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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $7 | 0.00% | +1 | New |
| NBC Securities, Inc. | 9 | $65 | 0.01% | −10,790−99.9% | Reduced |
| Stephens Consulting, LLC | 200 | $1.35K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 230 | $1.55K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 500 | $3.44K | 0.00% | +500 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 600 | $4.05K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 846 | $5.71K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 846 | $5.87K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,067 | $7.21K | 0.00% | +22+2.1% | Added |
| Oliver Lagore Vanvalin Investment Group | 1,500 | $10.1K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,921 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 2,400 | $16.2K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 2,460 | $16.6K | 0.00% | +2,460 | New |
| IFP Advisors, Inc | 2,797 | $18.9K | 0.00% | +58+2.1% | Added |
| EverSource Wealth Advisors, LLC | 3,559 | $24.0K | 0.00% | −964−21.3% | Reduced |
| MAI Capital Management | 4,432 | $29.9K | 0.00% | +4,432 | New |
| Spire Wealth Management | 4,660 | $31.5K | 0.00% | −5,540−54.3% | Reduced |
| Elequin Capital LP | 6,172 | $41.7K | 0.00% | +6,172 | New |
| Continuum Advisory, LLC | 6,415 | $43.3K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 7,516 | $50.7K | 0.00% | −5,116−40.5% | Reduced |
| Farther Finance Advisors, LLC | 8,700 | $58.7K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 10,000 | $67.5K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 10,319 | $69.7K | 0.01% | −550−5.1% | Reduced |
| Palogic Value Management, L.P. | 11,000 | $74.3K | 0.03% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 11,698 | $79.0K | 0.00% | +11,698 | New |
| First Heartland Consultants, Inc. | 13,530 | $81.3K | 0.01% | +28+0.2% | Added |
| Blue Bell Private Wealth Management, LLC | 12,753 | $86.1K | 0.02% | +12,753 | New |
| Wiley Bros.-Aintree Capital, LLC | 14,032 | $95.4K | 0.00% | +706+5.3% | Added |
| Prairie Wealth Advisors, Inc. | 14,300 | $97.2K | 0.05% | −800−5.3% | Reduced |
| Cetera Investment Advisers | 14,577 | $98.4K | 0.00% | −1,938−11.7% | Reduced |
| Meridian Investment Counsel Inc. | 15,500 | $104.6K | 0.03% | +15,500 | New |
| Oppenheimer & Co Inc | 16,012 | $108.1K | 0.00% | +140+0.9% | Added |
| Stephens Inc | 17,150 | $115.8K | 0.00% | +900+5.5% | Added |
| Boothbay Fund Management, LLC | 17,192 | $116.0K | 0.00% | 00.0% | Unchanged |
| XML Financial, LLC | 17,200 | $116.1K | 0.01% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 17,828 | $120.3K | 0.06% | +1,005+6.0% | Added |
| CoreCap Advisors, LLC | 18,230 | $123.1K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 18,887 | $127.0K | 0.00% | −1,269−6.3% | Reduced |
| San Luis Wealth Advisors LLC | 18,944 | $128.0K | 0.02% | +264+1.4% | Added |
| Valeo Financial Advisors, LLC | 19,346 | $130.6K | 0.00% | +134+0.7% | Added |
| National Asset Management, Inc. | 20,316 | $138.1K | 0.00% | −900−4.2% | Reduced |
| Harbour Investments, Inc. | 21,278 | $143.6K | 0.00% | +174+0.8% | Added |
| The PNC Financial Services Group, Inc. | 21,949 | $148.2K | 0.00% | −848−3.7% | Reduced |
| Stifel Financial Corp | 22,768 | $153.7K | 0.00% | −1,071−4.5% | Reduced |
| L.M. Kohn & Company | 22,853 | $154.3K | 0.04% | +42+0.2% | Added |
| Strategic Financial Concepts, LLC | 25,300 | $170.8K | 0.03% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 25,581 | $172.7K | 0.01% | +284+1.1% | Added |
| Susquehanna International Group, LLP | 26,949 | $181.9K | 0.00% | +26,949 | New |
