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, Q2 2025
Institutional positions in Calamos Global Dynamic Income Fund as of Jun 30, 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
- 96
- +2 vs. Q1 2025
- Shares held
- 18.2M
- +491.2K (+2.8%) vs. Q1 2025
- Total value
- $129.9M
- +$16.6M (+14.6%) vs. Q1 2025
- New holders
- 9
- 40 more added
- Sold out
- 7
- 22 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Calamos Global Dynamic Income Fund; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 5,224,474 | $37.3M | 0.00% | +204,503+4.1% | Added |
| Karpus Management, Inc. | 1,656,186 | $11.8M | 0.38% | +310,155+23.0% | Added |
| Mangrove Partners | 1,231,838 | $8.78M | 0.94% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,168,106 | $8.33M | 0.15% | −293,832−20.1% | Reduced |
| Baird Financial Group, Inc. | 1,095,421 | $7.81M | 0.01% | −125,525−10.3% | Reduced |
| Guggenheim Capital LLC | 1,039,131 | $7.41M | 0.06% | +74,431+7.7% | Added |
| LPL Financial LLC | 984,846 | $7.02M | 0.00% | +26,219+2.7% | Added |
| Shaker Financial Services, LLC | 841,470 | $6.00M | 2.18% | +101,929+13.8% | Added |
| Wolverine Asset Management LLC | 402,466 | $2.87M | 0.05% | +225,728+127.7% | Added |
| Private Advisor Group, LLC | 396,738 | $2.83M | 0.02% | +3,565+0.9% | Added |
| Raymond James Financial Inc | 300,860 | $2.15M | 0.00% | +22,807+8.2% | Added |
| CNH Partners LLC | 299,786 | $2.14M | 0.05% | −46,559−13.4% | Reduced |
| Ameriprise Financial Inc | 255,929 | $1.83M | 0.00% | +8,618+3.5% | Added |
| Royal Bank of Canada | 194,226 | $1.39M | 0.00% | −52,621−21.3% | Reduced |
| UBS Group AG | 193,893 | $1.38M | 0.00% | +461+0.2% | Added |
| D.A. Davidson & Co. | 192,129 | $1.37M | 0.01% | +32,864+20.6% | Added |
| 1607 Capital Partners, LLC | 166,351 | $1.19M | 0.10% | +29,900+21.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 139,223 | $993.0K | 0.00% | +19,908+16.7% | Added |
| Commonwealth Equity Services, LLC | 127,423 | $909.0K | 0.00% | −10,073−7.3% | Reduced |
| Walleye Capital LLC | 104,984 | $748.5K | 0.01% | −19,362−15.6% | Reduced |
| Advisor Group Holdings, Inc. | 100,698 | $718.0K | 0.00% | +24,974+33.0% | Added |
| Readystate Asset Management LP | 100,571 | $717.1K | 0.03% | +20,651+25.8% | Added |
| Invesco Ltd. | 98,189 | $700.1K | 0.00% | −756−0.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 87,396 | $626.2K | 0.00% | −67,600−43.6% | Reduced |
| Saxony Capital Management, LLC | 87,250 | $622.1K | 0.48% | 00.0% | Unchanged |
| Wells Fargo & Company | 84,991 | $606.0K | 0.00% | +260+0.3% | Added |
| Comerica Bank | 78,488 | $559.6K | 0.00% | −6,750−7.9% | Reduced |
| GWM Advisors LLC | 67,636 | $482.2K | 0.00% | −6,514−8.8% | Reduced |
| Dakota Wealth Management | 64,420 | $459.3K | 0.01% | +4,500+7.5% | Added |
| Landscape Capital Management, L.L.C. | 63,358 | $451.7K | 0.04% | −10,475−14.2% | Reduced |
| Rpo LLC | 61,799 | $440.6K | 1.03% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 60,921 | $434.4K | 0.00% | +2,830+4.9% | Added |
| Chicago Partners Investment Group LLC | 58,638 | $421.6K | 0.01% | +285+0.5% | Added |
| Northwestern Mutual Wealth Management Co | 51,250 | $365.4K | 0.00% | −22,931−30.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 45,393 | $323.6K | 0.00% | +80.0% | Added |
| Blue Bell Private Wealth Management, LLC | 45,361 | $323.4K | 0.05% | +11,083+32.3% | Added |
| Brookstone Capital Management | 43,847 | $312.6K | 0.00% | +5,875+15.5% | Added |
| Zuckerman Investment Group, LLC | 41,074 | $292.9K | 0.03% | 00.0% | Unchanged |
| Colony Group, LLC | 41,071 | $292.8K | 0.00% | −3,420−7.7% | Reduced |
| NWF Advisory Services Inc. | 40,600 | $289.5K | 0.03% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 38,475 | $274.3K | 0.01% | −5,217−11.9% | Reduced |
| Harbour Investments, Inc. | 36,913 | $263.2K | 0.01% | +1,956+5.6% | Added |
| Stephens Inc | 36,290 | $258.7K | 0.00% | +4,600+14.5% | Added |
| RFG Advisory, LLC | 34,117 | $243.3K | 0.01% | +815+2.4% | Added |
| Balyasny Asset Management LLC | 33,666 | $240.0K | 0.00% | +33,666 | New |
