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, Q3 2025
Institutional positions in Calamos Global Dynamic Income Fund as of Sep 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. Q2 2025
- Shares held
- 18.9M
- +720.2K (+4.0%) vs. Q2 2025
- Total value
- $142.6M
- +$12.9M (+9.9%) vs. Q2 2025
- New holders
- 11
- 35 more added
- Sold out
- 9
- 28 more reduced
2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Calamos Global Dynamic Income Fund; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| US Bancorp | 175 | $1.32K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 200 | $1.51K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 846 | $6.38K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 846 | $6.38K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 1,000 | $7.54K | 0.00% | +1,000 | New |
| Ameritas Advisory Services, LLC | 1,632 | $12.3K | 0.00% | −75−4.4% | Reduced |
| Fifth Third Bancorp | 1,908 | $14.4K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,251 | $17.0K | 0.00% | +2,251 | New |
| Tidemark, LLC | 2,400 | $18.1K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 2,460 | $18.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,500 | $18.9K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2,500 | $18.9K | 0.00% | +2,500 | New |
| IFP Advisors, Inc | 2,986 | $22.5K | 0.00% | +60+2.1% | Added |
| Steward Partners Investment Advisory, LLC | 3,516 | $26.5K | 0.00% | −4,000−53.2% | Reduced |
| MAI Capital Management | 4,475 | $33.7K | 0.00% | +90+2.1% | Added |
| Spire Wealth Management | 4,660 | $35.1K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 4,764 | $35.9K | 0.00% | −3,596−43.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 7,008 | $52.8K | 0.01% | −6,916−49.7% | Reduced |
| Parallel Advisors, LLC | 7,196 | $54.3K | 0.00% | +1,371+23.5% | Added |
| Farther Finance Advisors, LLC | 9,159 | $69.1K | 0.00% | 00.0% | Unchanged |
| Leigh Baldwin & Co., LLC | 10,000 | $75.4K | 0.04% | +10,000 | New |
| Palogic Value Management, L.P. | 11,000 | $82.9K | 0.04% | 00.0% | Unchanged |
| Sage Capital Management, LLC | 14,000 | $105.6K | 0.05% | +14,000 | New |
| Prairie Wealth Advisors, Inc. | 14,100 | $106.3K | 0.04% | −200−1.4% | Reduced |
| Valeo Financial Advisors, LLC | 14,122 | $106.5K | 0.00% | +14,122 | New |
| Concurrent Investment Advisors, LLC | 14,632 | $110.3K | 0.00% | +149+1.0% | Added |
| Cetera Investment Advisers | 14,642 | $110.4K | 0.00% | +15+0.1% | Added |
| Apollon Wealth Management, LLC | 16,721 | $126.1K | 0.00% | −129−0.8% | Reduced |
| Boothbay Fund Management, LLC | 17,192 | $129.6K | 0.00% | 00.0% | Unchanged |
| XML Financial, LLC | 17,200 | $129.7K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 17,616 | $133.0K | 0.00% | +41+0.2% | Added |
| CoreCap Advisors, LLC | 17,905 | $135.0K | 0.00% | −100−0.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 18,555 | $139.9K | 0.00% | +1,886+11.3% | Added |
| San Luis Wealth Advisors LLC | 18,944 | $142.8K | 0.03% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 19,500 | $147.0K | 0.00% | +19,500 | New |
| Morris Retirement Advisors, LLC | 20,110 | $151.6K | 0.07% | +1,648+8.9% | Added |
| National Asset Management, Inc. | 20,316 | $153.2K | 0.01% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 21,789 | $164.3K | 0.00% | −16,686−43.4% | Reduced |
| Oppenheimer & Co Inc | 21,878 | $165.0K | 0.00% | −1,583−6.7% | Reduced |
| Continuum Advisory, LLC | 22,117 | $166.8K | 0.02% | 00.0% | Unchanged |
| L.M. Kohn & Company | 22,836 | $172.2K | 0.21% | −1,509−6.2% | Reduced |
| The PNC Financial Services Group, Inc. | 25,084 | $189.1K | 0.00% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 25,300 | $190.8K | 0.03% | 00.0% | Unchanged |
| Stifel Financial Corp | 26,447 | $199.4K | 0.00% | −2,518−8.7% | Reduced |
| Integrated Wealth Concepts LLC | 26,526 | $200.0K | 0.00% | +10.0% | Added |
| Captrust Financial Advisors | 27,942 | $210.7K | 0.00% | −3,474−11.1% | Reduced |
| Warren Averett Asset Management, LLC | 28,377 | $214.0K | 0.00% | +94+0.3% | Added |
