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 2024
Institutional positions in Calamos Global Dynamic Income Fund as of Mar 31, 2024. 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
- 95
- +8 vs. Q4 2023
- Shares held
- 16.7M
- +671.9K (+4.2%) vs. Q4 2023
- Total value
- $108.6M
- +$16.1M (+17.4%) vs. Q4 2023
- New holders
- 16
- 32 more added
- Sold out
- 8
- 23 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Calamos Global Dynamic Income Fund; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 5,157,687 | $33.6M | 0.00% | −48,751−0.9% | Reduced |
| Mangrove Partners | 1,231,838 | $8.02M | 0.69% | +54,781+4.7% | Added |
| Advisors Asset Management, Inc. | 1,179,111 | $7.68M | 0.15% | −216,116−15.5% | Reduced |
| Baird Financial Group, Inc. | 1,139,237 | $7.42M | 0.02% | +17,332+1.5% | Added |
| LPL Financial LLC | 923,561 | $6.01M | 0.00% | +7,211+0.8% | Added |
| Guggenheim Capital LLC | 776,322 | $5.05M | 0.04% | +42,791+5.8% | Added |
| Karpus Management, Inc. | 687,048 | $4.47M | 0.13% | +623,778+985.9% | Added |
| CNH Partners LLC | 656,149 | $4.27M | 0.15% | +168,950+34.7% | Added |
| Private Advisor Group, LLC | 431,438 | $2.81M | 0.02% | +58,555+15.7% | Added |
| Rpo LLC | 411,449 | $2.68M | 3.93% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 336,287 | $2.19M | 0.85% | −125,208−27.1% | Reduced |
| Ameriprise Financial Inc | 226,590 | $1.48M | 0.00% | −15,818−6.5% | Reduced |
| Landscape Capital Management, L.L.C. | 224,892 | $1.46M | 0.13% | +64,093+39.9% | Added |
| Wolverine Asset Management LLC | 224,218 | $1.46M | 0.03% | −181,925−44.8% | Reduced |
| UBS Group AG | 194,158 | $1.26M | 0.00% | +25,133+14.9% | Added |
| Commonwealth Equity Services, LLC | 194,046 | $1.26M | 0.00% | −48,407−20.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 192,296 | $1.25M | 0.00% | −7,525−3.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 146,010 | $950.5K | 0.00% | +162+0.1% | Added |
| Raymond James & Associates | 127,269 | $828.5K | 0.00% | −2,633−2.0% | Reduced |
| Boothbay Fund Management, LLC | 114,452 | $745.1K | 0.02% | 00.0% | Unchanged |
| Flow State Investments, L.P. | 106,462 | $693.1K | 0.20% | +14,031+15.2% | Added |
| Royal Bank of Canada | 106,199 | $692.0K | 0.00% | +6,374+6.4% | Added |
| Allspring Global Investments Holdings, LLC | 105,488 | $686.7K | 0.00% | +105,488 | New |
| Advisor Group Holdings, Inc. | 99,694 | $649.0K | 0.00% | +7,817+8.5% | Added |
| Comerica Bank | 84,543 | $550.4K | 0.00% | +1,000+1.2% | Added |
| Saxony Capital Management, LLC | 77,500 | $504.5K | 0.61% | +20,500+36.0% | Added |
| Wells Fargo & Company | 72,474 | $471.8K | 0.00% | −1,530−2.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 70,317 | $458.0K | 0.00% | +9,611+15.8% | Added |
| Walleye Capital LLC | 62,034 | $403.8K | 0.00% | +47,700+332.8% | Added |
| GWM Advisors LLC | 60,499 | $393.9K | 0.00% | −23,690−28.1% | Reduced |
| Bank of America Corp | 57,782 | $376.2K | 0.00% | +15,789+37.6% | Added |
| Dakota Wealth Management | 57,490 | $374.3K | 0.01% | +57,490 | New |
| Chicago Partners Investment Group LLC | 56,889 | $360.7K | 0.02% | −1,233−2.1% | Reduced |
| Colony Group, LLC | 55,025 | $358.0K | 0.00% | +5,243+10.5% | Added |
| Janney Montgomery Scott LLC | 50,800 | $331.0K | 0.00% | +3,228+6.8% | Added |
| NWF Advisory Services Inc. | 46,600 | $303.4K | 0.05% | −400−0.9% | Reduced |
| Raymond James Trust N.A. | 46,077 | $300.0K | 0.01% | 00.0% | Unchanged |
| Bank of Montreal | 40,000 | $296.4K | 0.00% | −25,000−38.5% | Reduced |
| Zuckerman Investment Group, LLC | 41,074 | $267.4K | 0.03% | +41,074 | New |
| Rockefeller Capital Management L.P. | 40,500 | $263.7K | 0.00% | 00.0% | Unchanged |
| Brookstone Capital Management | 33,676 | $219.2K | 0.00% | +6,406+23.5% | Added |
| Kestra Advisory Services, LLC | 33,422 | $217.6K | 0.00% | +1,256+3.9% | Added |
| National Asset Management, Inc. | 38,314 | $212.3K | 0.01% | −2,600−6.4% | Reduced |
| 9258 Wealth Management, LLC | 31,624 | $205.9K | 0.03% | +31,624 | New |
