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, Q2 2023
Institutional positions in Calamos Global Dynamic Income Fund as of Jun 30, 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
- 77
- −2 vs. Q1 2023
- Shares held
- 13.7M
- +987.6K (+7.8%) vs. Q1 2023
- Total value
- $82.3M
- +$6.55M (+8.6%) vs. Q1 2023
- New holders
- 9
- 19 more added
- Sold out
- 11
- 19 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Calamos Global Dynamic Income Fund; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 5,127,443 | $30.9M | 0.00% | +110,613+2.2% | Added |
| Advisors Asset Management, Inc. | 1,292,854 | $7.78M | 0.16% | +380,567+41.7% | Added |
| Baird Financial Group, Inc. | 737,403 | $4.44M | 0.01% | +101,521+16.0% | Added |
| Guggenheim Capital LLC | 695,351 | $4.19M | 0.03% | +43,966+6.7% | Added |
| Mangrove Partners | 664,802 | $4.00M | 0.40% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 595,580 | $3.59M | 0.07% | −19,649−3.2% | Reduced |
| Shaker Financial Services, LLC | 451,359 | $2.72M | 1.19% | −11,499−2.5% | Reduced |
| LPL Financial LLC | 436,870 | $2.63M | 0.00% | +76,145+21.1% | Added |
| Rpo LLC | 369,610 | $2.23M | 2.26% | +369,610 | New |
| Commonwealth Equity Services, LLC | 298,470 | $1.80M | 0.00% | −3,928−1.3% | Reduced |
| Private Advisor Group, LLC | 274,703 | $1.70M | 0.01% | +47,390+20.8% | Added |
| Ameriprise Financial Inc | 250,629 | $1.51M | 0.00% | −181−0.1% | Reduced |
| Wells Fargo & Company | 204,162 | $1.23M | 0.00% | −8,006−3.8% | Reduced |
| UBS Group AG | 170,252 | $1.02M | 0.00% | −9,873−5.5% | Reduced |
| Raymond James & Associates | 136,602 | $822.3K | 0.00% | +3,402+2.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 133,446 | $803.3K | 0.00% | −6,691−4.8% | Reduced |
| Advisor Group Holdings, Inc. | 99,354 | $598.1K | 0.00% | −14,677−12.9% | Reduced |
| Royal Bank of Canada | 99,230 | $597.0K | 0.00% | +1,240+1.3% | Added |
| CNH Partners LLC | 94,548 | $569.2K | 0.02% | +94,548 | New |
| Landscape Capital Management, L.L.C. | 87,884 | $529.1K | 0.07% | −19,004−17.8% | Reduced |
| Bank of America Corp | 81,703 | $491.9K | 0.00% | +12,129+17.4% | Added |
| GWM Advisors LLC | 79,815 | $480.5K | 0.01% | +1,501+1.9% | Added |
| Chicago Partners Investment Group LLC | 78,913 | $478.2K | 0.02% | +4,815+6.5% | Added |
| Boothbay Fund Management, LLC | 72,613 | $437.1K | 0.02% | +72,613 | New |
| Bank of Montreal | 65,000 | $432.9K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 70,844 | $426.0K | 0.00% | +2,172+3.2% | Added |
| Rockefeller Capital Management L.P. | 56,500 | $340.1K | 0.00% | 00.0% | Unchanged |
| Colony Group LLC | 53,351 | $321.0K | 0.00% | +110+0.2% | Added |
| NWF Advisory Services Inc. | 49,800 | $299.8K | 0.07% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 48,955 | $295.0K | 0.00% | −680−1.4% | Reduced |
| Raymond James Trust N.A. | 46,797 | $282.0K | 0.01% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 40,470 | $243.6K | 0.02% | −1,500−3.6% | Reduced |
| Susquehanna International Group, LLP | 40,127 | $241.6K | 0.00% | −9,179−18.6% | Reduced |
| 9258 Wealth Management, LLC | 39,468 | $237.6K | 0.04% | −2,004−4.8% | Reduced |
| Institute for Wealth Management, LLC. | 37,244 | $224.2K | 0.04% | 00.0% | Unchanged |
| National Asset Management, Inc. | 35,637 | $214.5K | 0.00% | −140−0.4% | Reduced |
| Strategic Financial Concepts, LLC | 34,534 | $207.9K | 0.08% | −2,766−7.4% | Reduced |
| Claybrook Capital, LLC | 34,403 | $207.1K | 0.11% | 00.0% | Unchanged |
| Truist Financial Corp | 30,812 | $185.5K | 0.00% | +2,034+7.1% | Added |
| Calamos Wealth Management LLC | 29,748 | $179.1K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 28,458 | $171.3K | 0.00% | +919+3.3% | Added |
| Stifel Financial Corp | 27,678 | $166.6K | 0.00% | +2,949+11.9% | Added |
| Logan Stone Capital, LLC | 25,391 | $152.9K | 0.05% | +25,391 | New |
| CoreCap Advisors, LLC | 25,310 | $152.4K | 0.01% | +25,310 | New |
| Elequin Capital LP | 24,260 | $146.0K | 0.07% | −5,832−19.4% | Reduced |
| Harbour Investments, Inc. | 22,345 | $134.5K | 0.01% | −921−4.0% | Reduced |
| San Luis Wealth Advisors LLC | 18,547 | $112.0K | 0.04% | 00.0% | Unchanged |
| L.M. Kohn & Company | 17,594 | $105.9K | 0.04% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 17,434 | $105.0K | 0.00% | +145+0.8% | Added |
| XML Financial, LLC | 17,200 | $103.5K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 17,105 | $103.0K | 0.00% | +4,224+32.8% | Added |
| Cetera Investment Advisers | 16,212 | $97.6K | 0.00% | −2,576−13.7% | Reduced |
| IHT Wealth Management, LLC | 16,045 | $96.6K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 14,473 | $87.0K | 0.00% | +14,473 | New |
| Avantax Advisory Services, Inc. | 13,227 | $79.6K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 12,600 | $75.9K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 12,000 | $72.2K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 11,963 | $72.0K | 0.01% | +11,963 | New |
| Pointe Capital Management LLC | 11,850 | $71.3K | 0.05% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 11,000 | $66.2K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 10,200 | $61.4K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 7,732 | $46.5K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 5,900 | $36.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,150 | $31.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,308 | $25.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,428 | $22.1K | 0.00% | +60+2.5% | Added |
| Venturi Wealth Management, LLC | 1,921 | $11.6K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,500 | $9.03K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 977 | $5.88K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 977 | $5.88K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 925 | $5.57K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 600 | $3.61K | 0.00% | +600 | New |
| GPS Wealth Strategies Group, LLC | 580 | $3.49K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 545 | $3.28K | 0.00% | +545 | New |
| Northwestern Mutual Wealth Management Co | 331 | $1.99K | 0.00% | −245−42.5% | Reduced |
| Larson Financial Group LLC | 300 | $1.81K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 200 | $1.20K | 0.00% | 00.0% | Unchanged |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −204,531−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −20,658−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −16,210−100.0% | Sold out |
| Capital CS Group, LLC | 0 | $0 | 0.00% | −15,658−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −14,670−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −11,867−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −10,422−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −7,943−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −1,695−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −293−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Ahrens Investment Partners LLC | – | – | – | – | Not filed |