| Captrust Financial Advisors | 28,452 | $192.1K | 0.00% | −171−0.6% | Reduced |
| Invesco Ltd. | 29,170 | $196.9K | 0.00% | +29,170 | New |
| Calamos Wealth Management LLC | 29,748 | $200.8K | 0.01% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 30,500 | $205.9K | 0.03% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 30,958 | $209.0K | 0.00% | +30,958 | New |
| Brookstone Capital Management | 35,066 | $236.7K | 0.00% | −98−0.3% | Reduced |
| Bank of America Corp | 36,978 | $249.6K | 0.00% | −1,082−2.8% | Reduced |
| Bank of Montreal | 40,000 | $270.0K | 0.00% | 00.0% | Unchanged |
| Zuckerman Investment Group, LLC | 41,074 | $281.4K | 0.03% | 00.0% | Unchanged |
| Colony Group, LLC | 45,294 | $305.7K | 0.00% | −4,458−9.0% | Reduced |
| Kovitz Investment Group Partners, LLC | 45,379 | $306.3K | 0.00% | +45,379 | New |
| Janney Montgomery Scott LLC | 49,709 | $336.0K | 0.00% | +2,277+4.8% | Added |
| Kestra Advisory Services, LLC | 54,053 | $364.9K | 0.00% | +10,796+25.0% | Added |
| D.A. Davidson & Co. | 55,151 | $372.3K | 0.00% | +39,151+244.7% | Added |
| Advisor Group Holdings, Inc. | 56,595 | $382.0K | 0.00% | −458−0.8% | Reduced |
| Chicago Partners Investment Group LLC | 58,932 | $399.6K | 0.01% | +489+0.8% | Added |
| Dakota Wealth Management | 59,500 | $401.6K | 0.01% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 61,075 | $412.3K | 0.04% | −77,715−56.0% | Reduced |
| Rpo LLC | 61,799 | $417.1K | 0.54% | 00.0% | Unchanged |
| GWM Advisors LLC | 75,225 | $507.8K | 0.00% | −8,240−9.9% | Reduced |
| 1607 Capital Partners, LLC | 79,769 | $538.4K | 0.04% | +79,769 | New |
| Wells Fargo & Company | 80,309 | $542.1K | 0.00% | +2,652+3.4% | Added |
| Saxony Capital Management, LLC | 83,500 | $563.6K | 0.50% | 00.0% | Unchanged |
| Comerica Bank | 85,238 | $575.4K | 0.00% | +695+0.8% | Added |
| Wolverine Asset Management LLC | 87,980 | $593.9K | 0.01% | +20,064+29.5% | Added |
| Northwestern Mutual Wealth Management Co | 93,689 | $632.4K | 0.00% | +52,955+130.0% | Added |
| Readystate Asset Management LP | 117,178 | $791.0K | 0.03% | +117,178 | New |
| Cambridge Investment Research Advisors, Inc. | 119,426 | $806.0K | 0.00% | +23,611+24.6% | Added |
| Royal Bank of Canada | 128,762 | $869.0K | 0.00% | +11,675+10.0% | Added |
| Walleye Capital LLC | 132,638 | $895.3K | 0.01% | −2,528−1.9% | Reduced |
| Commonwealth Equity Services, LLC | 194,006 | $1.31M | 0.00% | −12,327−6.0% | Reduced |
| UBS Group AG | 194,789 | $1.31M | 0.00% | +896+0.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 218,996 | $1.48M | 0.00% | −48,600−18.2% | Reduced |
| Ameriprise Financial Inc | 244,242 | $1.66M | 0.00% | +2,419+1.0% | Added |
| Raymond James Financial Inc | 306,017 | $2.07M | 0.00% | +306,017 | New |
| Private Advisor Group, LLC | 391,788 | $2.64M | 0.01% | −12,050−3.0% | Reduced |
| CNH Partners LLC | 407,189 | $2.75M | 0.07% | −123,339−23.2% | Reduced |
| Shaker Financial Services, LLC | 721,031 | $4.90M | 1.88% | −124,962−14.8% | Reduced |
| LPL Financial LLC | 927,740 | $6.26M | 0.00% | +23,937+2.6% | Added |
| Guggenheim Capital LLC | 965,829 | $6.52M | 0.05% | +200,347+26.2% | Added |
| Karpus Management, Inc. | 1,005,461 | $6.79M | 0.20% | +41,327+4.3% | Added |
| Baird Financial Group, Inc. | 1,215,342 | $8.20M | 0.02% | +3,156+0.3% | Added |
| Mangrove Partners | 1,231,838 | $8.31M | 0.99% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,859,477 | $12.6M | 0.23% | +175,726+10.4% | Added |
| Morgan Stanley | 4,853,920 | $32.8M | 0.00% | −306,234−5.9% | Reduced |
| 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 |