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 2024
Institutional positions in Calamos Global Dynamic Income Fund as of Sep 30, 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
- 96
- +3 vs. Q2 2024
- Shares held
- 17.1M
- +719.6K (+4.4%) vs. Q2 2024
- Total value
- $122.8M
- +$11.3M (+10.1%) vs. Q2 2024
- New holders
- 8
- 40 more added
- Sold out
- 5
- 23 more reduced
Compare with Q2 2024: 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 2024
Shares, value and share of portfolio for each institution holding Calamos Global Dynamic Income Fund; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 5,160,154 | $37.0M | 0.00% | +40,638+0.8% | Added |
| Advisors Asset Management, Inc. | 1,683,751 | $12.1M | 0.22% | +343,867+25.7% | Added |
| Mangrove Partners | 1,231,838 | $8.83M | 0.85% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 1,212,186 | $8.69M | 0.02% | +28,704+2.4% | Added |
| Karpus Management, Inc. | 964,134 | $6.91M | 0.19% | +226,713+30.7% | Added |
| LPL Financial LLC | 903,803 | $6.48M | 0.00% | −19,633−2.1% | Reduced |
| Shaker Financial Services, LLC | 845,993 | $6.07M | 2.29% | +780,802+1,197.7% | Added |
| Guggenheim Capital LLC | 765,482 | $5.49M | 0.04% | −104,808−12.0% | Reduced |
| CNH Partners LLC | 530,528 | $3.80M | 0.09% | −104,959−16.5% | Reduced |
| Private Advisor Group, LLC | 403,838 | $2.90M | 0.02% | −30,200−7.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 267,596 | $1.92M | 0.00% | +23,300+9.5% | Added |
| Ameriprise Financial Inc | 241,823 | $1.73M | 0.00% | +9,126+3.9% | Added |
| Commonwealth Equity Services, LLC | 206,333 | $1.48M | 0.00% | −2,912−1.4% | Reduced |
| UBS Group AG | 193,893 | $1.39M | 0.00% | +2,986+1.6% | Added |
| Landscape Capital Management, L.L.C. | 138,790 | $995.1K | 0.10% | +23,813+20.7% | Added |
| Walleye Capital LLC | 135,166 | $969.1K | 0.01% | +71,923+113.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 133,186 | $954.9K | 0.00% | +613+0.5% | Added |
| Royal Bank of Canada | 117,087 | $840.0K | 0.00% | +11,101+10.5% | Added |
| Raymond James & Associates | 100,870 | $723.2K | 0.00% | −11,715−10.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 95,815 | $687.0K | 0.00% | +1,600+1.7% | Added |
| Comerica Bank | 84,543 | $606.2K | 0.00% | 00.0% | Unchanged |
| Saxony Capital Management, LLC | 83,500 | $598.7K | 0.55% | +8,000+10.6% | Added |
| GWM Advisors LLC | 83,465 | $598.4K | 0.00% | −1,458−1.7% | Reduced |
| Wells Fargo & Company | 77,657 | $556.8K | 0.00% | +5,347+7.4% | Added |
| Wolverine Asset Management LLC | 67,916 | $487.0K | 0.01% | +53,641+375.8% | Added |
| Rpo LLC | 61,799 | $443.1K | 0.66% | −326,642−84.1% | Reduced |
| Dakota Wealth Management | 59,500 | $426.6K | 0.01% | +1,760+3.0% | Added |
| Chicago Partners Investment Group LLC | 58,443 | $416.7K | 0.01% | +2,103+3.7% | Added |
| Advisor Group Holdings, Inc. | 57,053 | $409.1K | 0.00% | +1,626+2.9% | Added |
| Colony Group, LLC | 49,752 | $356.7K | 0.00% | −1,140−2.2% | Reduced |
| Janney Montgomery Scott LLC | 47,432 | $340.0K | 0.00% | −3,599−7.1% | Reduced |
| Raymond James Trust N.A. | 46,077 | $330.4K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 43,257 | $310.1K | 0.00% | +381+0.9% | Added |
| Zuckerman Investment Group, LLC | 41,074 | $294.5K | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 40,734 | $292.1K | 0.00% | +4,824+13.4% | Added |
| Bank of Montreal | 40,000 | $286.4K | 0.00% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 38,800 | $278.2K | 0.04% | 00.0% | Unchanged |
| Bank of America Corp | 38,060 | $272.9K | 0.00% | +7,192+23.3% | Added |
| Brookstone Capital Management | 35,164 | $252.1K | 0.00% | +559+1.6% | Added |
| Rockefeller Capital Management L.P. | 31,500 | $225.9K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 30,500 | $218.7K | 0.03% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 29,748 | $213.3K | 0.01% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 29,597 | $212.2K | 0.03% | −1,110−3.6% | Reduced |
| Captrust Financial Advisors | 28,623 | $205.2K | 0.00% | −1,735−5.7% | Reduced |
