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