Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Calamos Gbl Dyn Income Fund (CHW)

104 + Investors. Track Smart Money conviction in CHW. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
2Q ▲
Buyers last Q
61%

Smart Money Signals — CHW

Based on 105 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added CHW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
105 hedge funds hold CHW right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 61% buying

57 buying36 selling
Last quarter: 57 funds were net buyers (15 opened a brand new position + 42 added to an existing one). Only 36 were sellers (26 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 11 → 15 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 17% medium ■ 21% new
65 out of 105 hedge funds have held CHW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +31% but shares only +7% — price-driven

Value
+31%
Shares
+7%
Last quarter: the total dollar value of institutional holdings rose +31%, but actual share count only changed +7%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

10 → 10 → 11 → 15 → 15 new funds/Q
New funds entering each quarter: 10 → 11 → 15 → 15. A growing number of institutions are discovering CHW each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 70% veterans vs 24% newcomers

■ 70% veterans ■ 7% 1-2yr ■ 24% new
Entry-cohort mix of 105 holders: 73 (70%) are 2+ year veterans, 7 entered 1–2 years ago, and 25 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
15 of 104 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CHW

In 2026 Q2, 57 hedge funds were net buyers of CHW (15 opened a new position, 42 added to an existing one), while 36 reduced or exited (26 trimmed, 10 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 38% of total institutional value in CHW is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 105.

Hedge Fund Ownership: CHW

How many hedge funds hold CHW — quarterly history vs. share price
Quarterly hedge fund ownership of CHW vs. share price

Market Analysis: CHW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CHW

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: CHW
104 + Investors

Track Smart Money conviction in CHW. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 104 100 4.0%
13F Shares 22M 20M 7.14%
Total Value $193M $148M 31.06%
New Positions 15 15 -
Increased Positions 42 38 +4
Closed Positions 10 8 +2
Reduced Positions 26 25 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CHW

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Institutional Holders (2026 Q2)

104 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CHW. Verified SEC 13F-HR filings.

QUARTER:
Top 25 CHW holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Altium Capital Management LLC 6.17% 328,901 $2.9M
2 Rpo LLC 1.39% 47,570 $424K
3 Shaker Financial Services, LLC 1.15% 412,262 $3.7M
4 Adapt Wealth Advisors, LLC 1.15% 394,418 $3.5M
5 Karpus Management, Inc. 0.63% 2,460,540 $21.9M
6 1607 Capital Partners, LLC 0.59% 759,065 $6.8M
7 PMG Family Office LLC 0.53% 64,344 $573K
8 Investment Management Trust, LLC 0.39% 49,118 $438K
9 Saxony Capital Management, LLC 0.36% 88,250 $786K
10 Closed-End Fund Advisors, Inc. 0.23% 26,029 $232K
11 Advisors Asset Management, Inc. 0.20% 1,495,579 $13.3M
12 Blue Bell Private Wealth Management, LLC 0.20% 181,919 $1.6M
13 Saba Capital Management, L.P. 0.16% 683,781 $6.1M
14 Almitas Capital LLC 0.14% 64,073 $571K
15 Advisory Solutions Group, LLC 0.11% 36,535 $326K
16 Decision Investments, Inc 0.09% 10,680 $95K
17 Strategic Financial Concepts, LLC 0.07% 24,783 $221K
18 Guggenheim Capital LLC 0.06% 1,136,096 $10.1M
19 MRA Advisory Group 0.06% 19,480 $174K
20 Pathstone Holdings, LLC 0.06% 2,162,194 $19.3M
21 Leigh Baldwin & CO., LLC 0.05% 10,000 $89K
22 Evolve Private Wealth, LLC 0.04% 69,241 $617K
23 Palogic Value Management, L.P. 0.03% 11,000 $98K
24 Prairie Wealth Advisors, Inc. 0.03% — $128K
25 NWF Advisory Services Inc. 0.03% 32,600 $290K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Calamos Gbl Dyn Income Fund (CHW)

What does the Smart Money Trend signal show for CHW?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added CHW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CHW?

More buyers than sellers — 61% buying: Last quarter: 57 funds were net buyers (15 opened a brand new position + 42 added to an existing one). Only 36 were sellers (26 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CHW holders?

Strong quality — 38% AUM from major funds: 15 of 104 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held CHW?

62% of holders stayed for 2+ years: 65 out of 105 hedge funds have held CHW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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