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, Q3 2023
Institutional positions in Calamos Global Dynamic Income Fund as of Sep 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
- 79
- +2 vs. Q2 2023
- Shares held
- 14.5M
- +851.9K (+6.2%) vs. Q2 2023
- Total value
- $80.4M
- −$1.89M (−2.3%) vs. Q2 2023
- New holders
- 8
- 24 more added
- Sold out
- 6
- 25 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Calamos Global Dynamic Income Fund; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 5,292,315 | $29.3M | 0.00% | +164,872+3.2% | Added |
| Advisors Asset Management, Inc. | 1,684,429 | $9.33M | 0.20% | +391,575+30.3% | Added |
| Baird Financial Group, Inc. | 910,773 | $5.05M | 0.01% | +173,370+23.5% | Added |
| LPL Financial LLC | 874,509 | $4.84M | 0.00% | +437,639+100.2% | Added |
| Mangrove Partners | 664,802 | $3.68M | 0.38% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 635,552 | $3.52M | 0.03% | −59,799−8.6% | Reduced |
| Rpo LLC | 411,449 | $2.28M | 3.89% | +41,839+11.3% | Added |
| Shaker Financial Services, LLC | 383,934 | $2.13M | 0.99% | −67,425−14.9% | Reduced |
| Private Advisor Group, LLC | 322,603 | $1.79M | 0.02% | +47,900+17.4% | Added |
| CNH Partners LLC | 304,271 | $1.69M | 0.08% | +209,723+221.8% | Added |
| Commonwealth Equity Services, LLC | 264,488 | $1.47M | 0.00% | −33,982−11.4% | Reduced |
| Ameriprise Financial Inc | 250,829 | $1.39M | 0.00% | +200+0.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 207,821 | $1.15M | 0.00% | +207,821 | New |
| UBS Group AG | 166,848 | $924.3K | 0.00% | −3,404−2.0% | Reduced |
| Advisor Group Holdings, Inc. | 148,510 | $822.8K | 0.00% | +49,156+49.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 140,485 | $778.3K | 0.00% | +7,039+5.3% | Added |
| Raymond James & Associates | 132,385 | $733.4K | 0.00% | −4,217−3.1% | Reduced |
| Boothbay Fund Management, LLC | 114,452 | $634.1K | 0.02% | +41,839+57.6% | Added |
| Royal Bank of Canada | 99,026 | $549.0K | 0.00% | −204−0.2% | Reduced |
| Bank of America Corp | 77,928 | $431.7K | 0.00% | −3,775−4.6% | Reduced |
| Bank of Montreal | 65,000 | $425.8K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 75,761 | $419.7K | 0.00% | −4,054−5.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 71,125 | $394.0K | 0.00% | +281+0.4% | Added |
| Comerica Bank | 64,261 | $356.0K | 0.00% | +64,261 | New |
| Chicago Partners Investment Group LLC | 63,474 | $330.7K | 0.02% | −15,439−19.6% | Reduced |
| Rockefeller Capital Management L.P. | 56,500 | $313.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 53,149 | $294.4K | 0.00% | −151,013−74.0% | Reduced |
| Colony Group LLC | 52,301 | $290.0K | 0.00% | −1,050−2.0% | Reduced |
| Janney Montgomery Scott LLC | 48,987 | $271.0K | 0.00% | +32+0.1% | Added |
| NWF Advisory Services Inc. | 47,000 | $260.4K | 0.06% | −2,800−5.6% | Reduced |
| Susquehanna International Group, LLP | 43,325 | $240.0K | 0.00% | +3,198+8.0% | Added |
| Landscape Capital Management, L.L.C. | 42,018 | $232.8K | 0.03% | −45,866−52.2% | Reduced |
| Raymond James Trust N.A. | 39,295 | $217.7K | 0.01% | −7,502−16.0% | Reduced |
| National Asset Management, Inc. | 38,314 | $212.3K | 0.01% | +2,677+7.5% | Added |
| 9258 Wealth Management, LLC | 37,920 | $210.1K | 0.04% | −1,548−3.9% | Reduced |
| Independent Financial Group, LLC | 36,470 | $202.0K | 0.01% | −4,000−9.9% | Reduced |
| Institute for Wealth Management, LLC. | 35,863 | $198.7K | 0.04% | −1,381−3.7% | Reduced |
| Strategic Financial Concepts, LLC | 34,534 | $191.3K | 0.06% | 00.0% | Unchanged |
