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Calamos Dynamic Convertible & Income Fund

CCD
Exchange
Nasdaq
SEC CIK
0001602584

In the last 90 days, Calamos Dynamic Convertible & Income Fund insiders filed 1 open-market purchase and 0 sales; 77 institutions reported holding it in 13F filings for Q2 2026, worth $107.4M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Calamos Dynamic Convertible & Income Fund as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
64
No complete 13F data for Q4 2020
Shares held
4.50M
No complete 13F data for Q4 2020
Total value
$136.3M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting CCD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 64 institutions
Q1 2021: 64 institutionsQ2 2021: 67 institutionsQ3 2021: 73 institutionsQ4 2021: 68 institutionsQ1 2022: 64 institutionsQ2 2022: 54 institutionsQ3 2022: 53 institutionsQ4 2022: 50 institutionsQ1 2023: 56 institutionsQ2 2023: 57 institutionsQ3 2023: 62 institutionsQ4 2023: 64 institutionsQ1 2024: 60 institutionsQ2 2024: 60 institutionsQ3 2024: 67 institutionsQ4 2024: 67 institutionsQ1 2025: 65 institutionsQ2 2025: 64 institutionsQ3 2025: 72 institutionsQ4 2025: 72 institutionsQ1 2026: 65 institutionsQ2 2026: 77 institutions
Value heldQ1 2021: $136.3M
Q1 2021: $136.3MQ2 2021: $142.5MQ3 2021: $127.6MQ4 2021: $136.9MQ1 2022: $95.9MQ2 2022: $88.3MQ3 2022: $83.6MQ4 2022: $84.0MQ1 2023: $87.6MQ2 2023: $95.0MQ3 2023: $79.5MQ4 2023: $85.6MQ1 2024: $93.2MQ2 2024: $95.8MQ3 2024: $113.3MQ4 2024: $102.9MQ1 2025: $89.2MQ2 2025: $88.1MQ3 2025: $94.8MQ4 2025: $88.7MQ1 2026: $82.7MQ2 2026: $107.4M
Institutions holding CCD and their total value by quarter
QuarterHoldersValue
Q2 202677$107.4M
Q1 202665$82.7M
Q4 202572$88.7M
Q3 202572$94.8M
Q2 202564$88.1M
Q1 202565$89.2M
Q4 202467$102.9M
Q3 202467$113.3M
Q2 202460$95.8M
Q1 202460$93.2M
Q4 202364$85.6M
Q3 202362$79.5M
Q2 202357$95.0M
Q1 202356$87.6M
Q4 202250$84.0M
Q3 202253$83.6M
Q2 202254$88.3M
Q1 202264$95.9M
Q4 202168$136.9M
Q3 202173$127.6M
Q2 202167$142.5M
Q1 202164$136.3M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Calamos Dynamic Convertible & Income Fund.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding CCD in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Wells Fargo & Company812,863$26.0M0.01%––
Advisors Asset Management, Inc.528,215$16.9M0.26%––
Guggenheim Capital LLC344,092$11.0M0.07%––
Bank of America Corp264,066$8.45M0.00%––
D.A. Davidson & Co.243,583$7.79M0.10%––
Raymond James Financial Services Advisors, Inc.184,300$5.89M0.01%––
Raymond James & Associates177,512$5.68M0.01%––
Morgan Stanley162,296$5.19M0.00%––
UBS Group AG143,431$4.59M0.00%––
Ameriprise Financial Inc140,569$4.50M0.00%––
Truist Financial Corp136,904$4.38M0.01%––
Royal Bank of Canada115,407$3.69M0.00%––
Commonwealth Equity Services, LLC112,176$3.59M0.01%––
LPL Financial LLC82,720$2.65M0.00%––
Cambridge Investment Research Advisors, Inc.65,765$2.10M0.01%––
Invesco Ltd.61,463$1.97M0.00%––
Quad-Cities Investment Group, LLC54,453$1.74M1.32%––
Cohen & Steers, Inc.54,049$1.73M0.00%––
Cetera Advisor Networks LLC51,351$1.64M0.03%––
Envestnet Asset Management Inc51,280$1.64M0.00%––
Professional Financial Advisors, LLC45,257$1.45M0.90%––
Mutual Advisors, LLC39,875$1.27M0.09%––
Janney Montgomery Scott LLC31,685$1.01M0.00%––
Arete Wealth Advisors, LLC28,478$911.0K0.12%––
Mercer Global Advisors Inc25,736$823.0K0.01%––
Financial Partners Group, Inc22,054$705.0K0.20%––
Wedbush Securities Inc21,332$682.0K0.04%––
DCM Advisors, LLC15,308$490.0K0.29%––
Paragon Wealth Strategies, LLC14,555$465.0K0.14%––
Stifel Financial Corp14,215$455.0K0.00%––
Proequities, Inc.13,364$427.0K0.03%––
Oppenheimer & Co Inc12,951$414.0K0.01%––
Summit X, LLC12,790$411.0K0.11%––
Kestra Advisory Services, LLC11,942$382.0K0.00%––
Cetera Advisors LLC11,625$372.0K0.01%––
Ford Financial Group, LLC11,237$359.0K0.15%––
Advisor Group Holdings, Inc.10,115$325.0K0.00%––
National Asset Management, Inc.10,101$324.0K0.01%––
Mid Atlantic Financial Management Inc10,035$321.0K0.02%––
Synovus Financial Corp9,868$317.0K0.00%––
Citadel Advisors LLC9,614$307.0K0.00%––
Lakeview Capital Partners, LLC9,262$296.0K0.13%––
Sigma Planning Corp8,705$278.0K0.01%––
The PNC Financial Services Group, Inc.8,654$276.0K0.00%––
Ahrens Investment Partners LLC8,110$259.0K0.13%––
Intersect Capital LLC250,000$250.0K0.05%––
Legacy Wealth Planning, LLC7,586$243.0K0.31%––
MML Investors Services, LLC6,635$212.0K0.00%––
Graves-Light Private Wealth Management, Inc.6,000$192.0K0.03%––
Belpointe Asset Management LLC5,545$177.0K0.02%––
Allred Capital Management, LLC4,775$152.7K0.07%––
International Assets Investment Management, LLC4,410$124.0K0.01%––
Harbour Investments, Inc.3,777$121.0K0.00%––
Northwestern Mutual Wealth Management Co3,528$112.0K0.00%––
NEXT Financial Group, Inc2,045$65.0K0.01%––
Atlas Private Wealth Advisors2,020$65.0K0.04%––
Accel Wealth Management1,809$58.0K0.05%––
Core Wealth Advisors, Inc.1,300$42.0K0.04%––
Liberty Wealth Management LLC694$20.0K0.01%––
Gemmer Asset Management LLC450$14.0K0.00%––
Stonebridge Capital Advisors LLC300$10.0K0.00%––
American Portfolios Advisors284$9.08K0.00%––
Panagora Asset Management Inc50$2.00K0.00%––
Global Wealth Management Investment Advisory, Inc.5$00.00%––