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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 185 | $1.07K | 0.00% | +185 | New |
| Stephens Consulting, LLC | 200 | $1.15K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 300 | $1.73K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 580 | $3.35K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 925 | $5.34K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,110 | $6.41K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,500 | $8.65K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,921 | $11.1K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 2,400 | $13.8K | 0.01% | +2,400 | New |
| IFP Advisors, Inc | 2,557 | $14.8K | 0.00% | +68+2.7% | Added |
| JPMorgan Chase & Co | 3,157 | $18.2K | 0.00% | +2,180+223.1% | Added |
| Principal Securities, Inc. | 4,135 | $23.9K | 0.00% | +4,135 | New |
| EverSource Wealth Advisors, LLC | 4,389 | $25.3K | 0.00% | +50+1.2% | Added |
| Allworth Financial LP | 4,746 | $27.4K | 0.00% | +3,769+385.8% | Added |
| The PNC Financial Services Group, Inc. | 7,132 | $41.2K | 0.00% | −600−7.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 7,900 | $45.6K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 9,857 | $56.0K | 0.01% | −1,802−15.5% | Reduced |
| Equitable Holdings, Inc. | 10,000 | $57.7K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 10,200 | $59.1K | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 10,330 | $59.6K | 0.00% | +10,330 | New |
| Aptus Capital Advisors, LLC | 10,473 | $60.4K | 0.00% | +10,473 | New |
| Palogic Value Management, L.P. | 11,000 | $63.5K | 0.03% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 11,133 | $64.2K | 0.00% | −1,122−9.2% | Reduced |
| Stratos Wealth Partners, LTD. | 11,850 | $68.4K | 0.00% | −450−3.7% | Reduced |
| Cetera Advisor Networks LLC | 12,768 | $73.7K | 0.00% | −61−0.5% | Reduced |
| Valeo Financial Advisors, LLC | 13,000 | $75.0K | 0.00% | +13,000 | New |
| Wedbush Securities Inc | 14,061 | $81.0K | 0.00% | −454−3.1% | Reduced |
| Walleye Capital LLC | 14,334 | $82.7K | 0.00% | +14,334 | New |
| D.A. Davidson & Co. | 16,000 | $92.3K | 0.00% | +16,000 | New |
| Oppenheimer & Co Inc | 16,394 | $94.6K | 0.00% | −1,190−6.8% | Reduced |
| XML Financial, LLC | 17,200 | $99.2K | 0.01% | 00.0% | Unchanged |
| L.M. Kohn & Company | 17,594 | $101.5K | 0.03% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 17,944 | $102.6K | 0.01% | +4,623+34.7% | Added |
| Stephens Inc | 17,900 | $103.3K | 0.00% | +17,900 | New |
| Harbour Investments, Inc. | 18,051 | $104.2K | 0.00% | −2,769−13.3% | Reduced |
| San Luis Wealth Advisors LLC | 18,547 | $107.0K | 0.05% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 20,000 | $115.4K | 0.00% | +20,000 | New |
| CoreCap Advisors, LLC | 20,810 | $120.1K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 23,718 | $136.9K | 0.00% | +1,690+7.7% | Added |
| Weiss Asset Management LP | 25,588 | $147.6K | 0.01% | +25,588 | New |
| Brookstone Capital Management | 27,270 | $157.3K | 0.00% | +8,221+43.2% | Added |
| Susquehanna International Group, LLP | 28,490 | $164.4K | 0.00% | −14,835−34.2% | Reduced |
| Elequin Capital LP | 29,373 | $169.5K | 0.05% | +18,815+178.2% | Added |
| Calamos Wealth Management LLC | 29,748 | $171.6K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 30,535 | $176.2K | 0.00% | +634+2.1% | Added |
