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 2024
Institutional positions in Calamos Global Dynamic Income Fund as of Dec 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
- 93
- +1 vs. Q3 2024
- Shares held
- 17.2M
- +371.1K (+2.2%) vs. Q3 2024
- Total value
- $116.2M
- −$4.41M (−3.7%) vs. Q3 2024
- New holders
- 15
- 29 more added
- Sold out
- 14
- 25 more reduced
4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Calamos Global Dynamic Income Fund; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 4,853,920 | $32.8M | 0.00% | −306,234−5.9% | Reduced |
| Advisors Asset Management, Inc. | 1,859,477 | $12.6M | 0.23% | +175,726+10.4% | Added |
| Mangrove Partners | 1,231,838 | $8.31M | 0.99% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 1,215,342 | $8.20M | 0.02% | +3,156+0.3% | Added |
| Karpus Management, Inc. | 1,005,461 | $6.79M | 0.20% | +41,327+4.3% | Added |
| Guggenheim Capital LLC | 965,829 | $6.52M | 0.05% | +200,347+26.2% | Added |
| LPL Financial LLC | 927,740 | $6.26M | 0.00% | +23,937+2.6% | Added |
| Shaker Financial Services, LLC | 721,031 | $4.90M | 1.88% | −124,962−14.8% | Reduced |
| CNH Partners LLC | 407,189 | $2.75M | 0.07% | −123,339−23.2% | Reduced |
| Private Advisor Group, LLC | 391,788 | $2.64M | 0.01% | −12,050−3.0% | Reduced |
| Raymond James Financial Inc | 306,017 | $2.07M | 0.00% | +306,017 | New |
| Ameriprise Financial Inc | 244,242 | $1.66M | 0.00% | +2,419+1.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 218,996 | $1.48M | 0.00% | −48,600−18.2% | Reduced |
| UBS Group AG | 194,789 | $1.31M | 0.00% | +896+0.5% | Added |
| Commonwealth Equity Services, LLC | 194,006 | $1.31M | 0.00% | −12,327−6.0% | Reduced |
| Walleye Capital LLC | 132,638 | $895.3K | 0.01% | −2,528−1.9% | Reduced |
| Royal Bank of Canada | 128,762 | $869.0K | 0.00% | +11,675+10.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 119,426 | $806.0K | 0.00% | +23,611+24.6% | Added |
| Readystate Asset Management LP | 117,178 | $791.0K | 0.03% | +117,178 | New |
| Northwestern Mutual Wealth Management Co | 93,689 | $632.4K | 0.00% | +52,955+130.0% | Added |
| Wolverine Asset Management LLC | 87,980 | $593.9K | 0.01% | +20,064+29.5% | Added |
| Comerica Bank | 85,238 | $575.4K | 0.00% | +695+0.8% | Added |
| Saxony Capital Management, LLC | 83,500 | $563.6K | 0.50% | 00.0% | Unchanged |
| Wells Fargo & Company | 80,309 | $542.1K | 0.00% | +2,652+3.4% | Added |
| 1607 Capital Partners, LLC | 79,769 | $538.4K | 0.04% | +79,769 | New |
| GWM Advisors LLC | 75,225 | $507.8K | 0.00% | −8,240−9.9% | Reduced |
| Rpo LLC | 61,799 | $417.1K | 0.54% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 61,075 | $412.3K | 0.04% | −77,715−56.0% | Reduced |
| Dakota Wealth Management | 59,500 | $401.6K | 0.01% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 58,932 | $399.6K | 0.01% | +489+0.8% | Added |
| Advisor Group Holdings, Inc. | 56,595 | $382.0K | 0.00% | −458−0.8% | Reduced |
| D.A. Davidson & Co. | 55,151 | $372.3K | 0.00% | +39,151+244.7% | Added |
| Kestra Advisory Services, LLC | 54,053 | $364.9K | 0.00% | +10,796+25.0% | Added |
| Janney Montgomery Scott LLC | 49,709 | $336.0K | 0.00% | +2,277+4.8% | Added |
| Kovitz Investment Group Partners, LLC | 45,379 | $306.3K | 0.00% | +45,379 | New |
| Colony Group, LLC | 45,294 | $305.7K | 0.00% | −4,458−9.0% | Reduced |
| Zuckerman Investment Group, LLC | 41,074 | $281.4K | 0.03% | 00.0% | Unchanged |
| Bank of Montreal | 40,000 | $270.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 36,978 | $249.6K | 0.00% | −1,082−2.8% | Reduced |
| Brookstone Capital Management | 35,066 | $236.7K | 0.00% | −98−0.3% | Reduced |
| Warren Averett Asset Management, LLC | 30,958 | $209.0K | 0.00% | +30,958 | New |
| Institute for Wealth Management, LLC. | 30,500 | $205.9K | 0.03% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 29,748 | $200.8K | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 29,170 | $196.9K | 0.00% | +29,170 | New |
