Calamos DYN Convert &CCD
13F holders, Q4 2025 (December 31)71holders −1
9new positions
9sold out
1famous investor
$21.00avg. 13F price*
At the end of Q4 2025, 71 institutions reported holding Calamos DYN Convert & Inc. (CCD) in their 13F filings, down 1 from Q3 2025. 9 opened new positions and 9 sold out. The largest holders were D.A. Davidson & Co. ($12.5M), Wells Fargo & Company ($9.2M) and Morgan Stanley ($6.7M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $3.1M |
| Exits | 9 | $2.1M |
All 13F filers, Q3 2025 → Q4 2025: 240,105 shares bought and 521,423 shares sold, net −281,318 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 71 holders
| D.A. Davidson & Co. | 0.08% | Reduce -5.2% | 599,113 | $12.5M |
| Wells Fargo & Company | 0.00% | Reduce -7.0% | 439,585 | $9.2M |
| Morgan Stanley | 0.00% | Add +0.8% | 323,008 | $6.7M |
| Bank of America Corp. | 0.00% | Reduce -7.8% | 303,435 | $6.3M |
| Guggenheim Capital LLC | 0.04% | Add +4.2% | 257,289 | $5.4M |
| Royal Bank of Canada | 0.00% | Add +12.3% | 177,912 | $3.7M |
| Landscape Capital Management, L.L.C. | 0.22% | Reduce -58.9% | 159,979 | $3.3M |
| LPL Financial LLC | 0.00% | Reduce -0.6% | 147,629 | $3.1M |
| &partners | 0.02% | Reduce -20.6% | 139,243 | $2.9M |
| Mutual Advisors, LLC | 0.05% | Reduce -0.2% | 113,353 | $2.4M |
| Truist Financial Corp. | 0.00% | Add +1.4% | 108,792 | $2.3M |
| UBS Group AG | 0.00% | Add +4.7% | 104,249 | $2.2M |
| J.W. Cole Advisors, Inc. | 0.05% | Reduce -3.7% | 99,952 | $2.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -8.9% | 82,675 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +41.0% | 77,412 | $1.6M |
| CoreCap Advisors, LLC | 0.05% | Reduce -5.8% | 65,335 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.8% | 65,206 | $1.4M |
| Wolverine Asset Management LLC | 0.08% | Reduce -14.8% | 64,085 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -11.2% | 59,861 | $1.2M |
| Readystate Asset Management LP | 0.09% | Add +144.0% | 58,054 | $1.2M |
| PMG Family Office LLC | 1.33% | Reduce -18.4% | 55,373 | $1.2M |
| Ameriprise Financial Inc. | 0.00% | Add +10.3% | 52,460 | $1.1M |
| Everstar Asset Management, LLC | 0.49% | Reduce -0.8% | 44,114 | $920K |
| Samalin Investment Counsel, LLC | 0.31% | Add +3.3% | 41,183 | $859K |
| Absolute Investment Advisers, LLC | 0.08% | New | 33,118 | $724K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -5.0% | 34,513 | $720K |
| Citadel Advisors | 0.00% | Add +26.7% | 30,972 | $645K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -6.7% | 29,530 | $616K |
| Herold Advisors, Inc. | 0.14% | Add +9.7% | 28,999 | $605K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -15.4% | 25,588 | $534K |
| Kestra Advisory Services, LLC | 0.00% | Add +6.7% | 25,574 | $533K |
| Private Advisor Group, LLC | 0.00% | Reduce -2.5% | 25,147 | $525K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.1% | 22,955 | $479K |
| World Equity Group, Inc. | 0.13% | Reduce -0.5% | 22,384 | $467K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -11.6% | 21,736 | $453K |
| Quarry LP | 0.08% | New | 21,574 | $450K |
| Capital CS Group, LLC | 0.71% | Add +14.3% | 21,509 | $449K |
| Cerity Partners LLC | 0.00% | No change | 20,000 | $417K |
| Envestnet Asset Management Inc. | 0.00% | Add +4.7% | 18,397 | $384K |
| Stifel Financial Corp. | 0.00% | New | 17,299 | $361K |
| Gilliland Jeter Wealth Management LLC | 0.11% | No change | 17,237 | $360K |
| Quad-Cities Investment Group, LLC | 0.14% | Add +1.6% | 16,254 | $339K |
| Tempus Wealth Planning, LLC | 0.07% | No change | 13,719 | $286K |
| International Assets Investment Management, LLC | 0.02% | New | 13,382 | $279K |
| Wedbush Securities Inc. | 0.01% | Add +20.1% | 13,240 | $276K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -0.4% | 13,150 | $274K |
| Cetera Investment Advisers | 0.00% | Reduce -17.4% | 12,380 | $258K |
| Brookstone Capital Management | 0.00% | New | 11,882 | $248K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -6.5% | 11,616 | $242K |
| Apeiron RIA LLC | 0.05% | Add +0.2% | 10,159 | $229K |
| Abel Hall, LLC | 0.05% | New | 10,000 | $209K |
| Comerica Bank | 0.00% | Reduce -1.1% | 7,540 | $157K |
| Centaurus Financial, Inc. | 0.01% | Add +2.8% | 5,305 | $111K |
| Triumph Capital Management | 0.01% | New | 2,620 | $55K |
| Farther Finance Advisors, LLC | 0.00% | No change | 2,460 | $51K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 2,000 | $42K |
| ORG Partners LLC | 0.01% | No change | 1,885 | $39K |
| Westside Investment Management, Inc. | 0.01% | No change | 1,667 | $35K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 1,500 | $31K |
| Sound Income Strategies, LLC | 0.00% | No change | 1,213 | $27K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,200 | $25K |
| Allworth Financial LP | 0.00% | No change | 1,000 | $21K |
| Arax Advisory Partners | 0.00% | Add +1137.2% | 11,543 | $19K |
| SJS Investment Consulting Inc. | 0.00% | New | 900 | $19K |
| Harbour Investments, Inc. | 0.00% | Add +156.3% | 820 | $17K |
| Independence Bank of Kentucky | 0.00% | No change | 682 | $14K |
| McIlrath & Eck, LLC | 0.00% | No change | 620 | $13K |
| North Star Investment Management Corp. | 0.00% | No change | 500 | $10K |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.2% | 405 | $8K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 250 | $5K |
| Highline Wealth Partners LLC | 0.00% | No change | 180 | $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.