Calamos Global Dynamic IncomCHW
13F holders, Q1 2025 (March 31)94holders +1
7new positions
5sold out
$6.39avg. 13F price*
At the end of Q1 2025, 94 institutions reported holding Calamos Global Dynamic Incom (CHW) in their 13F filings, up 1 from Q4 2024. 7 opened new positions and 5 sold out. The largest holders were Morgan Stanley ($32.1M), Advisors Asset Management, Inc. ($9.4M) and Karpus Management, Inc. ($8.6M).
- Company
- Calamos Global Dynamic Incom
- CUSIP
- 12811L107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $867K |
| Exits | 5 | $457K |
All 13F filers, Q4 2024 → Q1 2025: 1,287,004 shares bought and 771,407 shares sold, net +515,597 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 94 holders
| Morgan Stanley | 0.00% | Add +3.4% | 5,019,971 | $32.1M |
| Advisors Asset Management, Inc. | 0.18% | Reduce -21.4% | 1,461,938 | $9.4M |
| Karpus Management, Inc. | 0.28% | Add +33.9% | 1,346,031 | $8.6M |
| Mangrove Partners Im, LLC | 0.91% | No change | 1,231,838 | $7.9M |
| Baird Financial Group, Inc. | 0.01% | Add +0.5% | 1,220,946 | $7.8M |
| Guggenheim Capital LLC | 0.06% | Reduce -0.1% | 964,700 | $6.2M |
| LPL Financial LLC | 0.00% | Add +3.3% | 958,627 | $6.1M |
| Shaker Financial Services, LLC | 1.84% | Add +2.6% | 739,541 | $4.7M |
| Private Advisor Group, LLC | 0.02% | Add +0.3% | 393,173 | $2.5M |
| AQR Arbitrage LLC | 0.10% | Reduce -14.9% | 346,345 | $2.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -9.1% | 278,053 | $1.8M |
| Ameriprise Financial Inc. | 0.00% | Add +1.3% | 247,311 | $1.6M |
| Royal Bank of Canada | 0.00% | Add +91.7% | 246,847 | $1.6M |
| UBS Group AG | 0.00% | Reduce -0.7% | 193,432 | $1.2M |
| Wolverine Asset Management LLC | 0.08% | Add +100.9% | 176,738 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Add +188.8% | 159,265 | $1.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -29.2% | 154,996 | $990K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -29.1% | 137,496 | $879K |
| 1607 Capital Partners, LLC | 0.07% | Add +71.1% | 136,451 | $872K |
| Walleye Capital LLC | 0.01% | Reduce -6.3% | 124,346 | $796K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.1% | 119,315 | $762K |
| Invesco Ltd. | 0.00% | Add +239.2% | 98,945 | $632K |
| Saxony Capital Management, LLC | 0.49% | Add +4.5% | 87,250 | $558K |
| Comerica Bank | 0.00% | No change | 85,238 | $545K |
| Wells Fargo & Company | 0.00% | Add +5.5% | 84,731 | $541K |
| Readystate Asset Management LP | 0.05% | Reduce -31.8% | 79,920 | $511K |
| Osaic Holdings, Inc. | 0.00% | Add +33.8% | 75,724 | $484K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -20.8% | 74,181 | $474K |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.4% | 74,150 | $474K |
| Landscape Capital Management, L.L.C. | 0.04% | Add +20.9% | 73,833 | $472K |
| Rpo LLC | 0.90% | No change | 61,799 | $395K |
| Dakota Wealth Management | 0.01% | Add +0.7% | 59,920 | $383K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -1.0% | 58,353 | $382K |
| Kestra Advisory Services, LLC | 0.00% | Add +7.5% | 58,091 | $371K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.2% | 48,627 | $311K |
| NorthCoast Asset Management LLC | 0.00% | Add +0.0% | 45,385 | $290K |
| Focus Partners Wealth | 0.00% | Reduce -1.8% | 44,491 | $284K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +70.8% | 43,692 | $279K |
| Bank of America Corp. | 0.00% | Add +17.3% | 43,368 | $277K |
| Zuckerman Investment Group, LLC | 0.03% | No change | 41,074 | $262K |
| NWF Advisory Services Inc. | 0.04% | New | 40,600 | $259K |
