Calamos DYN Convert &CCD
13F holders, Q1 2026 (March 31)64holders −7
5new positions
11sold out
1famous investor
$21.35avg. 13F price*
At the end of Q1 2026, 64 institutions reported holding Calamos DYN Convert & Inc. (CCD) in their 13F filings, down 7 from Q4 2025. 5 opened new positions and 11 sold out. The largest holders were D.A. Davidson & Co. ($13.3M), Wells Fargo & Company ($9.1M) and Bank of America Corp. ($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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.0M |
| Exits | 11 | $7.3M |
All 13F filers, Q4 2025 → Q1 2026: 224,945 shares bought and 598,372 shares sold, net −373,427 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 64 holders
| D.A. Davidson & Co. | 0.08% | Add +3.9% | 622,462 | $13.3M |
| Wells Fargo & Company | 0.00% | Reduce -3.4% | 424,712 | $9.1M |
| Bank of America Corp. | 0.00% | Add +3.5% | 314,124 | $6.7M |
| Morgan Stanley | 0.00% | Reduce -8.4% | 295,996 | $6.3M |
| Guggenheim Capital LLC | 0.04% | Reduce -17.3% | 212,818 | $4.5M |
| Royal Bank of Canada | 0.00% | Add +4.5% | 185,980 | $4.0M |
| LPL Financial LLC | 0.00% | Add +16.2% | 171,560 | $3.7M |
| UBS Group AG | 0.00% | Add +17.1% | 122,044 | $2.6M |
| Mutual Advisors, LLC | 0.05% | Add +2.7% | 116,382 | $2.5M |
| Truist Financial Corp. | 0.00% | Add +1.7% | 110,636 | $2.4M |
| &partners | 0.01% | Reduce -25.5% | 103,695 | $2.2M |
| Raymond James Financial Inc. | 0.00% | Add +24.4% | 102,825 | $2.2M |
| Landscape Capital Management, L.L.C. | 0.13% | Reduce -40.9% | 94,577 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.6% | 75,419 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -9.8% | 58,811 | $1.3M |
| PMG Family Office LLC | 1.37% | Add +4.0% | 57,566 | $1.2M |
| Ameriprise Financial Inc. | 0.00% | Add +5.3% | 55,246 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -17.1% | 49,650 | $1.1M |
| World Equity Group, Inc. | 0.26% | Add +106.7% | 46,266 | $988K |
| Everstar Asset Management, LLC | 0.48% | Reduce -4.5% | 42,114 | $899K |
| Janney Montgomery Scott LLC | 0.00% | Add +78.4% | 40,945 | $874K |
| Advisors Asset Management, Inc. | 0.01% | New | 38,116 | $813K |
| Samalin Investment Counsel, LLC | 0.27% | Reduce -12.6% | 35,986 | $768K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -0.2% | 34,438 | $735K |
| Herold Advisors, Inc. | 0.15% | Add +14.0% | 33,067 | $706K |
| Kestra Advisory Services, LLC | 0.00% | Add +25.9% | 32,209 | $688K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.2% | 29,590 | $632K |
| CoreCap Advisors, LLC | 0.02% | Reduce -55.3% | 29,205 | $624K |
| Private Advisor Group, LLC | 0.00% | Add +8.9% | 27,395 | $585K |
| Citadel Advisors | 0.00% | Reduce -31.4% | 21,241 | $453K |
| Envestnet Asset Management Inc. | 0.00% | Add +4.6% | 19,236 | $411K |
| Stifel Financial Corp. | 0.00% | Add +8.0% | 18,677 | $399K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -17.3% | 17,979 | $384K |
| Capital CS Group, LLC | 0.78% | Reduce -17.8% | 17,674 | $377K |
| Gilliland Jeter Wealth Management LLC | 0.11% | Add +0.8% | 17,373 | $371K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -35.2% | 16,584 | $354K |
| Quad-Cities Investment Group, LLC | 0.14% | Add +1.9% | 16,567 | $354K |
| International Assets Investment Management, LLC | 0.02% | Add +4.8% | 14,017 | $310K |
| Tempus Wealth Planning, LLC | 0.07% | No change | 13,719 | $293K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 13,150 | $281K |
| Wedbush Securities Inc. | 0.01% | Reduce -2.5% | 12,915 | $276K |
| Cetera Investment Advisers | 0.00% | Reduce -2.3% | 12,101 | $258K |
| Brookstone Capital Management | 0.00% | Reduce -0.3% | 11,842 | $253K |
| Apeiron RIA LLC | 0.05% | Add +2.5% | 10,408 | $222K |
| Abel Hall, LLC | 0.05% | No change | 10,000 | $214K |
| Fifth Third Bancorp | 0.00% | New | 7,540 | $161K |
| Centaurus Financial, Inc. | 0.01% | Reduce -4.2% | 5,085 | $109K |
| Harbour Investments, Inc. | 0.00% | Add +510.6% | 5,007 | $107K |
| Triumph Capital Management | 0.01% | Add +7.6% | 2,820 | $60K |
| Farther Finance Advisors, LLC | 0.00% | No change | 2,460 | $54K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 2,000 | $43K |
| Advisory Services Network, LLC | 0.00% | New | 1,857 | $40K |
| Westside Investment Management, Inc. | 0.01% | No change | 1,667 | $36K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 1,500 | $32K |
| Sound Income Strategies, LLC | 0.00% | No change | 1,213 | $27K |
| Allworth Financial LP | 0.00% | No change | 1,000 | $21K |
| SJS Investment Consulting Inc. | 0.00% | No change | 900 | $19K |
| Osbon Capital Management LLC | 0.01% | New | 660 | $14K |
| McIlrath & Eck, LLC | 0.00% | No change | 620 | $13K |
| North Star Investment Management Corp. | 0.00% | No change | 500 | $11K |
| JPMorgan Chase & Co. | 0.00% | No change | 405 | $8K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 250 | $5K |
| Highline Wealth Partners LLC | 0.00% | Reduce -27.8% | 130 | $3K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 118 | $3K |
"% of holder's portfolio" is CCD's weight in each manager's 13F, not the share of Calamos DYN Convert & Inc. the manager owns.