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 2025
Institutional positions in Calamos Global Dynamic Income Fund as of Mar 31, 2025. 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
- 94
- +2 vs. Q4 2024
- Shares held
- 17.7M
- +523.9K (+3.0%) vs. Q4 2024
- Total value
- $113.3M
- −$2.85M (−2.5%) vs. Q4 2024
- New holders
- 7
- 38 more added
- Sold out
- 5
- 25 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Calamos Global Dynamic Income Fund; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 5,019,971 | $32.1M | 0.00% | +166,051+3.4% | Added |
| Advisors Asset Management, Inc. | 1,461,938 | $9.36M | 0.18% | −397,539−21.4% | Reduced |
| Karpus Management, Inc. | 1,346,031 | $8.60M | 0.28% | +340,570+33.9% | Added |
| Mangrove Partners | 1,231,838 | $7.87M | 0.89% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 1,220,946 | $7.80M | 0.02% | +5,604+0.5% | Added |
| Guggenheim Capital LLC | 964,700 | $6.17M | 0.06% | −1,129−0.1% | Reduced |
| LPL Financial LLC | 958,627 | $6.13M | 0.00% | +30,887+3.3% | Added |
| Shaker Financial Services, LLC | 739,541 | $4.73M | 1.84% | +18,510+2.6% | Added |
| Private Advisor Group, LLC | 393,173 | $2.51M | 0.02% | +1,385+0.4% | Added |
| CNH Partners LLC | 346,345 | $2.22M | 0.05% | −60,844−14.9% | Reduced |
| Raymond James Financial Inc | 278,053 | $1.78M | 0.00% | −27,964−9.1% | Reduced |
| Ameriprise Financial Inc | 247,311 | $1.58M | 0.00% | +3,069+1.3% | Added |
| Royal Bank of Canada | 246,847 | $1.58M | 0.00% | +118,085+91.7% | Added |
| UBS Group AG | 193,432 | $1.24M | 0.00% | −1,357−0.7% | Reduced |
| Wolverine Asset Management LLC | 176,738 | $1.13M | 0.02% | +88,758+100.9% | Added |
| D.A. Davidson & Co. | 159,265 | $1.02M | 0.01% | +104,114+188.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 154,996 | $990.4K | 0.00% | −64,000−29.2% | Reduced |
| Commonwealth Equity Services, LLC | 137,496 | $879.0K | 0.00% | −56,510−29.1% | Reduced |
| 1607 Capital Partners, LLC | 136,451 | $871.9K | 0.07% | +56,682+71.1% | Added |
| Walleye Capital LLC | 124,346 | $795.8K | 0.01% | −8,292−6.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 119,315 | $762.0K | 0.00% | −111−0.1% | Reduced |
| Invesco Ltd. | 98,945 | $632.3K | 0.00% | +69,775+239.2% | Added |
| Saxony Capital Management, LLC | 87,250 | $557.5K | 0.49% | +3,750+4.5% | Added |
| Comerica Bank | 85,238 | $544.7K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 84,731 | $541.4K | 0.00% | +4,422+5.5% | Added |
| Readystate Asset Management LP | 79,920 | $511.5K | 0.03% | −37,258−31.8% | Reduced |
| Advisor Group Holdings, Inc. | 75,724 | $483.9K | 0.00% | +19,129+33.8% | Added |
| Northwestern Mutual Wealth Management Co | 74,181 | $474.0K | 0.00% | −19,508−20.8% | Reduced |
| GWM Advisors LLC | 74,150 | $473.8K | 0.00% | −1,075−1.4% | Reduced |
| Landscape Capital Management, L.L.C. | 73,833 | $471.8K | 0.04% | +12,758+20.9% | Added |
| Rpo LLC | 61,799 | $394.9K | 0.79% | 00.0% | Unchanged |
| Dakota Wealth Management | 59,920 | $382.9K | 0.01% | +420+0.7% | Added |
| Chicago Partners Investment Group LLC | 58,353 | $381.6K | 0.01% | −579−1.0% | Reduced |
| Kestra Advisory Services, LLC | 58,091 | $371.2K | 0.00% | +4,038+7.5% | Added |
| Janney Montgomery Scott LLC | 48,627 | $311.0K | 0.00% | −1,082−2.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 45,385 | $290.0K | 0.00% | +60.0% | Added |
| Colony Group, LLC | 44,491 | $284.3K | 0.00% | −803−1.8% | Reduced |
| J.W. Cole Advisors, Inc. | 43,692 | $279.2K | 0.01% | +18,111+70.8% | Added |
| Bank of America Corp | 43,368 | $277.1K | 0.00% | +6,390+17.3% | Added |
| Zuckerman Investment Group, LLC | 41,074 | $262.5K | 0.03% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 40,600 | $259.4K | 0.04% | +40,600 | New |
| Brookstone Capital Management | 37,972 | $242.6K | 0.00% | +2,906+8.3% | Added |
| The PNC Financial Services Group, Inc. | 37,084 | $237.0K | 0.00% | +15,135+69.0% | Added |
| Harbour Investments, Inc. | 34,957 | $223.4K | 0.01% | +13,679+64.3% | Added |
| Blue Bell Private Wealth Management, LLC | 34,278 | $219.0K | 0.04% | +21,525+168.8% | Added |
