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CHW · Calamos Global Dynamic Income Fund

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$8.69 +0.07 (+0.81%) At close · Jul 21
Market Cap
$560.09M
Shares
63.86M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 100
Total Value: $150,019,478
Total Shares: 20,456,935

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 101 13F filers
Top Holder
29.0%
Jun 2023 → Mar 2026 · range 28.2% – 37.6%
of institutional value
Top 5
59.8%
Jun 2023 → Mar 2026 · range 55.8% – 65.0%
of institutional value
Top 10
75.6%
Jun 2023 → Mar 2026 · range 74.9% – 79.9%
of institutional value
HHI
1,169
Jun 2023 → Mar 2026 · range 1,112 – 1,650
Broadly held
Showing 100 of 100
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega MORGAN STANLEY $43,079,394 28.72% 5,933,801
Mid Karpus Management, Inc. $15,909,701 10.61% 2,191,419
Mid Advisors Asset Management, Inc. $11,444,395 7.63% 1,576,363
Large Pathstone Holdings, LLC $10,735,514 7.16% 1,478,721
Large GUGGENHEIM CAPITAL LLC $7,770,675 5.18% 1,070,341
Mega LPL Financial LLC $7,260,246 4.84% 1,000,034
Large Baird Financial Group, Inc. $6,817,800 4.54% 939,091
Small Shaker Financial Services, LLC $3,673,254 2.45% 412,262
Mid Private Advisor Group, LLC $3,070,166 2.05% 422,888
Micro ADAPT WEALTH ADVISORS, LLC $2,923,159 1.95% 402,639
Mega WELLS FARGO & COMPANY/MN $2,663,990 1.78% 366,941
Micro Altium Capital Management LLC $2,387,821 1.59% 328,901
Mega ROYAL BANK OF CANADA Bank $2,202,029 1.47% 303,310
Mega RAYMOND JAMES FINANCIAL INC $2,092,867 1.40% 288,274
Mega AMERIPRISE FINANCIAL INC $1,939,167 1.29% 267,103
Small 1607 Capital Partners, LLC $1,732,867 1.16% 238,687
Mega UBS Group AG $1,465,757 0.98% 201,895
Mid D.A. DAVIDSON & CO. $1,298,588 0.87% 178,869
Large Cambridge Investment Research Advisors, Inc. $1,155,058 0.77% 159,099
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $1,034,647 0.69% 116,122
Small BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $890,787 0.59% 122,698
Mega Invesco Ltd. $890,765 0.59% 122,695
Mid Saba Capital Management, L.P. $887,491 0.59% 122,244
Large COMMONWEALTH EQUITY SERVICES, LLC $823,196 0.55% 113,388
Micro Saxony Capital Management, LLC $786,307 0.52% 88,250
Large OSAIC HOLDINGS, INC. $628,955 0.42% 86,633
Mid Brookstone Capital Management $616,251 0.41% 69,164
Large Focus Partners Wealth $607,807 0.41% 83,720
Mega ENVESTNET ASSET MANAGEMENT INC $580,538 0.39% 79,964
Micro PMG Family Office LLC Family Office $573,305 0.38% 64,344
Large FIFTH THIRD BANCORP Bank $563,499 0.38% 77,617
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $502,660 0.34% 69,237
Large Cetera Investment Advisers $494,594 0.33% 68,126
Mid Dakota Wealth Management $493,534 0.33% 67,980
Large Kestra Advisory Services, LLC $454,897 0.30% 62,658
Mid EVOLVE PRIVATE WEALTH, LLC $426,670 0.28% 58,770
Mid HARBOUR INVESTMENTS, INC. $416,484 0.28% 57,367
Mid WOLVERINE ASSET MANAGEMENT LLC $398,646 0.27% 54,910
Mid Chicago Partners Investment Group LLC $376,372 0.25% 51,842
Micro Investment Management Trust, LLC $357,976 0.24% 49,308
Micro RPO LLC $345,358 0.23% 47,570
Large CAPTRUST FINANCIAL ADVISORS $314,815 0.21% 43,363
