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 2026
Institutional positions in Calamos Global Dynamic Income Fund as of Mar 31, 2026. 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
- 101
- +9 vs. Q4 2025
- Shares held
- 20.5M
- +877.6K (+4.5%) vs. Q4 2025
- Total value
- $149.2M
- +$3.40M (+2.3%) vs. Q4 2025
- New holders
- 14
- 39 more added
- Sold out
- 5
- 24 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Calamos Global Dynamic Income Fund; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 5,933,801 | $43.1M | 0.00% | +211,399+3.7% | Added |
| Karpus Management, Inc. | 2,191,419 | $15.9M | 0.50% | +249,531+12.8% | Added |
| Advisors Asset Management, Inc. | 1,576,363 | $11.4M | 0.19% | +59,113+3.9% | Added |
| Pathstone Holdings, LLC | 1,478,721 | $10.7M | 0.04% | +89,407+6.4% | Added |
| Guggenheim Capital LLC | 1,070,341 | $7.77M | 0.06% | −53,502−4.8% | Reduced |
| LPL Financial LLC | 1,000,034 | $7.26M | 0.00% | −26,611−2.6% | Reduced |
| Baird Financial Group, Inc. | 939,091 | $6.82M | 0.01% | −8,555−0.9% | Reduced |
| Shaker Financial Services, LLC | 463,606 | $3.37M | 1.17% | −221,092−32.3% | Reduced |
| Private Advisor Group, LLC | 422,888 | $3.07M | 0.01% | +15,518+3.8% | Added |
| Adapt Wealth Advisors, LLC | 402,639 | $2.92M | 1.06% | +3,634+0.9% | Added |
| Wells Fargo & Company | 366,941 | $2.66M | 0.00% | +248,731+210.4% | Added |
| Altium Capital Management LP | 328,901 | $2.39M | 5.68% | +197,098+149.5% | Added |
| Royal Bank of Canada | 303,310 | $2.20M | 0.00% | +81,670+36.8% | Added |
| Raymond James Financial Inc | 288,274 | $2.09M | 0.00% | +6,078+2.2% | Added |
| Ameriprise Financial Inc | 267,103 | $1.94M | 0.00% | −2,919−1.1% | Reduced |
| 1607 Capital Partners, LLC | 238,687 | $1.73M | 0.12% | +25,300+11.9% | Added |
| UBS Group AG | 201,895 | $1.47M | 0.00% | +293+0.1% | Added |
| D.A. Davidson & Co. | 178,869 | $1.30M | 0.01% | −8,080−4.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 159,099 | $1.16M | 0.00% | +5,483+3.6% | Added |
| Blue Bell Private Wealth Management, LLC | 122,698 | $890.8K | 0.13% | +23,012+23.1% | Added |
| Invesco Ltd. | 122,695 | $890.8K | 0.00% | −37,281−23.3% | Reduced |
| Saba Capital Management, L.P. | 122,244 | $887.5K | 0.03% | −177,114−59.2% | Reduced |
| Commonwealth Equity Services, LLC | 113,388 | $823.2K | 0.00% | +754+0.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 100,693 | $753.2K | 0.00% | −12,128−10.7% | Reduced |
| Saxony Capital Management, LLC | 88,250 | $640.7K | 0.37% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 86,633 | $629.0K | 0.00% | −21,383−19.8% | Reduced |
| Colony Group, LLC | 83,720 | $607.8K | 0.00% | −2,756−3.2% | Reduced |
| Envestnet Asset Management Inc | 79,964 | $580.5K | 0.00% | +79,964 | New |
| Fifth Third Bancorp | 77,617 | $563.5K | 0.00% | +75,709+3,968.0% | Added |
| Northwestern Mutual Wealth Management Co | 69,237 | $502.7K | 0.00% | −9,026−11.5% | Reduced |
| Cetera Investment Advisers | 68,126 | $494.6K | 0.00% | +54,159+387.8% | Added |
| Dakota Wealth Management | 67,980 | $493.5K | 0.01% | +4,345+6.8% | Added |
| GWM Advisors LLC | 64,818 | $470.6K | 0.00% | +902+1.4% | Added |
| PMG Family Office LLC | 62,698 | $455.2K | 0.51% | +1,003+1.6% | Added |
| Kestra Advisory Services, LLC | 62,658 | $454.9K | 0.00% | +1,856+3.1% | Added |
| Brookstone Capital Management | 60,317 | $437.9K | 0.01% | +1,162+2.0% | Added |
| Evolve Private Wealth, LLC | 58,770 | $426.7K | 0.02% | +645+1.1% | Added |
| Chicago Partners Investment Group LLC | 51,842 | $419.9K | 0.01% | −5,951−10.3% | Reduced |
| Harbour Investments, Inc. | 57,367 | $416.5K | 0.01% | +14,602+34.1% | Added |
| Wolverine Asset Management LLC | 54,910 | $398.6K | 0.01% | +54,910 | New |
| Investment Management Trust, LLC | 49,308 | $358.0K | 0.35% | +49,308 | New |
| Rpo LLC | 47,570 | $345.4K | 1.39% | −14,229−23.0% | Reduced |
| Captrust Financial Advisors | 43,363 | $314.6K | 0.00% | +16,097+59.0% | Added |
| Readystate Asset Management LP | 36,626 | $265.9K | 0.02% | +36,626 | New |
| Wiley Bros.-Aintree Capital, LLC | 36,486 | $264.9K | 0.00% | +7,949+27.9% | Added |