| Jane Street Group, LLC | 33,324 | $212.9K | 0.00% | +33,324 | New |
| RFG Advisory, LLC | 33,302 | $212.8K | 0.01% | +33,302 | New |
| Stephens Inc | 31,690 | $202.5K | 0.00% | +14,540+84.8% | Added |
| Institute for Wealth Management, LLC. | 30,500 | $194.9K | 0.03% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 29,748 | $190.4K | 0.01% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 28,979 | $185.2K | 0.00% | −1,979−6.4% | Reduced |
| Strategic Financial Concepts, LLC | 25,300 | $161.7K | 0.03% | 00.0% | Unchanged |
| L.M. Kohn & Company | 23,398 | $149.5K | 0.04% | +545+2.4% | Added |
| Stifel Financial Corp | 21,026 | $134.4K | 0.00% | −1,742−7.7% | Reduced |
| Susquehanna International Group, LLP | 20,669 | $132.3K | 0.00% | −6,280−23.3% | Reduced |
| National Asset Management, Inc. | 20,316 | $129.8K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 19,505 | $124.6K | 0.01% | +1,275+7.0% | Added |
| Valeo Financial Advisors, LLC | 19,488 | $124.5K | 0.00% | +142+0.7% | Added |
| San Luis Wealth Advisors LLC | 18,944 | $121.0K | 0.03% | 00.0% | Unchanged |
| Captrust Financial Advisors | 18,883 | $120.7K | 0.00% | −9,569−33.6% | Reduced |
| Morris Retirement Advisors, LLC | 18,365 | $117.4K | 0.06% | +537+3.0% | Added |
| Wedbush Securities Inc | 17,529 | $112.0K | 0.00% | −1,358−7.2% | Reduced |
| XML Financial, LLC | 17,200 | $109.9K | 0.01% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 17,192 | $109.9K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 17,152 | $109.6K | 0.00% | +1,140+7.1% | Added |
| Apollon Wealth Management, LLC | 16,771 | $107.2K | 0.00% | +5,073+43.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 14,676 | $94.4K | 0.00% | +644+4.6% | Added |
| Prairie Wealth Advisors, Inc. | 14,300 | $91.4K | 0.04% | 00.0% | Unchanged |
| Cetera Investment Advisers | 13,979 | $89.3K | 0.00% | −598−4.1% | Reduced |
| First Heartland Consultants, Inc. | 13,572 | $86.7K | 0.01% | +42+0.3% | Added |
| Palogic Value Management, L.P. | 11,000 | $70.3K | 0.03% | 00.0% | Unchanged |
| First Manhattan Co | 10,522 | $67.2K | 0.00% | +10,522 | New |
| Farther Finance Advisors, LLC | 10,209 | $65.4K | 0.00% | +1,509+17.3% | Added |
| Advisor Resource Council | 10,230 | $65.4K | 0.01% | +10,230 | New |
| Equitable Holdings, Inc. | 10,000 | $63.9K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 8,336 | $53.0K | 0.00% | +8,327+92,522.2% | Added |
| Steward Partners Investment Advisory, LLC | 7,516 | $48.0K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 6,415 | $41.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5,825 | $37.2K | 0.00% | +5,825 | New |
| Spire Wealth Management | 4,660 | $29.8K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 4,286 | $27.4K | 0.00% | −146−3.3% | Reduced |
| Elequin Capital LP | 3,343 | $21.4K | 0.00% | −2,829−45.8% | Reduced |
| IFP Advisors, Inc | 2,860 | $18.3K | 0.00% | +63+2.3% | Added |
| EverSource Wealth Advisors, LLC | 2,500 | $16.0K | 0.00% | −1,059−29.8% | Reduced |
| ORG Partners LLC | 2,460 | $15.8K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 2,400 | $15.3K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,908 | $12.2K | 0.00% | +1,908 | New |
| Beacon Capital Management, LLC | 1,091 | $6.97K | 0.00% | +24+2.2% | Added |
| JPMorgan Chase & Co | 846 | $5.41K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 846 | $5.35K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 600 | $3.83K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 500 | $3.19K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 200 | $1.28K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 175 | $1.12K | 0.00% | −55−23.9% | Reduced |
| Bank of Montreal | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Meridian Investment Counsel Inc. | 0 | $0 | 0.00% | −15,500−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −10,319−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −1,921−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Oliver Lagore Vanvalin Investment Group | – | – | – | – | Not filed |