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CHW

Calamos Global Dynamic Income Fund

87 hedge funds and large institutions have $123M invested in Calamos Global Dynamic Income Fund in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

52% more capital invested

Capital invested by funds: $80.4M → $123M (+$42.1M)

43% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 21

10.52% more ownership

Funds ownership: 22.73%33.24% (+11%)

10% more funds holding

Funds holding: 7987 (+8)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
87
Holders Change
+8
Holders Change %
+10.13%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
30
Reduced
21
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
$60.1M +$28.3M +5,120,561 +97%
AAM
2
Advisors Asset Management
Colorado
$8.05M -$1.6M -289,202 -17%
MP
3
Mangrove Partners
Connecticut
$6.79M +$2.84M +512,255 +77%
Baird Financial Group
4
Baird Financial Group
Wisconsin
$6.47M +$1.17M +211,132 +23%
LPL Financial
5
LPL Financial
California
$5.29M +$232K +41,841 +5%
GC
6
Guggenheim Capital
Illinois
$4.23M +$542K +97,979 +15%
AA
7
AQR Arbitrage
Connecticut
$2.81M +$1.01M +182,928 +60%
SFS
8
Shaker Financial Services
Virginia
$2.69M +$429K +77,561 +20%
RL
9
RPO LLC
Connecticut
$2.37M
WAM
10
Wolverine Asset Management
Illinois
$2.34M +$2.11M +381,999 +1,582%
PAG
11
Private Advisor Group
New Jersey
$2.15M +$278K +50,280 +16%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.4M -$122K -22,035 -8%
Ameriprise
13
Ameriprise
Minnesota
$1.4M -$46.6K -8,421 -3%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$1.15M -$44.3K -8,000 -4%
UBS Group
15
UBS Group
Switzerland
$975K +$12.1K +2,177 +1%
LCM
16
Landscape Capital Management
New Jersey
$928K +$658K +118,781 +283%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$842K +$29.7K +5,363 +4%
RJA
18
Raymond James & Associates
Florida
$750K -$13.7K -2,483 -2%
BFM
19
Boothbay Fund Management
New York
$660K
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$576K +$4.42K +799 +0.8%
FSI
21
Flow State Investments
Illinois
$533K +$440K +79,505 +615%
Osaic Holdings
22
Osaic Holdings
Arizona
$530K -$314K -56,633 -38%
NA
23
NewEdge Advisors
Louisiana
$489K +$46.7K +8,428 +11%
Comerica Bank
24
Comerica Bank
Texas
$482K +$107K +19,282 +30%
LSC
25
Logan Stone Capital
Illinois
$478K +$459K +82,883 New

CHW Hedge Fund Activity: Q4 2023 in Review

87 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Calamos Global Dynamic Income Fund (CHW) for Q4 2023, worth a combined $123M — up 52% from $80.4M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new CHW positions and 6 closed out — a net gain of 10 holders — while 30 added to existing stakes and 21 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $28.3M. The largest seller was Advisors Asset Management, cutting an estimated $1.6M.

  • 87 institutional investors held Calamos Global Dynamic Income Fund (CHW) as of Q4 2023, up from 79 in Q3 2023.
  • Funds reported $123M of Calamos Global Dynamic Income Fund stock for Q4 2023, up 52% quarter-over-quarter.
  • 16 funds opened new Calamos Global Dynamic Income Fund positions in Q4 2023 and 6 closed out, a net change of +10 holders.
  • The largest Calamos Global Dynamic Income Fund buyer in Q4 2023 was Morgan Stanley, an estimated $28.3M added.
  • The largest Calamos Global Dynamic Income Fund seller in Q4 2023 was Advisors Asset Management, an estimated $1.6M sold.

Based on aggregated 13F filings for Q4 2023.