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 |
|---|---|---|---|---|---|
| Ameritas Advisory Services, LLC | 75 | $445 | 0.00% | +75 | New |
| Stephens Consulting, LLC | 200 | $1.20K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 293 | $1.75K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 300 | $1.79K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 576 | $3.44K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 580 | $3.47K | 0.00% | +580 | New |
| Sound Income Strategies, LLC | 925 | $5.53K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 977 | $5.84K | 0.00% | −3,367−77.5% | Reduced |
| Allworth Financial LP | 977 | $5.84K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,500 | $8.97K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,695 | $10.1K | 0.00% | +42+2.5% | Added |
| Venturi Wealth Management, LLC | 1,921 | $11.5K | 0.00% | +1,921 | New |
| IFP Advisors, Inc | 2,368 | $21.6K | 0.00% | −2,185−48.0% | Reduced |
| EverSource Wealth Advisors, LLC | 4,308 | $25.8K | 0.00% | +2,500+138.3% | Added |
| Steward Partners Investment Advisory, LLC | 5,150 | $30.8K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 5,900 | $35.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 7,732 | $46.2K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 7,943 | $47.5K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 10,200 | $61.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 10,272 | $61.4K | 0.03% | +254+2.5% | Added |
| Two Sigma Securities, LLC | 10,422 | $62.3K | 0.01% | −519−4.7% | Reduced |
| Palogic Value Management, L.P. | 11,000 | $65.8K | 0.03% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 11,850 | $70.9K | 0.05% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 11,867 | $71.0K | 0.00% | −1,647−12.2% | Reduced |
| Equitable Holdings, Inc. | 12,000 | $71.8K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 12,600 | $75.3K | 0.00% | −415−3.2% | Reduced |
| Captrust Financial Advisors | 12,881 | $77.0K | 0.00% | +12,881 | New |
| Avantax Advisory Services, Inc. | 13,227 | $79.1K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 14,670 | $87.7K | 0.00% | +14,670 | New |
| Capital CS Group, LLC | 15,658 | $93.6K | 0.09% | −3,496−18.3% | Reduced |
| IHT Wealth Management, LLC | 16,045 | $95.9K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 16,210 | $96.9K | 0.00% | −38,218−70.2% | Reduced |
| XML Financial, LLC | 17,200 | $102.9K | 0.01% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 17,289 | $103.4K | 0.00% | +139+0.8% | Added |
| L.M. Kohn & Company | 17,594 | $105.2K | 0.04% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 18,547 | $111.0K | 0.04% | 00.0% | Unchanged |
| Cetera Investment Advisers | 18,788 | $112.4K | 0.00% | −3,000−13.8% | Reduced |
| Atria Wealth Solutions, Inc. | 20,658 | $123.5K | 0.00% | +20,658 | New |
| Harbour Investments, Inc. | 23,266 | $139.1K | 0.01% | −706−2.9% | Reduced |
| Stifel Financial Corp | 24,729 | $147.9K | 0.00% | +510+2.1% | Added |
| Kestra Advisory Services, LLC | 27,539 | $164.7K | 0.00% | −3,496−11.3% | Reduced |
| Truist Financial Corp | 28,778 | $172.1K | 0.00% | +2,435+9.2% | Added |
| Calamos Wealth Management LLC | 29,748 | $177.9K | 0.01% | +29,748 | New |
| Elequin Capital LP | 30,092 | $179.9K | 0.13% | −44,791−59.8% | Reduced |
| Claybrook Capital, LLC | 34,403 | $205.7K | 0.11% | 00.0% | Unchanged |
| National Asset Management, Inc. | 35,777 | $213.9K | 0.01% | +655+1.9% | Added |
| Institute for Wealth Management, LLC. | 37,244 | $222.7K | 0.04% | −4,340−10.4% | Reduced |
| Strategic Financial Concepts, LLC | 37,300 | $223.1K | 0.09% | +37,300 | New |
| 9258 Wealth Management, LLC | 41,472 | $248.0K | 0.05% | +82+0.2% | Added |
| Independent Financial Group, LLC | 41,970 | $251.0K | 0.02% | +100+0.2% | Added |
| Raymond James Trust N.A. | 46,797 | $280.0K | 0.01% | +7,502+19.1% | Added |
| Susquehanna International Group, LLP | 49,306 | $294.9K | 0.00% | +1,808+3.8% | Added |
| Janney Montgomery Scott LLC | 49,635 | $297.0K | 0.00% | −1,338−2.6% | Reduced |
| NWF Advisory Services Inc. | 49,800 | $299.8K | 0.07% | +49,800 | New |
| Colony Group LLC | 53,241 | $318.0K | 0.00% | +18,540+53.4% | Added |
| Rockefeller Capital Management L.P. | 56,500 | $337.0K | 0.00% | −5,000−8.1% | Reduced |
| Bank of Montreal | 65,000 | $398.4K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 68,672 | $411.0K | 0.00% | +4,160+6.4% | Added |
| Bank of America Corp | 69,574 | $416.1K | 0.00% | −78,975−53.2% | Reduced |
| Chicago Partners Investment Group LLC | 74,098 | $439.8K | 0.03% | +34,613+87.7% | Added |
| GWM Advisors LLC | 78,314 | $455.5K | 0.01% | +6,228+8.6% | Added |
| Royal Bank of Canada | 97,990 | $586.0K | 0.00% | +6,148+6.7% | Added |
| Landscape Capital Management, L.L.C. | 106,888 | $639.2K | 0.09% | +925+0.9% | Added |
| Advisor Group Holdings, Inc. | 114,031 | $681.9K | 0.00% | −20,392−15.2% | Reduced |
| Raymond James & Associates | 133,200 | $796.5K | 0.00% | +9,839+8.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 140,137 | $838.0K | 0.00% | −2,981−2.1% | Reduced |
| UBS Group AG | 180,125 | $1.08M | 0.00% | −17,133−8.7% | Reduced |
| Rivernorth Capital Management, LLC | 204,531 | $1.22M | 0.06% | +28,415+16.1% | Added |
| Wells Fargo & Company | 212,168 | $1.27M | 0.00% | +1,421+0.7% | Added |
| Private Advisor Group, LLC | 227,313 | $1.36M | 0.01% | +81,125+55.5% | Added |
| Ameriprise Financial Inc | 250,810 | $1.50M | 0.00% | +4,450+1.8% | Added |
| Commonwealth Equity Services, LLC | 302,398 | $1.81M | 0.00% | −17,850−5.6% | Reduced |
| LPL Financial LLC | 360,725 | $2.16M | 0.00% | −197,930−35.4% | Reduced |
| Shaker Financial Services, LLC | 462,858 | $2.77M | 1.21% | +68,129+17.3% | Added |
| Wolverine Asset Management LLC | 615,229 | $3.68M | 0.07% | +137,982+28.9% | Added |
| Baird Financial Group, Inc. | 635,882 | $3.80M | 0.01% | +11,517+1.8% | Added |
| Guggenheim Capital LLC | 651,385 | $3.90M | 0.03% | −73,981−10.2% | Reduced |
| Mangrove Partners | 664,802 | $3.98M | 0.40% | +664,802 | New |
| Advisors Asset Management, Inc. | 912,287 | $5.46M | 0.11% | +66,713+7.9% | Added |
| Morgan Stanley | 5,016,830 | $30.0M | 0.00% | +131,189+2.7% | Added |
| 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 |