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.
Q1 2023 vs. Q4 2022
How the institutions holding Calamos Dynamic Convertible & Income Fund changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Of which not filed for Q1 2023 | Q1 2023 | Change |
|---|---|---|---|---|
| Holders | 50 | 1 | 56 | +7 |
| Shares | 4.10M | 74.4K | 4.39M | +359.0K (+8.9%) |
| Value | $84.0M | $1.53M | $87.6M | +$5.11M (+6.2%) |
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (10)
Institutions that held Calamos Dynamic Convertible & Income Fund at the end of Q1 2023 but not at the end of Q4 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Capital CS Group, LLC | 19,838 | $422.6K | 0.40% |
| RVW Wealth, LLC | 12,903 | $274.8K | 0.03% |
| Oppenheimer & Co Inc | 10,423 | $222.0K | 0.00% |
| Perennial Investment Advisors, LLC | 10,038 | $213.8K | 0.04% |
| Tempus Wealth Planning, LLC | 9,616 | $204.8K | 0.10% |
| Graves-Light Private Wealth Management, Inc. | 6,000 | $127.8K | 0.02% |
| Investors Research Corp | 2,138 | $45.5K | 0.01% |
| Ahrens Investment Partners LLC | 1,405 | $29.9K | 0.01% |
| Householder Group Estate & Retirement Specialist, LLC | 1,195 | $25.0K | 0.01% |
| Sunbelt Securities, Inc. | 350 | $7.34K | 0.00% |
Sold out (3)
Institutions that held Calamos Dynamic Convertible & Income Fund at the end of Q4 2022 and filed for Q1 2023 without it.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Ford Financial Group, LLC | 11,238 | $230.3K |
| Rockefeller Capital Management L.P. | 5,809 | $119.0K |
| South State Corp. | 167 | $3.42K |
Not filed for Q1 2023 yet (1)
Institutions that held Calamos Dynamic Convertible & Income Fund at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| CoreCap Advisors, LLC | 74,443 | $1.53M |