| Captrust Financial Advisors | 28,452 | $192.1K | 0.00% | −171−0.6% | Reduced |
| Susquehanna International Group, LLP | 26,949 | $181.9K | 0.00% | +26,949 | New |
| J.W. Cole Advisors, Inc. | 25,581 | $172.7K | 0.01% | +284+1.1% | Added |
| Strategic Financial Concepts, LLC | 25,300 | $170.8K | 0.03% | 00.0% | Unchanged |
| L.M. Kohn & Company | 22,853 | $154.3K | 0.04% | +42+0.2% | Added |
| Stifel Financial Corp | 22,768 | $153.7K | 0.00% | −1,071−4.5% | Reduced |
| The PNC Financial Services Group, Inc. | 21,949 | $148.2K | 0.00% | −848−3.7% | Reduced |
| Harbour Investments, Inc. | 21,278 | $143.6K | 0.00% | +174+0.8% | Added |
| National Asset Management, Inc. | 20,316 | $138.1K | 0.00% | −900−4.2% | Reduced |
| Valeo Financial Advisors, LLC | 19,346 | $130.6K | 0.00% | +134+0.7% | Added |
| San Luis Wealth Advisors LLC | 18,944 | $128.0K | 0.02% | +264+1.4% | Added |
| Wedbush Securities Inc | 18,887 | $127.0K | 0.00% | −1,269−6.3% | Reduced |
| CoreCap Advisors, LLC | 18,230 | $123.1K | 0.01% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 17,828 | $120.3K | 0.06% | +1,005+6.0% | Added |
| XML Financial, LLC | 17,200 | $116.1K | 0.01% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 17,192 | $116.0K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 17,150 | $115.8K | 0.00% | +900+5.5% | Added |
| Oppenheimer & Co Inc | 16,012 | $108.1K | 0.00% | +140+0.9% | Added |
| Meridian Investment Counsel Inc. | 15,500 | $104.6K | 0.03% | +15,500 | New |
| Cetera Investment Advisers | 14,577 | $98.4K | 0.00% | −1,938−11.7% | Reduced |
| Prairie Wealth Advisors, Inc. | 14,300 | $97.2K | 0.05% | −800−5.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 14,032 | $95.4K | 0.00% | +706+5.3% | Added |
| Blue Bell Private Wealth Management, LLC | 12,753 | $86.1K | 0.02% | +12,753 | New |
| First Heartland Consultants, Inc. | 13,530 | $81.3K | 0.01% | +28+0.2% | Added |
| Apollon Wealth Management, LLC | 11,698 | $79.0K | 0.00% | +11,698 | New |
| Palogic Value Management, L.P. | 11,000 | $74.3K | 0.03% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 10,319 | $69.7K | 0.01% | −550−5.1% | Reduced |
| Equitable Holdings, Inc. | 10,000 | $67.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 8,700 | $58.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 7,516 | $50.7K | 0.00% | −5,116−40.5% | Reduced |
| Continuum Advisory, LLC | 6,415 | $43.3K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 6,172 | $41.7K | 0.00% | +6,172 | New |
| Spire Wealth Management | 4,660 | $31.5K | 0.00% | −5,540−54.3% | Reduced |
| MAI Capital Management | 4,432 | $29.9K | 0.00% | +4,432 | New |
| EverSource Wealth Advisors, LLC | 3,559 | $24.0K | 0.00% | −964−21.3% | Reduced |
| IFP Advisors, Inc | 2,797 | $18.9K | 0.00% | +58+2.1% | Added |
| ORG Partners LLC | 2,460 | $16.6K | 0.00% | +2,460 | New |
| Tidemark, LLC | 2,400 | $16.2K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,921 | $13.0K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,500 | $10.1K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,067 | $7.21K | 0.00% | +22+2.1% | Added |
| Allworth Financial LP | 846 | $5.87K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 846 | $5.71K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 600 | $4.05K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 500 | $3.44K | 0.00% | +500 | New |
| US Bancorp | 230 | $1.55K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 200 | $1.35K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 9 | $65 | 0.01% | −10,790−99.9% | Reduced |
| FMR LLC | 1 | $7 | 0.00% | +1 | New |
| NWF Advisory Services Inc. | 0 | $0 | 0.00% | −38,800−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −31,500−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −27,811−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −12,688−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −11,850−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −10,141−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −10,141−100.0% | Sold out |