| Bank of America Corp | 31,966 | $227.9K | 0.00% | −11,402−26.3% | Reduced |
| Captrust Financial Advisors | 31,416 | $224.0K | 0.00% | +12,533+66.4% | Added |
| Janney Montgomery Scott LLC | 31,079 | $222.0K | 0.00% | −17,548−36.1% | Reduced |
| Calamos Wealth Management LLC | 29,748 | $212.1K | 0.01% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 29,300 | $208.9K | 0.02% | −1,200−3.9% | Reduced |
| Stifel Financial Corp | 28,965 | $206.5K | 0.00% | +7,939+37.8% | Added |
| Warren Averett Asset Management, LLC | 28,283 | $201.7K | 0.00% | −696−2.4% | Reduced |
| Integrated Wealth Concepts LLC | 26,525 | $189.1K | 0.00% | +26,525 | New |
| Strategic Financial Concepts, LLC | 25,300 | $180.4K | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 25,084 | $178.9K | 0.00% | −12,000−32.4% | Reduced |
| L.M. Kohn & Company | 24,345 | $173.6K | 0.05% | +947+4.0% | Added |
| Oppenheimer & Co Inc | 23,461 | $167.3K | 0.00% | +6,309+36.8% | Added |
| Continuum Advisory, LLC | 22,117 | $157.7K | 0.02% | +15,702+244.8% | Added |
| National Asset Management, Inc. | 20,316 | $144.9K | 0.01% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 18,944 | $135.0K | 0.03% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 18,462 | $131.6K | 0.06% | +97+0.5% | Added |
| CoreCap Advisors, LLC | 18,005 | $128.4K | 0.01% | −1,500−7.7% | Reduced |
| Atria Wealth Solutions, Inc. | 17,872 | $127.4K | 0.00% | +17,872 | New |
| Wedbush Securities Inc | 17,575 | $125.0K | 0.00% | +46+0.3% | Added |
| XML Financial, LLC | 17,200 | $122.6K | 0.01% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 17,192 | $122.6K | 0.00% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 16,850 | $120.1K | 0.00% | +79+0.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 16,669 | $118.9K | 0.00% | +1,993+13.6% | Added |
| Cetera Investment Advisers | 14,627 | $104.3K | 0.00% | +648+4.6% | Added |
| Concurrent Investment Advisors, LLC | 14,483 | $103.3K | 0.00% | +14,483 | New |
| Prairie Wealth Advisors, Inc. | 14,300 | $102.0K | 0.04% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 13,924 | $99.3K | 0.02% | +13,924 | New |
| First Heartland Consultants, Inc. | 13,617 | $97.1K | 0.01% | +45+0.3% | Added |
| Palogic Value Management, L.P. | 11,000 | $78.4K | 0.03% | 00.0% | Unchanged |
| Jane Street Group, LLC | 10,166 | $72.5K | 0.00% | −23,158−69.5% | Reduced |
| Almitas Capital LLC | 10,000 | $71.3K | 0.02% | +10,000 | New |
| Farther Finance Advisors, LLC | 9,159 | $65.3K | 0.00% | −1,050−10.3% | Reduced |
| NBC Securities, Inc. | 8,360 | $59.0K | 0.00% | +24+0.3% | Added |
| Steward Partners Investment Advisory, LLC | 7,516 | $53.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5,825 | $41.5K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 4,660 | $33.2K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 4,385 | $31.3K | 0.00% | +99+2.3% | Added |
| IFP Advisors, Inc | 2,926 | $20.9K | 0.00% | +66+2.3% | Added |
| EverSource Wealth Advisors, LLC | 2,500 | $17.8K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 2,460 | $17.6K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 2,400 | $17.1K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,908 | $13.6K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,707 | $12.2K | 0.00% | +1,707 | New |
| Oliver Lagore Vanvalin Investment Group | 1,500 | $9.59K | 0.00% | +1,500 | New |
| Beacon Capital Management, LLC | 1,116 | $7.96K | 0.00% | +25+2.3% | Added |
| Principal Securities, Inc. | 1,000 | $7.13K | 0.00% | +1,000 | New |
| JPMorgan Chase & Co | 846 | $6.03K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 846 | $6.03K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 600 | $4.28K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 200 | $1.43K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 175 | $1.25K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −20,669−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −19,488−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −10,522−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −10,230−100.0% | Sold out |