| RFG Advisory, LLC | 28,412 | $214.2K | 0.00% | −5,705−16.7% | Reduced |
| Stephens Inc | 28,797 | $217.1K | 0.00% | −7,493−20.6% | Reduced |
| Institute for Wealth Management, LLC. | 29,300 | $220.9K | 0.02% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 30,842 | $233.0K | 0.00% | −237−0.8% | Reduced |
| Bank of America Corp | 32,465 | $244.8K | 0.00% | +499+1.6% | Added |
| Readystate Asset Management LP | 35,725 | $269.4K | 0.01% | −64,846−64.5% | Reduced |
| Colony Group, LLC | 40,177 | $302.9K | 0.00% | −894−2.2% | Reduced |
| Zuckerman Investment Group, LLC | 41,074 | $309.7K | 0.03% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 41,600 | $313.7K | 0.03% | +1,000+2.5% | Added |
| Harbour Investments, Inc. | 41,716 | $314.5K | 0.01% | +4,803+13.0% | Added |
| Jane Street Group, LLC | 42,963 | $323.9K | 0.00% | +32,797+322.6% | Added |
| Kovitz Investment Group Partners, LLC | 45,399 | $342.3K | 0.00% | +60.0% | Added |
| Brookstone Capital Management | 55,286 | $416.9K | 0.00% | +11,439+26.1% | Added |
| Kestra Advisory Services, LLC | 60,525 | $456.4K | 0.00% | −396−0.7% | Reduced |
| Chicago Partners Investment Group LLC | 59,294 | $456.6K | 0.01% | +656+1.1% | Added |
| Rpo LLC | 61,799 | $466.0K | 0.59% | 00.0% | Unchanged |
| Dakota Wealth Management | 62,920 | $474.4K | 0.01% | −1,500−2.3% | Reduced |
| GWM Advisors LLC | 66,453 | $501.1K | 0.00% | −1,183−1.7% | Reduced |
| PMG Family Office LLC | 68,328 | $515.2K | 0.58% | +68,328 | New |
| Blue Bell Private Wealth Management, LLC | 77,993 | $588.1K | 0.09% | +32,632+71.9% | Added |
| Comerica Bank | 78,488 | $591.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 80,860 | $609.7K | 0.00% | +29,610+57.8% | Added |
| Advisor Group Holdings, Inc. | 86,503 | $634.6K | 0.00% | −14,195−14.1% | Reduced |
| Saxony Capital Management, LLC | 88,250 | $665.4K | 0.44% | +1,000+1.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 89,896 | $695.8K | 0.00% | +2,500+2.9% | Added |
| Invesco Ltd. | 100,641 | $758.8K | 0.00% | +2,452+2.5% | Added |
| Wells Fargo & Company | 107,289 | $809.0K | 0.00% | +22,298+26.2% | Added |
| Commonwealth Equity Services, LLC | 128,160 | $966.0K | 0.00% | +737+0.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 141,057 | $1.06M | 0.00% | +1,834+1.3% | Added |
| CNH Partners LLC | 153,184 | $1.16M | 0.03% | −146,602−48.9% | Reduced |
| 1607 Capital Partners, LLC | 197,687 | $1.49M | 0.11% | +31,336+18.8% | Added |
| D.A. Davidson & Co. | 197,780 | $1.49M | 0.01% | +5,651+2.9% | Added |
| UBS Group AG | 198,060 | $1.49M | 0.00% | +4,167+2.1% | Added |
| Wolverine Asset Management LLC | 200,595 | $1.51M | 0.02% | −201,871−50.2% | Reduced |
| Royal Bank of Canada | 219,058 | $1.65M | 0.00% | +24,832+12.8% | Added |
| Mangrove Partners | 226,522 | $1.71M | 0.14% | −1,005,316−81.6% | Reduced |
| Ameriprise Financial Inc | 270,162 | $2.04M | 0.00% | +14,233+5.6% | Added |
| Raymond James Financial Inc | 303,063 | $2.29M | 0.00% | +2,203+0.7% | Added |
| Adapt Wealth Advisors, LLC | 348,930 | $2.63M | 0.97% | +348,930 | New |
| Saba Capital Management, L.P. | 368,645 | $2.78M | 0.09% | +368,645 | New |
| Private Advisor Group, LLC | 396,770 | $2.99M | 0.01% | +320.0% | Added |
| Shaker Financial Services, LLC | 824,490 | $6.22M | 2.13% | −16,980−2.0% | Reduced |
| LPL Financial LLC | 1,001,612 | $7.55M | 0.00% | +16,766+1.7% | Added |
| Baird Financial Group, Inc. | 1,011,243 | $7.62M | 0.01% | −84,178−7.7% | Reduced |
| Guggenheim Capital LLC | 1,037,150 | $7.82M | 0.06% | −1,981−0.2% | Reduced |
| Advisors Asset Management, Inc. | 1,133,739 | $8.55M | 0.15% | −34,367−2.9% | Reduced |
| Pathstone Holdings, LLC | 1,322,076 | $9.97M | 0.04% | +1,322,076 | New |
| Karpus Management, Inc. | 1,665,758 | $12.6M | 0.40% | +9,572+0.6% | Added |
| Morgan Stanley | 5,401,482 | $40.7M | 0.00% | +177,008+3.4% | Added |
| Walleye Capital LLC | 0 | $0 | 0.00% | −104,984−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −63,358−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −33,666−100.0% | Sold out |
| Calamos Wealth Management LLC | 0 | $0 | 0.00% | −29,748−100.0% | Sold out |