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 2024 vs. Q4 2023
How the institutions holding Calamos Dynamic Convertible & Income Fund changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Of which not filed for Q1 2024 | Q1 2024 | Change |
|---|---|---|---|---|
| Holders | 64 | 2 | 60 | −2 |
| Shares | 4.33M | 18.8K | 4.28M | −34.1K (−0.8%) |
| Value | $85.6M | $372.3K | $93.2M | +$7.96M (+9.3%) |
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (9)
Institutions that held Calamos Dynamic Convertible & Income Fund at the end of Q1 2024 but not at the end of Q4 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Samalin Investment Counsel, LLC | 26,639 | $580.7K | 0.28% |
| Rockefeller Capital Management L.P. | 16,992 | $370.4K | 0.00% |
| Raymond James Trust N.A. | 13,670 | $298.0K | 0.01% |
| GWM Advisors LLC | 9,300 | $202.7K | 0.00% |
| Integrated Wealth Concepts LLC | 9,290 | $202.5K | 0.00% |
| Quad-Cities Investment Group, LLC | 9,232 | $201.3K | 0.12% |
| Northwestern Mutual Wealth Management Co | 1,500 | $32.7K | 0.00% |
| Allworth Financial LP | 1,244 | $27.1K | 0.00% |
| Ancora Advisors, LLC | 500 | $10.9K | 0.00% |
Sold out (11)
Institutions that held Calamos Dynamic Convertible & Income Fund at the end of Q4 2023 and filed for Q1 2024 without it.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Landscape Capital Management, L.L.C. | 47,518 | $939.9K |
| Wolverine Asset Management LLC | 30,240 | $598.1K |
| SFI Advisors, LLC | 29,341 | $580.4K |
| Susquehanna International Group, LLP | 19,789 | $391.4K |
| RVW Wealth, LLC | 12,903 | $255.2K |
| Elequin Capital LP | 9,809 | $194.0K |
| JPMorgan Chase & Co | 1,315 | $26.0K |
| McIlrath & Eck, LLC | 874 | $17.3K |
| Creekmur Asset Management LLC | 677 | $13.4K |
| Gradient Investments LLC | 161 | $3.19K |
| FMR LLC | 1 | $20 |
Not filed for Q1 2024 yet (2)
Institutions that held Calamos Dynamic Convertible & Income Fund at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Paragon Wealth Strategies, LLC | 18,311 | $362.2K |
| Baystate Wealth Management LLC | 510 | $10.1K |