Who Owns CCD?

Calamos Dynamic Convertible and Income Fund — Institutional Ownership & 13F Holdings

$24.32

+0.03 (+0.12%)

Market Cap

$680.2M

Shares Outstanding

28,002,867

Institutional Holders

64

Total Inst. Value

$83.2M

% of Float Held

17.9%

QoQ Holder Change

+24

Institutional data as of Q1 2025

New Positions

12

Closed Positions

8

Increased

15

Decreased

19

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1WELLS FARGO & COMPANY/MN$18.4M863,528
2D.A. DAVIDSON & CO.$12.6M593,084
3GUGGENHEIM CAPITAL LLC$6.5M304,640
4BANK OF AMERICA CORP /DE/$6.3M295,679
5MORGAN STANLEY$6.2M291,598
6ROYAL BANK OF CANADA$3.0M141,994
7Advisors Asset Management, Inc.$2.6M120,905
8J.W. COLE ADVISORS, INC.$2.4M113,307
9Mutual Advisors, LLC$2.3M106,967
10TRUIST FINANCIAL CORP$2.2M105,473

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Frequently Asked Questions

How many institutional investors hold CCD?

As of Q1 2025, 64 institutional investors report holding CCD (Calamos Dynamic Convertible and Income Fund) in their 13F filings.

What percentage of Calamos Dynamic Convertible and Income Fund is owned by institutions?

Institutional investors hold approximately 17.9% of Calamos Dynamic Convertible and Income Fund's float as reported in SEC 13F filings.

Which hedge fund owns the most CCD?

The largest institutional holder of CCD is WELLS FARGO & COMPANY/MN with $18.4M in shares.

Are institutions buying or selling CCD?

This quarter, 12 institutions opened new positions in CCD and 8 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.