Calamos Global Dynamic Income Fund
CHW- Exchange
- Nasdaq
- SEC CIK
- 0001396277
In the last 90 days, Calamos Global Dynamic Income Fund insiders filed 1 open-market purchase and 0 sales; 104 institutions reported holding it in 13F filings for Q2 2026, worth $195.5M in total; no superinvestor holds it.
13F holders, Q1 2023
Institutional positions in Calamos Global Dynamic Income Fund as of Mar 31, 2023. 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
- 80
- 0 vs. Q4 2022
- Shares held
- 12.7M
- +804.0K (+6.8%) vs. Q4 2022
- Total value
- $75.8M
- +$9.54M (+14.4%) vs. Q4 2022
- New holders
- 10
- 27 more added
- Sold out
- 10
- 21 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CHW 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 104 | $195.5M |
| Q1 2026 | 101 | $149.2M |
| Q4 2025 | 95 | $146.4M |
| Q3 2025 | 96 | $142.6M |
| Q2 2025 | 96 | $129.9M |
| Q1 2025 | 94 | $113.3M |
| Q4 2024 | 93 | $116.2M |
| Q3 2024 | 96 | $122.8M |
| Q2 2024 | 93 | $111.5M |
| Q1 2024 | 95 | $108.6M |
| Q4 2023 | 87 | $92.5M |
| Q3 2023 | 79 | $80.4M |
| Q2 2023 | 77 | $82.3M |
| Q1 2023 | 80 | $75.8M |
| Q4 2022 | 81 | $66.4M |
| Q3 2022 | 67 | $61.0M |
| Q2 2022 | 66 | $66.9M |
| Q1 2022 | 78 | $80.7M |
| Q4 2021 | 79 | $97.8M |
| Q3 2021 | 72 | $91.5M |
| Q2 2021 | 66 | $114.1M |
| Q1 2021 | 73 | $97.5M |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Calamos Global Dynamic Income Fund; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 5,016,830 | $30.0M | 0.00% | +131,189+2.7% | Added |
| Advisors Asset Management, Inc. | 912,287 | $5.46M | 0.11% | +66,713+7.9% | Added |
| Mangrove Partners | 664,802 | $3.98M | 0.40% | +664,802 | New |
| Guggenheim Capital LLC | 651,385 | $3.90M | 0.03% | −73,981−10.2% | Reduced |
| Baird Financial Group, Inc. | 635,882 | $3.80M | 0.01% | +11,517+1.8% | Added |
| Wolverine Asset Management LLC | 615,229 | $3.68M | 0.07% | +137,982+28.9% | Added |
| Shaker Financial Services, LLC | 462,858 | $2.77M | 1.21% | +68,129+17.3% | Added |
| LPL Financial LLC | 360,725 | $2.16M | 0.00% | −197,930−35.4% | Reduced |
| Commonwealth Equity Services, LLC | 302,398 | $1.81M | 0.00% | −17,850−5.6% | Reduced |
| Ameriprise Financial Inc | 250,810 | $1.50M | 0.00% | +4,450+1.8% | Added |
| Private Advisor Group, LLC | 227,313 | $1.36M | 0.01% | +81,125+55.5% | Added |
| Wells Fargo & Company | 212,168 | $1.27M | 0.00% | +1,421+0.7% | Added |
| Rivernorth Capital Management, LLC | 204,531 | $1.22M | 0.06% | +28,415+16.1% | Added |
| UBS Group AG | 180,125 | $1.08M | 0.00% | −17,133−8.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 140,137 | $838.0K | 0.00% | −2,981−2.1% | Reduced |
| Raymond James & Associates | 133,200 | $796.5K | 0.00% | +9,839+8.0% | Added |
| Advisor Group Holdings, Inc. | 114,031 | $681.9K | 0.00% | −20,392−15.2% | Reduced |
| Landscape Capital Management, L.L.C. | 106,888 | $639.2K | 0.09% | +925+0.9% | Added |
| Royal Bank of Canada | 97,990 | $586.0K | 0.00% | +6,148+6.7% | Added |
| GWM Advisors LLC | 78,314 | $455.5K | 0.01% | +6,228+8.6% | Added |
| Chicago Partners Investment Group LLC | 74,098 | $439.8K | 0.03% | +34,613+87.7% | Added |
| Bank of America Corp | 69,574 | $416.1K | 0.00% | −78,975−53.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 68,672 | $411.0K | 0.00% | +4,160+6.4% | Added |
| Bank of Montreal | 65,000 | $398.4K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 56,500 | $337.0K | 0.00% | −5,000−8.1% | Reduced |
| Colony Group LLC | 53,241 | $318.0K | 0.00% | +18,540+53.4% | Added |
| NWF Advisory Services Inc. | 49,800 | $299.8K | 0.07% | +49,800 | New |
| Janney Montgomery Scott LLC | 49,635 | $297.0K | 0.00% | −1,338−2.6% | Reduced |
| Susquehanna International Group, LLP | 49,306 | $294.9K | 0.00% | +1,808+3.8% | Added |
| Raymond James Trust N.A. | 46,797 | $280.0K | 0.01% | +7,502+19.1% | Added |
| Independent Financial Group, LLC | 41,970 | $251.0K | 0.02% | +100+0.2% | Added |
| 9258 Wealth Management, LLC | 41,472 | $248.0K | 0.05% | +82+0.2% | Added |