| Institute for Wealth Management, LLC. | 30,923 | $178.4K | 0.03% | −4,940−13.8% | Reduced |
| Kestra Advisory Services, LLC | 32,166 | $185.6K | 0.00% | +2,530+8.5% | Added |
| Lido Advisors, LLC | 34,403 | $200.2K | 0.00% | +34,403 | New |
| Independent Financial Group, LLC | 37,561 | $216.7K | 0.01% | +1,091+3.0% | Added |
| Rockefeller Capital Management L.P. | 40,500 | $233.7K | 0.00% | −16,000−28.3% | Reduced |
| National Asset Management, Inc. | 40,914 | $238.1K | 0.01% | +2,600+6.8% | Added |
| Bank of America Corp | 41,993 | $242.3K | 0.00% | −35,935−46.1% | Reduced |
| Raymond James Trust N.A. | 46,077 | $265.9K | 0.01% | +6,782+17.3% | Added |
| NWF Advisory Services Inc. | 47,000 | $271.2K | 0.05% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 47,572 | $274.0K | 0.00% | −1,415−2.9% | Reduced |
| Colony Group, LLC | 49,782 | $287.0K | 0.00% | +49,782 | New |
| Saxony Capital Management, LLC | 57,000 | $328.9K | 0.44% | +57,000 | New |
| Chicago Partners Investment Group LLC | 58,122 | $340.6K | 0.02% | −5,352−8.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 60,706 | $350.0K | 0.00% | −10,419−14.6% | Reduced |
| Karpus Management, Inc. | 63,270 | $365.1K | 0.01% | +63,270 | New |
| Wells Fargo & Company | 74,004 | $427.0K | 0.00% | +20,855+39.2% | Added |
| Bank of Montreal | 65,000 | $436.1K | 0.00% | 00.0% | Unchanged |
| Logan Stone Capital, LLC | 82,883 | $478.2K | 0.10% | +82,883 | New |
| Comerica Bank | 83,543 | $482.0K | 0.00% | +19,282+30.0% | Added |
| GWM Advisors LLC | 84,189 | $489.0K | 0.00% | +8,428+11.1% | Added |
| Advisor Group Holdings, Inc. | 91,877 | $530.1K | 0.00% | −56,633−38.1% | Reduced |
| Flow State Investments, L.P. | 92,431 | $533.3K | 0.18% | +79,505+615.1% | Added |
| Royal Bank of Canada | 99,825 | $576.0K | 0.00% | +799+0.8% | Added |
| Boothbay Fund Management, LLC | 114,452 | $660.4K | 0.02% | 00.0% | Unchanged |
| Raymond James & Associates | 129,902 | $749.5K | 0.00% | −2,483−1.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 145,848 | $841.5K | 0.00% | +5,363+3.8% | Added |
| Landscape Capital Management, L.L.C. | 160,799 | $927.8K | 0.08% | +118,781+282.7% | Added |
| UBS Group AG | 169,025 | $975.3K | 0.00% | +2,177+1.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 199,821 | $1.15M | 0.00% | −8,000−3.8% | Reduced |
| Ameriprise Financial Inc | 242,408 | $1.40M | 0.00% | −8,421−3.4% | Reduced |
| Commonwealth Equity Services, LLC | 242,453 | $1.40M | 0.00% | −22,035−8.3% | Reduced |
| Private Advisor Group, LLC | 372,883 | $2.15M | 0.02% | +50,280+15.6% | Added |
| Wolverine Asset Management LLC | 406,143 | $2.34M | 0.04% | +381,999+1,582.2% | Added |
| Rpo LLC | 411,449 | $2.37M | 3.74% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 461,495 | $2.69M | 1.10% | +77,561+20.2% | Added |
| CNH Partners LLC | 487,199 | $2.81M | 0.11% | +182,928+60.1% | Added |
| Guggenheim Capital LLC | 733,531 | $4.23M | 0.03% | +97,979+15.4% | Added |
| LPL Financial LLC | 916,350 | $5.29M | 0.00% | +41,841+4.8% | Added |
| Baird Financial Group, Inc. | 1,121,905 | $6.47M | 0.01% | +211,132+23.2% | Added |
| Mangrove Partners | 1,177,057 | $6.79M | 0.59% | +512,255+77.1% | Added |
| Advisors Asset Management, Inc. | 1,395,227 | $8.05M | 0.16% | −289,202−17.2% | Reduced |
| Morgan Stanley | 5,206,438 | $30.0M | 0.00% | −85,877−1.6% | Reduced |
| 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 |