-$448K
4
EC
Elequin Capital
New York
-$271K
5
SPC
Sigma Planning Corp
Michigan
-$231K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$30M +$794K +131,189 +3%
AAM
2
Advisors Asset Management
Colorado
$5.46M +$404K +66,713 +8%
MP
3
Mangrove Partners
Connecticut
$3.98M +$4.02M +664,802 New
GC
4
Guggenheim Capital
Illinois
$3.9M -$448K -73,981 -10%
Baird Financial Group
5
Baird Financial Group
Wisconsin
$3.8M +$69.7K +11,517 +2%
WAM
6
Wolverine Asset Management
Illinois
$3.68M +$835K +137,982 +29%
SFS
7
Shaker Financial Services
Virginia
$2.77M +$412K +68,129 +17%
LPL Financial
8
LPL Financial
California
$2.16M -$1.2M -197,930 -35%
Ameriprise
9
Ameriprise
Minnesota
$1.5M +$26.9K +4,450 +2%
PAG
10
Private Advisor Group
New Jersey
$1.36M +$491K +81,125 +55%
Wells Fargo
11
Wells Fargo
California
$1.27M +$8.6K +1,421 +0.7%
RCM
12
Rivernorth Capital Management
Florida
$1.22M +$172K +28,415 +16%
UBS Group
13
UBS Group
Switzerland
$1.08M -$104K -17,133 -9%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$838K -$18K -2,981 -2%
RJA
15
Raymond James & Associates
Florida
$797K +$59.5K +9,839 +8%
Osaic Holdings
16
Osaic Holdings
Arizona
$682K -$123K -20,392 -15%
LCM
17
Landscape Capital Management
New Jersey
$639K +$5.6K +925 +0.9%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$586K +$37.2K +6,148 +7%
NA
19
NewEdge Advisors
Louisiana
$455K +$37.7K +6,228 +9%
CPIG
20
Chicago Partners Investment Group
Illinois
$440K +$209K +34,613 +88%
Bank of America
21
Bank of America
North Carolina
$416K -$478K -78,975 -53%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$411K +$25.2K +4,160 +6%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$398K – – –
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$337K -$30.3K -5,000 -8%
CG
25
Colony Group
Massachusetts
$318K +$112K +18,540 +53%
1
2 3 4

CHW Hedge Fund Activity: Q1 2023 in Review

80 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Calamos Global Dynamic Income Fund (CHW) for Q1 2023, worth a combined $74M — up 11% from $66.4M a quarter earlier.

Fund positioning in CHW was balanced in Q1 2023: 10 funds opened new positions, 10 closed out, 27 added to existing stakes and 21 trimmed.

The largest buyer was Mangrove Partners, opening a new position worth an estimated $4.02M. The largest seller was LPL Financial, cutting an estimated $1.2M.

  • 80 institutional investors held Calamos Global Dynamic Income Fund (CHW) as of Q1 2023, down from 81 in Q4 2022.
  • Funds reported $74M of Calamos Global Dynamic Income Fund stock for Q1 2023, up 11% quarter-over-quarter.
  • 10 funds opened new Calamos Global Dynamic Income Fund positions in Q1 2023 and 10 closed out, a net change of 0 holders.
  • The largest Calamos Global Dynamic Income Fund buyer in Q1 2023 was Mangrove Partners, an estimated $4.02M added.
  • The largest Calamos Global Dynamic Income Fund seller in Q1 2023 was LPL Financial, an estimated $1.2M sold.

Based on aggregated 13F filings for Q1 2023.