| Claybrook Capital, LLC | 34,403 | $190.6K | 0.11% | 00.0% | Unchanged |
| Captrust Financial Advisors | 29,901 | $165.7K | 0.00% | +12,796+74.8% | Added |
| Calamos Wealth Management LLC | 29,748 | $164.8K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 29,636 | $164.2K | 0.00% | +1,178+4.1% | Added |
| Truist Financial Corp | 28,847 | $159.8K | 0.00% | −1,965−6.4% | Reduced |
| Wolverine Asset Management LLC | 24,144 | $133.8K | 0.00% | −571,436−95.9% | Reduced |
| Stifel Financial Corp | 22,028 | $122.0K | 0.00% | −5,650−20.4% | Reduced |
| Harbour Investments, Inc. | 20,820 | $115.3K | 0.01% | −1,525−6.8% | Reduced |
| CoreCap Advisors, LLC | 20,810 | $115.3K | 0.01% | −4,500−17.8% | Reduced |
| San Luis Wealth Advisors LLC | 18,547 | $103.0K | 0.05% | 00.0% | Unchanged |
| Brookstone Capital Management | 19,049 | $102.1K | 0.00% | +19,049 | New |
| L.M. Kohn & Company | 17,594 | $97.5K | 0.04% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 17,584 | $97.4K | 0.00% | +150+0.9% | Added |
| XML Financial, LLC | 17,200 | $95.3K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 14,515 | $80.0K | 0.00% | +42+0.3% | Added |
| SeaCrest Wealth Management, LLC | 13,321 | $73.8K | 0.01% | +1,358+11.4% | Added |
| Flow State Investments, L.P. | 12,926 | $71.6K | 0.03% | +12,926 | New |
| Cetera Advisor Networks LLC | 12,829 | $71.1K | 0.00% | +12,829 | New |
| Stratos Wealth Partners, LTD. | 12,300 | $68.1K | 0.00% | −300−2.4% | Reduced |
| Advisory Services Network, LLC | 12,255 | $67.9K | 0.00% | +12,255 | New |
| Pointe Capital Management LLC | 11,850 | $65.6K | 0.05% | 00.0% | Unchanged |
| NBC Securities, Inc. | 11,659 | $64.0K | 0.01% | +11,659 | New |
| Palogic Value Management, L.P. | 11,000 | $60.9K | 0.03% | 00.0% | Unchanged |
| Elequin Capital LP | 10,558 | $58.5K | 0.01% | −13,702−56.5% | Reduced |
| Spire Wealth Management | 10,200 | $56.5K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 10,000 | $55.4K | 0.00% | −2,000−16.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 7,900 | $43.8K | 0.00% | +2,750+53.4% | Added |
| The PNC Financial Services Group, Inc. | 7,732 | $42.8K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 5,900 | $33.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,339 | $24.0K | 0.00% | +31+0.7% | Added |
| IFP Advisors, Inc | 2,489 | $13.8K | 0.00% | +61+2.5% | Added |
| Venturi Wealth Management, LLC | 1,921 | $10.6K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,500 | $8.31K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,200 | $6.65K | 0.00% | +1,200 | New |
| Northwestern Mutual Wealth Management Co | 1,110 | $6.15K | 0.00% | +779+235.3% | Added |
| JPMorgan Chase & Co | 977 | $5.41K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 977 | $5.41K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 925 | $5.13K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 580 | $3.21K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 300 | $1.66K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 200 | $1.11K | 0.00% | 00.0% | Unchanged |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −25,391−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −16,212−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −16,045−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −13,227−100.0% | Sold out |
| Tilia Fiduciary Partners, Inc. | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Abound Wealth Management | 0 | $0 | 0.00% | −545−100.0% | Sold out |