Mid READYSTATE ASSET MANAGEMENT LP $265,904 0.18% 36,626
Large &PARTNERS $264,888 0.18% 36,486
Mega PNC FINANCIAL SERVICES GROUP, INC. $260,655 0.17% 35,903
Mid CoreCap Advisors, LLC $237,941 0.16% 26,705
Large Janney Montgomery Scott LLC $234,047 0.16% 32,238
Mega BANK OF AMERICA CORP /DE/ Bank $231,898 0.15% 31,942
Large TRUIST FINANCIAL CORP $215,237 0.14% 29,647
Large STIFEL FINANCIAL CORP $214,249 0.14% 29,511
Mid STEPHENS INC /AR/ $212,892 0.14% 29,324
Small Institute for Wealth Management, LLC. $212,718 0.14% 29,300
Mid Waverly Advisors, LLC $211,019 0.14% 29,066
Small NWF Advisory Services Inc. $208,362 0.14% 28,700
Small Continuum Advisory, LLC $205,450 0.14% 28,299
Mid Integrated Wealth Concepts LLC $192,571 0.13% 26,525
Large NewEdge Advisors, LLC $185,493 0.12% 25,550
Mid B. Riley Wealth Advisors, Inc. $182,851 0.12% 20,522
Micro Strategic Financial Concepts, LLC $179,924 0.12% 24,783
Micro Closed-End Fund Advisors, Inc. $178,893 0.12% 24,641
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $176,163 0.12% 24,265
Micro MRA Advisory Group $173,566 0.12% 19,480
Small San Luis Wealth Advisors LLC $168,791 0.11% 18,944
Large Rockefeller Capital Management L.P. $146,818 0.10% 20,223
Mid OPPENHEIMER & CO INC $146,419 0.10% 20,168
Mid Prospera Financial Services Inc $142,809 0.10% 16,028
Mid WEDBUSH SECURITIES INC Broker-Dealer $138,223 0.09% 19,039
Mid Valeo Financial Advisors, LLC $133,195 0.09% 14,949
Small XML Financial, LLC $124,872 0.08% 17,200
Mid RFG Advisory, LLC $116,355 0.08% 13,059
Mid Apollon Wealth Management, LLC $112,421 0.07% 15,485
Small Retirement Planning Group, LLC Pension $110,794 0.07% 15,261
Mid Concurrent Investment Advisors, LLC $108,602 0.07% 14,959
Mega JANE STREET GROUP, LLC $106,569 0.07% 14,679
Large Corient Private Wealth LLC $98,082 0.07% 13,510
Mid BOOTHBAY FUND MANAGEMENT, LLC $96,078 0.06% 13,234
Micro DECISION INVESTMENTS, INC $95,158 0.06% 10,680
Mid Farther Finance Advisors, LLC $94,740 0.06% 10,633
Small Logan Stone Capital, LLC $93,915 0.06% 12,936
Small Palogic Value Management, L.P. $79,860 0.05% 11,000
Micro CAPITAL FINANCIAL GROUP INC\CO\ /ADV $76,230 0.05% 10,500
Small Almitas Capital LLC $74,531 0.05% 10,266
Large NOMURA HOLDINGS INC $72,600 0.05% 10,000
Micro LEIGH BALDWIN & CO., LLC $72,600 0.05% 10,000
Mid Spire Wealth Management $41,520 0.03% 4,660
Mid MAI Capital Management $39,000 0.03% 5,372
Micro EVOLUTION WEALTH MANAGEMENT INC. $26,676 0.02% 2,994
Small Colonial Trust Co / SC Bank $23,965 0.02% 3,301
Large ASSETMARK, INC $23,595 0.02% 3,250
Large Steward Partners Investment Advisory, LLC $20,691 0.01% 2,850
Mid EverSource Wealth Advisors, LLC $18,150 0.01% 2,500
Mega CITIGROUP INC $18,150 0.01% 2,500
Micro Tidemark, LLC $17,424 0.01% 2,400
Mid Advisory Services Network, LLC $16,342 0.01% 2,251
Mid IFP Advisors, Inc $14,398 0.01% 1,616
Mega JPMORGAN CHASE & CO $6,141 0.00% 846
Mid Allworth Financial LP $6,141 0.00% 846
Small AMERIFLEX GROUP, INC. $3,630 0.00% 500
Large US BANCORP \DE\ Bank $1,270 0.00% 175
Micro Prairie Wealth Advisors, Inc. $0 0.00% 0
Key facts CIK 1396277 CUSIP 12811L107 13F (30d) 18 filings 18 filers Visit website

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