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 |
|---|---|---|---|---|---|
| US Bancorp | 175 | $1.12K | 0.00% | −55−23.9% | Reduced |
| Stephens Consulting, LLC | 200 | $1.28K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 500 | $3.19K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 600 | $3.83K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 846 | $5.35K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 846 | $5.41K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,091 | $6.97K | 0.00% | +24+2.2% | Added |
| Fifth Third Bancorp | 1,908 | $12.2K | 0.00% | +1,908 | New |
| Tidemark, LLC | 2,400 | $15.3K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 2,460 | $15.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,500 | $16.0K | 0.00% | −1,059−29.8% | Reduced |
| IFP Advisors, Inc | 2,860 | $18.3K | 0.00% | +63+2.3% | Added |
| Elequin Capital LP | 3,343 | $21.4K | 0.00% | −2,829−45.8% | Reduced |
| MAI Capital Management | 4,286 | $27.4K | 0.00% | −146−3.3% | Reduced |
| Spire Wealth Management | 4,660 | $29.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5,825 | $37.2K | 0.00% | +5,825 | New |
| Continuum Advisory, LLC | 6,415 | $41.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 7,516 | $48.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 8,336 | $53.0K | 0.00% | +8,327+92,522.2% | Added |
| Equitable Holdings, Inc. | 10,000 | $63.9K | 0.00% | 00.0% | Unchanged |
| Advisor Resource Council | 10,230 | $65.4K | 0.01% | +10,230 | New |
| Farther Finance Advisors, LLC | 10,209 | $65.4K | 0.00% | +1,509+17.3% | Added |
| First Manhattan Co | 10,522 | $67.2K | 0.00% | +10,522 | New |
| Palogic Value Management, L.P. | 11,000 | $70.3K | 0.03% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 13,572 | $86.7K | 0.01% | +42+0.3% | Added |
| Cetera Investment Advisers | 13,979 | $89.3K | 0.00% | −598−4.1% | Reduced |
| Prairie Wealth Advisors, Inc. | 14,300 | $91.4K | 0.04% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 14,676 | $94.4K | 0.00% | +644+4.6% | Added |
| Apollon Wealth Management, LLC | 16,771 | $107.2K | 0.00% | +5,073+43.4% | Added |
| Oppenheimer & Co Inc | 17,152 | $109.6K | 0.00% | +1,140+7.1% | Added |
| Boothbay Fund Management, LLC | 17,192 | $109.9K | 0.00% | 00.0% | Unchanged |
| XML Financial, LLC | 17,200 | $109.9K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 17,529 | $112.0K | 0.00% | −1,358−7.2% | Reduced |
| Morris Retirement Advisors, LLC | 18,365 | $117.4K | 0.06% | +537+3.0% | Added |
| Captrust Financial Advisors | 18,883 | $120.7K | 0.00% | −9,569−33.6% | Reduced |
| San Luis Wealth Advisors LLC | 18,944 | $121.0K | 0.03% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 19,488 | $124.5K | 0.00% | +142+0.7% | Added |
| CoreCap Advisors, LLC | 19,505 | $124.6K | 0.01% | +1,275+7.0% | Added |
| National Asset Management, Inc. | 20,316 | $129.8K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 20,669 | $132.3K | 0.00% | −6,280−23.3% | Reduced |
| Stifel Financial Corp | 21,026 | $134.4K | 0.00% | −1,742−7.7% | Reduced |
| L.M. Kohn & Company | 23,398 | $149.5K | 0.04% | +545+2.4% | Added |
| Strategic Financial Concepts, LLC | 25,300 | $161.7K | 0.03% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 28,979 | $185.2K | 0.00% | −1,979−6.4% | Reduced |
| Calamos Wealth Management LLC | 29,748 | $190.4K | 0.01% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 30,500 | $194.9K | 0.03% | 00.0% | Unchanged |
| Stephens Inc | 31,690 | $202.5K | 0.00% | +14,540+84.8% | Added |
| RFG Advisory, LLC | 33,302 | $212.8K | 0.01% | +33,302 | New |
| Jane Street Group, LLC | 33,324 | $212.9K | 0.00% | +33,324 | New |