| Institute for Wealth Management, LLC. | 30,923 | $201.3K | 0.03% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 30,811 | $200.6K | 0.01% | −6,750−18.0% | Reduced |
| Calamos Wealth Management LLC | 29,748 | $193.7K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 28,893 | $188.1K | 0.00% | −1,642−5.4% | Reduced |
| Logan Stone Capital, LLC | 27,678 | $180.2K | 0.04% | −55,205−66.6% | Reduced |
| Strategic Financial Concepts, LLC | 25,300 | $164.7K | 0.04% | +25,300 | New |
| Truist Financial Corp | 25,221 | $164.2K | 0.00% | +25,221 | New |
| Cetera Investment Advisers | 24,846 | $161.7K | 0.00% | +24,846 | New |
| L.M. Kohn & Company | 22,726 | $147.9K | 0.04% | +5,132+29.2% | Added |
| Stifel Financial Corp | 22,205 | $144.6K | 0.00% | −1,513−6.4% | Reduced |
| CoreCap Advisors, LLC | 20,810 | $135.5K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 20,625 | $134.3K | 0.00% | +2,725+15.2% | Added |
| Harbour Investments, Inc. | 19,175 | $124.8K | 0.00% | +1,124+6.2% | Added |
| San Luis Wealth Advisors LLC | 18,547 | $121.0K | 0.06% | 00.0% | Unchanged |
| Wedbush Securities Inc | 18,505 | $120.0K | 0.00% | +4,444+31.6% | Added |
| Valeo Financial Advisors, LLC | 18,700 | $118.7K | 0.00% | +5,700+43.8% | Added |
| XML Financial, LLC | 17,200 | $112.0K | 0.01% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 16,544 | $107.7K | 0.00% | +150+0.9% | Added |
| Morris Retirement Advisors, LLC | 16,435 | $107.0K | 0.06% | +16,435 | New |
| D.A. Davidson & Co. | 16,000 | $104.2K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 15,992 | $104.1K | 0.00% | +8,860+124.2% | Added |
| SeaCrest Wealth Management, LLC | 15,910 | $103.6K | 0.01% | −2,034−11.3% | Reduced |
| Prairie Wealth Advisors, Inc. | 15,700 | $102.2K | 0.05% | +15,700 | New |
| Susquehanna International Group, LLP | 13,162 | $85.7K | 0.00% | −15,328−53.8% | Reduced |
| First Heartland Consultants, Inc. | 12,627 | $82.0K | 0.01% | +12,627 | New |
| Stratos Wealth Partners, LTD. | 11,850 | $77.1K | 0.00% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 11,000 | $71.6K | 0.03% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 10,473 | $68.2K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 10,200 | $66.4K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 10,000 | $65.1K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 9,792 | $63.0K | 0.01% | −65−0.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 7,900 | $51.4K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 6,832 | $45.2K | 0.01% | +6,832 | New |
| Gilliland Jeter Wealth Management LLC | 5,000 | $32.5K | 0.01% | +5,000 | New |
| Allworth Financial LP | 4,746 | $30.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,451 | $28.4K | 0.00% | +62+1.4% | Added |
| Principal Securities, Inc. | 4,135 | $26.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,621 | $17.1K | 0.00% | +64+2.5% | Added |
| Tidemark, LLC | 2,400 | $15.6K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 2,000 | $13.0K | 0.00% | +2,000 | New |
| Venturi Wealth Management, LLC | 1,921 | $12.5K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,500 | $9.77K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,200 | $7.81K | 0.00% | +1,200 | New |
| Northwestern Mutual Wealth Management Co | 1,110 | $7.23K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,000 | $6.51K | 0.00% | +1,000 | New |
| Sound Income Strategies, LLC | 925 | $6.02K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 846 | $5.51K | 0.00% | −2,311−73.2% | Reduced |
| Larson Financial Group LLC | 305 | $1.98K | 0.00% | +5+1.7% | Added |
| Stephens Consulting, LLC | 200 | $1.30K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 109 | $710 | 0.00% | −76−41.1% | Reduced |
| FMR LLC | 1 | $7 | 0.00% | +1 | New |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −34,403−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −29,373−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −25,588−100.0% | Sold out |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −12,768−100.0% | Sold out |