| Strategic Financial Concepts, LLC | 37,300 | $223.1K | 0.09% | +37,300 | New |
| Institute for Wealth Management, LLC. | 37,244 | $222.7K | 0.04% | −4,340−10.4% | Reduced |
| National Asset Management, Inc. | 35,777 | $213.9K | 0.01% | +655+1.9% | Added |
| Claybrook Capital, LLC | 34,403 | $205.7K | 0.11% | 00.0% | Unchanged |
| Elequin Capital LP | 30,092 | $179.9K | 0.13% | −44,791−59.8% | Reduced |
| Calamos Wealth Management LLC | 29,748 | $177.9K | 0.01% | +29,748 | New |
| Truist Financial Corp | 28,778 | $172.1K | 0.00% | +2,435+9.2% | Added |
| Kestra Advisory Services, LLC | 27,539 | $164.7K | 0.00% | −3,496−11.3% | Reduced |
| Stifel Financial Corp | 24,729 | $147.9K | 0.00% | +510+2.1% | Added |
| Harbour Investments, Inc. | 23,266 | $139.1K | 0.01% | −706−2.9% | Reduced |
| Atria Wealth Solutions, Inc. | 20,658 | $123.5K | 0.00% | +20,658 | New |
| Cetera Investment Advisers | 18,788 | $112.4K | 0.00% | −3,000−13.8% | Reduced |
| San Luis Wealth Advisors LLC | 18,547 | $111.0K | 0.04% | 00.0% | Unchanged |
| L.M. Kohn & Company | 17,594 | $105.2K | 0.04% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 17,289 | $103.4K | 0.00% | +139+0.8% | Added |
| XML Financial, LLC | 17,200 | $102.9K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 16,210 | $96.9K | 0.00% | −38,218−70.2% | Reduced |
| IHT Wealth Management, LLC | 16,045 | $95.9K | 0.01% | 00.0% | Unchanged |
| Capital CS Group, LLC | 15,658 | $93.6K | 0.09% | −3,496−18.3% | Reduced |
| Citadel Advisors LLC | 14,670 | $87.7K | 0.00% | +14,670 | New |
| Avantax Advisory Services, Inc. | 13,227 | $79.1K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 12,881 | $77.0K | 0.00% | +12,881 | New |
| Stratos Wealth Partners, LTD. | 12,600 | $75.3K | 0.00% | −415−3.2% | Reduced |
| Equitable Holdings, Inc. | 12,000 | $71.8K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 11,867 | $71.0K | 0.00% | −1,647−12.2% | Reduced |
| Pointe Capital Management LLC | 11,850 | $70.9K | 0.05% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 11,000 | $65.8K | 0.03% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 10,422 | $62.3K | 0.01% | −519−4.7% | Reduced |
| Ahrens Investment Partners LLC | 10,272 | $61.4K | 0.03% | +254+2.5% | Added |
| Spire Wealth Management | 10,200 | $61.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 7,943 | $47.5K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 7,732 | $46.2K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 5,900 | $35.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,150 | $30.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,308 | $25.8K | 0.00% | +2,500+138.3% | Added |
| IFP Advisors, Inc | 2,368 | $21.6K | 0.00% | −2,185−48.0% | Reduced |
| Venturi Wealth Management, LLC | 1,921 | $11.5K | 0.00% | +1,921 | New |
| Parallel Advisors, LLC | 1,695 | $10.1K | 0.00% | +42+2.5% | Added |
| Oliver Lagore Vanvalin Investment Group | 1,500 | $8.97K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 977 | $5.84K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 977 | $5.84K | 0.00% | −3,367−77.5% | Reduced |
| Sound Income Strategies, LLC | 925 | $5.53K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 580 | $3.47K | 0.00% | +580 | New |
| Northwestern Mutual Wealth Management Co | 576 | $3.44K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 300 | $1.79K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 293 | $1.75K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 200 | $1.20K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 75 | $445 | 0.00% | +75 | New |
| Walleye Capital LLC | 0 | $0 | 0.00% | −33,709−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −32,869−100.0% | Sold out |
| Firethorn Wealth Partners, LLC | 0 | $0 | 0.00% | −18,310−100.0% | Sold out |
| CNH Partners LLC | 0 | $0 | 0.00% | −15,325−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −10,913−100.0% | Sold out |
| Atwood & Palmer Inc | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −2,431−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |