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, Q4 2023
Institutional positions in Calamos Global Dynamic Income Fund as of Dec 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
- 87
- +10 vs. Q3 2023
- Shares held
- 16.0M
- +1.60M (+11.1%) vs. Q3 2023
- Total value
- $92.5M
- +$12.6M (+15.7%) vs. Q3 2023
- New holders
- 16
- 29 more added
- Sold out
- 6
- 22 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Calamos Global Dynamic Income Fund; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 5,206,438 | $30.0M | 0.00% | −85,877−1.6% | Reduced |
| Advisors Asset Management, Inc. | 1,395,227 | $8.05M | 0.16% | −289,202−17.2% | Reduced |
| Mangrove Partners | 1,177,057 | $6.79M | 0.59% | +512,255+77.1% | Added |
| Baird Financial Group, Inc. | 1,121,905 | $6.47M | 0.01% | +211,132+23.2% | Added |
| LPL Financial LLC | 916,350 | $5.29M | 0.00% | +41,841+4.8% | Added |
| Guggenheim Capital LLC | 733,531 | $4.23M | 0.03% | +97,979+15.4% | Added |
| CNH Partners LLC | 487,199 | $2.81M | 0.11% | +182,928+60.1% | Added |
| Shaker Financial Services, LLC | 461,495 | $2.69M | 1.10% | +77,561+20.2% | Added |
| Rpo LLC | 411,449 | $2.37M | 3.74% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 406,143 | $2.34M | 0.04% | +381,999+1,582.2% | Added |
| Private Advisor Group, LLC | 372,883 | $2.15M | 0.02% | +50,280+15.6% | Added |
| Commonwealth Equity Services, LLC | 242,453 | $1.40M | 0.00% | −22,035−8.3% | Reduced |
| Ameriprise Financial Inc | 242,408 | $1.40M | 0.00% | −8,421−3.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 199,821 | $1.15M | 0.00% | −8,000−3.8% | Reduced |
| UBS Group AG | 169,025 | $975.3K | 0.00% | +2,177+1.3% | Added |
| Landscape Capital Management, L.L.C. | 160,799 | $927.8K | 0.08% | +118,781+282.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 145,848 | $841.5K | 0.00% | +5,363+3.8% | Added |
| Raymond James & Associates | 129,902 | $749.5K | 0.00% | −2,483−1.9% | Reduced |
| Boothbay Fund Management, LLC | 114,452 | $660.4K | 0.02% | 00.0% | Unchanged |
| Royal Bank of Canada | 99,825 | $576.0K | 0.00% | +799+0.8% | Added |
| Flow State Investments, L.P. | 92,431 | $533.3K | 0.18% | +79,505+615.1% | Added |
| Advisor Group Holdings, Inc. | 91,877 | $530.1K | 0.00% | −56,633−38.1% | Reduced |
| GWM Advisors LLC | 84,189 | $489.0K | 0.00% | +8,428+11.1% | Added |
| Comerica Bank | 83,543 | $482.0K | 0.00% | +19,282+30.0% | Added |
| Logan Stone Capital, LLC | 82,883 | $478.2K | 0.10% | +82,883 | New |
| Bank of Montreal | 65,000 | $436.1K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 74,004 | $427.0K | 0.00% | +20,855+39.2% | Added |
| Karpus Management, Inc. | 63,270 | $365.1K | 0.01% | +63,270 | New |
| Cambridge Investment Research Advisors, Inc. | 60,706 | $350.0K | 0.00% | −10,419−14.6% | Reduced |
| Chicago Partners Investment Group LLC | 58,122 | $340.6K | 0.02% | −5,352−8.4% | Reduced |
| Saxony Capital Management, LLC | 57,000 | $328.9K | 0.44% | +57,000 | New |
| Colony Group, LLC | 49,782 | $287.0K | 0.00% | +49,782 | New |
| Janney Montgomery Scott LLC | 47,572 | $274.0K | 0.00% | −1,415−2.9% | Reduced |
| NWF Advisory Services Inc. | 47,000 | $271.2K | 0.05% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 46,077 | $265.9K | 0.01% | +6,782+17.3% | Added |
| Bank of America Corp | 41,993 | $242.3K | 0.00% | −35,935−46.1% | Reduced |
| National Asset Management, Inc. | 40,914 | $238.1K | 0.01% | +2,600+6.8% | Added |
| Rockefeller Capital Management L.P. | 40,500 | $233.7K | 0.00% | −16,000−28.3% | Reduced |
| Independent Financial Group, LLC | 37,561 | $216.7K | 0.01% | +1,091+3.0% | Added |
| Lido Advisors, LLC | 34,403 | $200.2K | 0.00% | +34,403 | New |
| Kestra Advisory Services, LLC | 32,166 | $185.6K | 0.00% | +2,530+8.5% | Added |
| Institute for Wealth Management, LLC. | 30,923 | $178.4K | 0.03% | −4,940−13.8% | Reduced |