| The PNC Financial Services Group, Inc. | 35,903 | $260.7K | 0.00% | +2,665+8.0% | Added |
| Janney Montgomery Scott LLC | 32,238 | $234.0K | 0.00% | +31+0.1% | Added |
| Bank of America Corp | 31,942 | $231.9K | 0.00% | +361+1.1% | Added |
| Truist Financial Corp | 29,647 | $215.2K | 0.00% | +60.0% | Added |
| Stifel Financial Corp | 29,511 | $214.3K | 0.00% | −1,773−5.7% | Reduced |
| Stephens Inc | 29,324 | $212.9K | 0.00% | +227+0.8% | Added |
| Institute for Wealth Management, LLC. | 29,300 | $212.7K | 0.02% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 29,066 | $211.0K | 0.00% | +593+2.1% | Added |
| NWF Advisory Services Inc. | 28,700 | $208.4K | 0.02% | −12,900−31.0% | Reduced |
| Continuum Advisory, LLC | 28,299 | $205.5K | 0.02% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 26,525 | $192.6K | 0.00% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 24,783 | $179.9K | 0.04% | +24,783 | New |
| Closed-End Fund Advisors, Inc. | 24,641 | $178.9K | 0.18% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 24,265 | $176.2K | 0.00% | +24,265 | New |
| Rockefeller Capital Management L.P. | 20,223 | $146.8K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 20,168 | $146.4K | 0.00% | −1,942−8.8% | Reduced |
| National Asset Management, Inc. | 20,316 | $142.2K | 0.01% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 19,252 | $139.8K | 0.06% | +246+1.3% | Added |
| Wedbush Securities Inc | 19,039 | $138.0K | 0.00% | +1,381+7.8% | Added |
| San Luis Wealth Advisors LLC | 18,944 | $137.5K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 17,905 | $130.0K | 0.00% | 00.0% | Unchanged |
| XML Financial, LLC | 17,200 | $124.9K | 0.01% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 15,485 | $112.4K | 0.00% | −1,309−7.8% | Reduced |
| RFG Advisory, LLC | 15,412 | $111.9K | 0.00% | −8,000−34.2% | Reduced |
| Retirement Planning Group | 15,261 | $110.8K | 0.00% | +15,261 | New |
| Concurrent Investment Advisors, LLC | 14,959 | $108.6K | 0.00% | +161+1.1% | Added |
| Valeo Financial Advisors, LLC | 14,691 | $106.7K | 0.00% | +279+1.9% | Added |
| Jane Street Group, LLC | 14,679 | $106.6K | 0.00% | −3,177−17.8% | Reduced |
| Prairie Wealth Advisors, Inc. | 0 | $104.5K | 0.05% | 0 | Unchanged |
| Sage Capital Management, LLC | 14,000 | $101.6K | 0.05% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 13,510 | $98.1K | 0.00% | −11,490−46.0% | Reduced |
| Boothbay Fund Management, LLC | 13,234 | $96.1K | 0.00% | −3,958−23.0% | Reduced |
| Logan Stone Capital, LLC | 12,936 | $93.9K | 0.03% | +12,936 | New |
| Prospera Financial Services Inc | 12,912 | $93.8K | 0.00% | +12,912 | New |
| Palogic Value Management, L.P. | 11,000 | $79.9K | 0.03% | 00.0% | Unchanged |
| Decision Investments, Inc | 10,710 | $77.8K | 0.09% | +30+0.3% | Added |
| Capital Financial Group Inc | 10,500 | $76.2K | 0.04% | +10,500 | New |
| Almitas Capital LLC | 10,266 | $74.5K | 0.02% | +10,266 | New |
| Farther Finance Advisors, LLC | 9,861 | $73.5K | 0.00% | +702+7.7% | Added |
| Leigh Baldwin & Co., LLC | 10,000 | $72.6K | 0.05% | 00.0% | Unchanged |
| Nomura Holdings Inc | 10,000 | $72.6K | 0.00% | +10,000 | New |
| MAI Capital Management | 5,372 | $39.0K | 0.00% | +805+17.6% | Added |
| NBC Securities, Inc. | 4,764 | $34.6K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 4,660 | $33.8K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 3,250 | $23.6K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 3,301 | $23.1K | 0.00% | +3,301 | New |
| Steward Partners Investment Advisory, LLC | 2,850 | $20.7K | 0.00% | −666−18.9% | Reduced |
| Citigroup Inc | 2,500 | $18.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,500 | $18.1K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 2,400 | $17.4K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,251 | $16.3K | 0.00% | +2,251 | New |
| IFP Advisors, Inc | 1,588 | $11.5K | 0.00% | −1,459−47.9% | Reduced |
| Allworth Financial LP | 846 | $6.14K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 846 | $5.92K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 500 | $3.63K | 0.00% | 00.0% | Unchanged |