| Brookstone Capital Management | 0.00% | Add +8.3% | 37,972 | $243K |
| PNC Financial Services Group, Inc. | 0.00% | Add +69.0% | 37,084 | $237K |
| Harbour Investments, Inc. | 0.01% | Add +64.3% | 34,957 | $223K |
| Blue Bell Private Wealth Management, LLC | 0.04% | Add +168.8% | 34,278 | $219K |
| Jane Street Group, LLC | 0.00% | New | 33,324 | $213K |
| RFG Advisory, LLC | 0.01% | New | 33,302 | $213K |
| Stephens Inc. | 0.00% | Add +84.8% | 31,690 | $202K |
| Institute for Wealth Management, LLC. | 0.03% | No change | 30,500 | $195K |
| Calamos Wealth Management LLC | 0.01% | No change | 29,748 | $190K |
| Waverly Advisors, LLC | 0.00% | Reduce -6.4% | 28,979 | $185K |
| Strategic Financial Concepts, LLC | 0.03% | No change | 25,300 | $162K |
| L.M. Kohn & Company | 0.04% | Add +2.4% | 23,398 | $150K |
| Stifel Financial Corp. | 0.00% | Reduce -7.7% | 21,026 | $134K |
| Susquehanna International Group, LLP | 0.00% | Reduce -23.3% | 20,669 | $132K |
| B. Riley Wealth Advisors, Inc. | 0.00% | No change | 20,316 | $130K |
| CoreCap Advisors, LLC | 0.01% | Add +7.0% | 19,505 | $125K |
| Valeo Financial Advisors, LLC | 0.00% | Add +0.7% | 19,488 | $125K |
| San Luis Wealth Advisors LLC | 0.03% | No change | 18,944 | $121K |
| Captrust Financial Advisors | 0.00% | Reduce -33.6% | 18,883 | $121K |
| MRA Advisory Group | 0.06% | Add +3.0% | 18,365 | $117K |
| Wedbush Securities Inc. | 0.00% | Reduce -7.2% | 17,529 | $112K |
| XML Financial, LLC | 0.01% | No change | 17,200 | $110K |
| Boothbay Fund Management, LLC | 0.00% | No change | 17,192 | $110K |
| Oppenheimer & Co. Inc. | 0.00% | Add +7.1% | 17,152 | $110K |
| Apollon Wealth Management, LLC | 0.00% | Add +43.4% | 16,771 | $107K |
| &partners | 0.00% | Add +4.6% | 14,676 | $94K |
| Prairie Wealth Advisors, Inc. | 0.04% | No change | 14,300 | $91K |
| Cetera Investment Advisers | 0.00% | Reduce -4.1% | 13,979 | $89K |
| First Heartland Consultants, Inc. | 0.01% | Add +0.3% | 13,572 | $87K |
| Palogic Value Management, L.P. | 0.03% | No change | 11,000 | $70K |
| First Manhattan Co. Llc. | 0.00% | New | 10,522 | $67K |
| Farther Finance Advisors, LLC | 0.00% | Add +17.3% | 10,209 | $65K |
| Advisor Resource Council | 0.01% | New | 10,230 | $65K |
| Equitable Holdings, Inc. | 0.00% | No change | 10,000 | $64K |
| Lanark Financial, Inc. | 0.00% | — | 8,336 | $53K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 7,516 | $48K |
| Continuum Advisory, LLC | 0.01% | No change | 6,415 | $41K |
| Parallel Advisors, LLC | 0.00% | New | 5,825 | $37K |
| Spire Wealth Management | 0.00% | No change | 4,660 | $30K |
| MAI Capital Management | 0.00% | Reduce -3.3% | 4,286 | $27K |
| Elequin Capital, LP | 0.01% | Reduce -45.8% | 3,343 | $21K |
| IFP Advisors, Inc | 0.00% | Add +2.3% | 2,860 | $18K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -29.8% | 2,500 | $16K |
| ORG Partners LLC | 0.00% | No change | 2,460 | $16K |
| Tidemark, LLC | 0.01% | No change | 2,400 | $15K |
| Fifth Third Bancorp | 0.00% | New | 1,908 | $12K |
| Beacon Capital Management, LLC | 0.00% | Add +2.3% | 1,091 | $7K |
| JPMorgan Chase & Co. | 0.00% | No change | 846 | $5K |
| Allworth Financial LP | 0.00% | No change | 846 | $5K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 600 | $4K |
| Ameriflex Group, Inc. | 0.00% | No change | 500 | $3K |
| Stephens Consulting, LLC | 0.00% | No change | 200 | $1K |
| US Bancorp \de | 0.00% | Reduce -23.9% | 175 | $1K |
"% of holder's portfolio" is CHW's weight in each manager's 13F, not the share of Calamos Global Dynamic Incom the manager owns.