| Captrust Financial Advisors | 30,535 | $176.2K | 0.00% | +634+2.1% | Added |
| Calamos Wealth Management LLC | 29,748 | $171.6K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 29,373 | $169.5K | 0.05% | +18,815+178.2% | Added |
| Susquehanna International Group, LLP | 28,490 | $164.4K | 0.00% | −14,835−34.2% | Reduced |
| Brookstone Capital Management | 27,270 | $157.3K | 0.00% | +8,221+43.2% | Added |
| Weiss Asset Management LP | 25,588 | $147.6K | 0.01% | +25,588 | New |
| Stifel Financial Corp | 23,718 | $136.9K | 0.00% | +1,690+7.7% | Added |
| CoreCap Advisors, LLC | 20,810 | $120.1K | 0.01% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 20,000 | $115.4K | 0.00% | +20,000 | New |
| San Luis Wealth Advisors LLC | 18,547 | $107.0K | 0.05% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 18,051 | $104.2K | 0.00% | −2,769−13.3% | Reduced |
| Stephens Inc | 17,900 | $103.3K | 0.00% | +17,900 | New |
| SeaCrest Wealth Management, LLC | 17,944 | $102.6K | 0.01% | +4,623+34.7% | Added |
| L.M. Kohn & Company | 17,594 | $101.5K | 0.03% | 00.0% | Unchanged |
| XML Financial, LLC | 17,200 | $99.2K | 0.01% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 16,394 | $94.6K | 0.00% | −1,190−6.8% | Reduced |
| D.A. Davidson & Co. | 16,000 | $92.3K | 0.00% | +16,000 | New |
| Walleye Capital LLC | 14,334 | $82.7K | 0.00% | +14,334 | New |
| Wedbush Securities Inc | 14,061 | $81.0K | 0.00% | −454−3.1% | Reduced |
| Valeo Financial Advisors, LLC | 13,000 | $75.0K | 0.00% | +13,000 | New |
| Cetera Advisor Networks LLC | 12,768 | $73.7K | 0.00% | −61−0.5% | Reduced |
| Stratos Wealth Partners, LTD. | 11,850 | $68.4K | 0.00% | −450−3.7% | Reduced |
| Advisory Services Network, LLC | 11,133 | $64.2K | 0.00% | −1,122−9.2% | Reduced |
| Palogic Value Management, L.P. | 11,000 | $63.5K | 0.03% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 10,473 | $60.4K | 0.00% | +10,473 | New |
| Nomura Holdings Inc | 10,330 | $59.6K | 0.00% | +10,330 | New |
| Spire Wealth Management | 10,200 | $59.1K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 10,000 | $57.7K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 9,857 | $56.0K | 0.01% | −1,802−15.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 7,900 | $45.6K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 7,132 | $41.2K | 0.00% | −600−7.8% | Reduced |
| Allworth Financial LP | 4,746 | $27.4K | 0.00% | +3,769+385.8% | Added |
| EverSource Wealth Advisors, LLC | 4,389 | $25.3K | 0.00% | +50+1.2% | Added |
| Principal Securities, Inc. | 4,135 | $23.9K | 0.00% | +4,135 | New |
| JPMorgan Chase & Co | 3,157 | $18.2K | 0.00% | +2,180+223.1% | Added |
| IFP Advisors, Inc | 2,557 | $14.8K | 0.00% | +68+2.7% | Added |
| Tidemark, LLC | 2,400 | $13.8K | 0.01% | +2,400 | New |
| Venturi Wealth Management, LLC | 1,921 | $11.1K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,500 | $8.65K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,110 | $6.41K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 925 | $5.34K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 580 | $3.35K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 300 | $1.73K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 200 | $1.15K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 185 | $1.07K | 0.00% | +185 | New |
| 9258 Wealth Management, LLC | 0 | $0 | 0.00% | −37,920−100.0% | Sold out |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −34,534−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −28,847−100.0% | Sold out |
| Pointe Capital Management LLC | 0 | $0 | 0.00% | −11,850−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −5,900−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Colony Group LLC | – | – | – | – | Not filed |
| Claybrook Capital, LLC | – | – | – | – | Not filed |