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Calamos Global Dynamic Income Fund

79 hedge funds and large institutions have $80.4M invested in Calamos Global Dynamic Income Fund in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

3% more funds holding

Funds holding: 7779 (+2)

1.34% more ownership

Funds ownership: 21.39%22.73% (+1.3%)

2% less capital invested

Capital invested by funds: $82.3M → $80.4M (-$1.88M)

4% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 25

Holders
79
Holders Change
+2
Holders Change %
+2.6%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
24
Reduced
25
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
$29.3M +$983K +164,872 +3%
AAM
2
Advisors Asset Management
Colorado
$9.33M +$2.33M +391,575 +30%
Baird Financial Group
3
Baird Financial Group
Wisconsin
$5.05M +$1.03M +173,370 +24%
LPL Financial
4
LPL Financial
California
$4.84M +$2.61M +437,639 +100%
MP
5
Mangrove Partners
Connecticut
$3.68M
GC
6
Guggenheim Capital
Illinois
$3.52M -$357K -59,799 -9%
RL
7
RPO LLC
Connecticut
$2.28M +$249K +41,839 +11%
SFS
8
Shaker Financial Services
Virginia
$2.13M -$402K -67,425 -15%
PAG
9
Private Advisor Group
New Jersey
$1.79M +$286K +47,900 +17%
AA
10
AQR Arbitrage
Connecticut
$1.69M +$1.25M +209,723 +222%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.47M -$203K -33,982 -11%
Ameriprise
12
Ameriprise
Minnesota
$1.39M +$1.19K +200 +0.1%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$1.15M +$1.24M +207,821 New
UBS Group
14
UBS Group
Switzerland
$924K -$20.3K -3,404 -2%
Osaic Holdings
15
Osaic Holdings
Arizona
$823K +$293K +49,156 +49%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$778K +$42K +7,039 +5%
RJA
17
Raymond James & Associates
Florida
$733K -$25.1K -4,217 -3%
BFM
18
Boothbay Fund Management
New York
$634K +$249K +41,839 +58%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$549K -$1.22K -204 -0.2%
Bank of America
20
Bank of America
North Carolina
$432K -$22.5K -3,775 -5%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$426K
NA
22
NewEdge Advisors
Louisiana
$420K -$24.2K -4,054 -5%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$394K +$1.68K +281 +0.4%
Comerica Bank
24
Comerica Bank
Texas
$356K +$383K +64,261 New
CPIG
25
Chicago Partners Investment Group
Illinois
$331K -$92K -15,439 -20%