| Independent Financial Group, LLC | 27,811 | $199.4K | 0.01% | −3,000−9.7% | Reduced |
| Strategic Financial Concepts, LLC | 25,300 | $181.4K | 0.06% | −145,728−85.2% | Reduced |
| J.W. Cole Advisors, Inc. | 25,297 | $181.4K | 0.01% | −5,915−19.0% | Reduced |
| Stifel Financial Corp | 23,839 | $170.9K | 0.00% | −477−2.0% | Reduced |
| L.M. Kohn & Company | 22,811 | $163.6K | 0.04% | +42+0.2% | Added |
| The PNC Financial Services Group, Inc. | 22,797 | $163.5K | 0.00% | +6,805+42.6% | Added |
| Harbour Investments, Inc. | 21,104 | $151.3K | 0.00% | +1,752+9.1% | Added |
| National Asset Management, Inc. | 21,216 | $150.0K | 0.00% | −19,004−47.3% | Reduced |
| Wedbush Securities Inc | 20,156 | $145.0K | 0.01% | +610+3.1% | Added |
| Valeo Financial Advisors, LLC | 19,212 | $137.8K | 0.00% | +512+2.7% | Added |
| San Luis Wealth Advisors LLC | 18,680 | $134.0K | 0.03% | +133+0.7% | Added |
| CoreCap Advisors, LLC | 18,230 | $130.7K | 0.01% | −2,580−12.4% | Reduced |
| XML Financial, LLC | 17,200 | $123.3K | 0.01% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 17,192 | $123.3K | 0.00% | −90,860−84.1% | Reduced |
| Morris Retirement Advisors, LLC | 16,823 | $120.6K | 0.07% | +192+1.2% | Added |
| Cetera Investment Advisers | 16,515 | $118.4K | 0.00% | −6,702−28.9% | Reduced |
| Stephens Inc | 16,250 | $116.5K | 0.00% | +450+2.8% | Added |
| D.A. Davidson & Co. | 16,000 | $114.7K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 15,872 | $113.8K | 0.00% | +135+0.9% | Added |
| Prairie Wealth Advisors, Inc. | 15,100 | $108.3K | 0.05% | −900−5.6% | Reduced |
| First Heartland Consultants, Inc. | 13,502 | $97.0K | 0.01% | +52+0.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 13,326 | $95.5K | 0.00% | +13,326 | New |
| Arete Wealth Advisors, LLC | 12,688 | $91.0K | 0.01% | +2,496+24.5% | Added |
| Steward Partners Investment Advisory, LLC | 12,632 | $90.6K | 0.00% | +4,732+59.9% | Added |
| Stratos Wealth Partners, LTD. | 11,850 | $85.0K | 0.00% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 11,000 | $78.9K | 0.03% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 10,869 | $77.9K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 10,799 | $77.0K | 0.01% | +1,007+10.3% | Added |
| Spire Wealth Management | 10,200 | $73.1K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 10,141 | $72.7K | 0.00% | +10,141 | New |
| TD Private Client Wealth LLC | 10,141 | $72.7K | 0.00% | +10,141 | New |
| Citadel Advisors LLC | 10,093 | $72.4K | 0.00% | −648−6.0% | Reduced |
| Equitable Holdings, Inc. | 10,000 | $71.7K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 8,700 | $62.4K | 0.00% | +8,700 | New |
| Continuum Advisory, LLC | 6,415 | $44.6K | 0.01% | −417−6.1% | Reduced |
| Gilliland Jeter Wealth Management LLC | 5,000 | $35.9K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,523 | $32.4K | 0.00% | +29+0.6% | Added |
| GHP Investment Advisors, Inc. | 4,158 | $29.8K | 0.00% | +4,158 | New |
| Principal Securities, Inc. | 4,135 | $29.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,739 | $19.6K | 0.00% | +59+2.2% | Added |
| Tidemark, LLC | 2,400 | $17.2K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,921 | $13.8K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,500 | $10.8K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,200 | $8.60K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,045 | $7.49K | 0.00% | +22+2.2% | Added |
| Allworth Financial LP | 846 | $6.07K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 846 | $6.07K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 600 | $4.30K | 0.00% | +600 | New |
| Tower Research Capital LLC (TRC) | 540 | $3.87K | 0.00% | +69+14.6% | Added |
| US Bancorp | 230 | $1.65K | 0.00% | +230 | New |
| Stephens Consulting, LLC | 200 | $1.43K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 13,680 | – | – | +13,680 | New |
| Flow State Investments, L.P. | 0 | $0 | 0.00% | −78,076−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −20,555−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −15,270−100.0% | Sold out |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −10,473−100.0% | Sold out |