| Blue Bell Private Wealth Management, LLC | 34,278 | $219.0K | 0.04% | +21,525+168.8% | Added |
| Harbour Investments, Inc. | 34,957 | $223.4K | 0.01% | +13,679+64.3% | Added |
| The PNC Financial Services Group, Inc. | 37,084 | $237.0K | 0.00% | +15,135+69.0% | Added |
| Brookstone Capital Management | 37,972 | $242.6K | 0.00% | +2,906+8.3% | Added |
| NWF Advisory Services Inc. | 40,600 | $259.4K | 0.04% | +40,600 | New |
| Zuckerman Investment Group, LLC | 41,074 | $262.5K | 0.03% | 00.0% | Unchanged |
| Bank of America Corp | 43,368 | $277.1K | 0.00% | +6,390+17.3% | Added |
| J.W. Cole Advisors, Inc. | 43,692 | $279.2K | 0.01% | +18,111+70.8% | Added |
| Colony Group, LLC | 44,491 | $284.3K | 0.00% | −803−1.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 45,385 | $290.0K | 0.00% | +60.0% | Added |
| Janney Montgomery Scott LLC | 48,627 | $311.0K | 0.00% | −1,082−2.2% | Reduced |
| Kestra Advisory Services, LLC | 58,091 | $371.2K | 0.00% | +4,038+7.5% | Added |
| Chicago Partners Investment Group LLC | 58,353 | $381.6K | 0.01% | −579−1.0% | Reduced |
| Dakota Wealth Management | 59,920 | $382.9K | 0.01% | +420+0.7% | Added |
| Rpo LLC | 61,799 | $394.9K | 0.79% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 73,833 | $471.8K | 0.04% | +12,758+20.9% | Added |
| GWM Advisors LLC | 74,150 | $473.8K | 0.00% | −1,075−1.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 74,181 | $474.0K | 0.00% | −19,508−20.8% | Reduced |
| Advisor Group Holdings, Inc. | 75,724 | $483.9K | 0.00% | +19,129+33.8% | Added |
| Readystate Asset Management LP | 79,920 | $511.5K | 0.03% | −37,258−31.8% | Reduced |
| Wells Fargo & Company | 84,731 | $541.4K | 0.00% | +4,422+5.5% | Added |
| Comerica Bank | 85,238 | $544.7K | 0.00% | 00.0% | Unchanged |
| Saxony Capital Management, LLC | 87,250 | $557.5K | 0.49% | +3,750+4.5% | Added |
| Invesco Ltd. | 98,945 | $632.3K | 0.00% | +69,775+239.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 119,315 | $762.0K | 0.00% | −111−0.1% | Reduced |
| Walleye Capital LLC | 124,346 | $795.8K | 0.01% | −8,292−6.3% | Reduced |
| 1607 Capital Partners, LLC | 136,451 | $871.9K | 0.07% | +56,682+71.1% | Added |
| Commonwealth Equity Services, LLC | 137,496 | $879.0K | 0.00% | −56,510−29.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 154,996 | $990.4K | 0.00% | −64,000−29.2% | Reduced |
| D.A. Davidson & Co. | 159,265 | $1.02M | 0.01% | +104,114+188.8% | Added |
| Wolverine Asset Management LLC | 176,738 | $1.13M | 0.02% | +88,758+100.9% | Added |
| UBS Group AG | 193,432 | $1.24M | 0.00% | −1,357−0.7% | Reduced |
| Royal Bank of Canada | 246,847 | $1.58M | 0.00% | +118,085+91.7% | Added |
| Ameriprise Financial Inc | 247,311 | $1.58M | 0.00% | +3,069+1.3% | Added |
| Raymond James Financial Inc | 278,053 | $1.78M | 0.00% | −27,964−9.1% | Reduced |
| CNH Partners LLC | 346,345 | $2.22M | 0.05% | −60,844−14.9% | Reduced |
| Private Advisor Group, LLC | 393,173 | $2.51M | 0.02% | +1,385+0.4% | Added |
| Shaker Financial Services, LLC | 739,541 | $4.73M | 1.84% | +18,510+2.6% | Added |
| LPL Financial LLC | 958,627 | $6.13M | 0.00% | +30,887+3.3% | Added |
| Guggenheim Capital LLC | 964,700 | $6.17M | 0.06% | −1,129−0.1% | Reduced |
| Baird Financial Group, Inc. | 1,220,946 | $7.80M | 0.02% | +5,604+0.5% | Added |
| Mangrove Partners | 1,231,838 | $7.87M | 0.89% | 00.0% | Unchanged |
| Karpus Management, Inc. | 1,346,031 | $8.60M | 0.28% | +340,570+33.9% | Added |
| Advisors Asset Management, Inc. | 1,461,938 | $9.36M | 0.18% | −397,539−21.4% | Reduced |
| Morgan Stanley | 5,019,971 | $32.1M | 0.00% | +166,051+3.4% | Added |
| 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 |