Calamos DYN Convert &CCD
13F holders, Q1 2025 (March 31)65holders −2
5new positions
7sold out
1famous investor
$21.31avg. 13F price*
At the end of Q1 2025, 65 institutions reported holding Calamos DYN Convert & Inc. (CCD) in their 13F filings, down 2 from Q4 2024. 5 opened new positions and 7 sold out. The largest holders were Wells Fargo & Company ($18.4M), D.A. Davidson & Co. ($12.6M) and Guggenheim Capital LLC ($6.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Calamos DYN Convert & Inc.
- CUSIP
- 12811V105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $773K |
| Exits | 7 | $834K |
All 13F filers, Q4 2024 → Q1 2025: 215,196 shares bought and 261,787 shares sold, net −46,591 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 65 holders
| Wells Fargo & Company | 0.00% | Reduce -9.1% | 863,528 | $18.4M |
| D.A. Davidson & Co. | 0.10% | Add +4.2% | 593,084 | $12.6M |
| Guggenheim Capital LLC | 0.06% | Reduce -10.5% | 304,640 | $6.5M |
| Bank of America Corp. | 0.00% | Add +4.3% | 295,679 | $6.3M |
| Morgan Stanley | 0.00% | Add +1.3% | 291,598 | $6.2M |
| Royal Bank of Canada | 0.00% | Add +6.0% | 141,994 | $3.0M |
| LPL Financial LLC | 0.00% | Reduce -18.8% | 127,165 | $2.7M |
| Advisors Asset Management, Inc. | 0.05% | Reduce -1.4% | 120,905 | $2.6M |
| J.W. Cole Advisors, Inc. | 0.07% | Add +225.8% | 113,307 | $2.4M |
| Mutual Advisors, LLC | 0.07% | Add +1.7% | 106,967 | $2.3M |
| Truist Financial Corp. | 0.00% | Reduce -6.8% | 105,473 | $2.2M |
| UBS Group AG | 0.00% | Reduce -13.0% | 103,796 | $2.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -7.8% | 99,891 | $2.1M |
| CoreCap Advisors, LLC | 0.07% | Add +15.1% | 78,070 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +50.3% | 71,063 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -8.5% | 70,265 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.8% | 66,669 | $1.4M |
| Everstar Asset Management, LLC | 0.63% | Reduce -14.8% | 44,984 | $958K |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.6% | 42,142 | $897K |
| Oppenheimer & Co. Inc. | 0.01% | Add +13.2% | 35,683 | $760K |
| Arete Wealth Advisors, LLC | 0.05% | Reduce -0.7% | 33,024 | $703K |
| Samalin Investment Counsel, LLC | 0.28% | Add +12.2% | 32,523 | $692K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -4.1% | 28,076 | $598K |
| Private Advisor Group, LLC | 0.00% | Add +0.8% | 28,018 | $597K |
| Janney Montgomery Scott LLC | 0.00% | Add +10.0% | 26,399 | $562K |
| Herold Advisors, Inc. | 0.12% | Reduce -2.1% | 24,712 | $526K |
| World Equity Group, Inc. | 0.14% | Reduce -3.6% | 19,234 | $475K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +18.6% | 22,175 | $472K |
| Rockefeller Capital Management L.P. | 0.00% | Add +14.4% | 21,059 | $448K |
| Cerity Partners LLC | 0.00% | No change | 20,000 | $426K |
| Envestnet Asset Management Inc. | 0.00% | No change | 19,139 | $407K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.6% | 18,879 | $402K |
| Quad-Cities Investment Group, LLC | 0.18% | Add +2.3% | 17,525 | $373K |
| Gilliland Jeter Wealth Management LLC | 0.13% | No change | 17,037 | $363K |
| Citadel Advisors | 0.00% | New | 16,721 | $356K |
| Kestra Advisory Services, LLC | 0.00% | Add +2.6% | 16,510 | $351K |
| Tempus Wealth Planning, LLC | 0.09% | New | 13,719 | $292K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 13,200 | $281K |
| Primoris Wealth Advisors, LLC | 0.21% | No change | 12,950 | $276K |
| Apeiron RIA LLC | 0.08% | Reduce -1.3% | 11,952 | $254K |
| Capital CS Group, LLC | 0.43% | Reduce -61.5% | 11,875 | $253K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -3.8% | 11,640 | $248K |
| Moors & Cabot, Inc. | 0.01% | Reduce -0.5% | 10,974 | $234K |
| Wedbush Securities Inc. | 0.01% | Reduce -2.7% | 10,871 | $231K |
| Stifel Financial Corp. | 0.00% | Reduce -0.9% | 10,613 | $226K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 10,268 | $219K |
| Comerica Bank | 0.00% | No change | 6,771 | $144K |
| Centaurus Financial, Inc. | 0.01% | Reduce -0.0% | 5,530 | $118K |
| Elequin Capital, LP | 0.03% | New | 5,143 | $109K |
| WASHINGTON TRUST Co | 0.00% | No change | 2,296 | $49K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 2,000 | $43K |
| ORG Partners LLC | 0.01% | No change | 1,885 | $40K |
| Westside Investment Management, Inc. | 0.01% | No change | 1,667 | $35K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 1,500 | $32K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,200 | $26K |
| Independence Bank of Kentucky | 0.00% | No change | 682 | $15K |
| McIlrath & Eck, LLC | 0.00% | No change | 620 | $13K |
| North Star Investment Management Corp. | 0.00% | No change | 500 | $11K |
| Farther Finance Advisors, LLC | 0.00% | No change | 435 | $9K |
| McClarren Financial Advisors, Inc. | 0.01% | New | 21 | $8K |
| Mather Group, Llc. | 0.00% | New | 358 | $8K |
| Sunbelt Securities, Inc. | 0.00% | No change | 350 | $7K |
| Harbour Investments, Inc. | 0.00% | No change | 320 | $7K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 250 | $5K |
| JPMorgan Chase & Co. | 0.00% | No change | 200 | $4K |
"% of holder's portfolio" is CCD's weight in each manager's 13F, not the share of Calamos DYN Convert & Inc. the manager owns.