Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CALAMOS GBL DYN INCOME FUND (CHW)

92 + 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
↓ -1
Streak
2Q ▼
Buyers last Q
58%

Smart Money Signals — CHW

Based on 92 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their CHW positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
92 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding CHW is almost the same as a year ago (+1 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 58% buying

47 buying34 selling
Last quarter: 47 funds bought or added vs 34 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 10 → 10 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 18% medium ■ 17% new
59 out of 92 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.
📈

Growing discovery — still being found

16 → 6 → 10 → 10 → 11 new funds/Q
New funds entering each quarter: 6 → 10 → 10 → 11. A growing number of institutions are discovering CHW each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 64% of holders stayed 2+ years

■ 64% veterans ■ 11% 1-2yr ■ 25% new
Of 92 current holders: 59 (64%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
12 of 92 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in CHW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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 2025 Q4, 47 hedge funds were net buyers of CHW (11 opened a new position, 36 added to an existing one), while 34 reduced or exited (22 trimmed, 12 sold completely) — a 58% buyer ratio, indicating a slight buying edge. Net selling has persisted for two consecutive quarters. 45% of total institutional value in CHW is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 92.

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

Financial Services Asset Management

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: CHW
2026 Q1 Stats Unlock in 9 days 92 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 92 93 -1.08%
13F Shares 18M 19M -6.34%
Total Value $132M $142M -7.12%
New Positions 11 10 +1
Increased Positions 36 36 -
Closed Positions 12 11 +1
Reduced Positions 22 27 -5
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 Q1)

92 + investors

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

Top 25 institutional holders of CHW — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Altium Capital Management LLC 5.68% 328,901 $2.4M
2 ADAPT WEALTH ADVISORS, LLC 1.06% 402,639 $2.9M
3 PMG Family Office LLC 0.51% 62,698 $455K
4 Saxony Capital Management, LLC 0.37% 88,250 $641K
5 Investment Management Trust, LLC 0.35% 49,308 $358K
6 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.13% 122,698 $891K
7 DECISION INVESTMENTS, INC 0.09% 10,710 $78K
8 MRA Advisory Group 0.06% 19,252 $140K
9 Sage Capital Management, LLC 0.05% 14,000 $102K
10 Prairie Wealth Advisors, Inc. 0.05% — $105K
11 CAPITAL FINANCIAL GROUP INC\CO\ /ADV 0.04% 10,500 $76K
12 NWF Advisory Services Inc. 0.02% 28,700 $208K
13 EVOLVE PRIVATE WEALTH, LLC 0.02% 58,770 $427K
14 San Luis Wealth Advisors LLC 0.02% 18,944 $138K
15 Continuum Advisory, LLC 0.02% 28,299 $205K
16 Private Advisor Group, LLC 0.01% 422,888 $3.1M
17 Dakota Wealth Management 0.01% 67,980 $494K
18 XML Financial, LLC 0.01% 17,200 $125K
19 Chicago Partners Investment Group LLC 0.01% 51,842 $420K
20 B. Riley Wealth Advisors, Inc. 0.01% 20,316 $142K
21 D.A. DAVIDSON & CO. 0.01% 178,869 $1.3M
22 Brookstone Capital Management 0.01% 60,317 $438K
23 Tidemark, LLC 0.00% 2,400 $17K
24 CoreCap Advisors, LLC 0.00% 17,905 $130K
25 WEDBUSH SECURITIES INC 0.00% 19,039 —
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?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their CHW positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for CHW?

Slight buying edge — 58% buying: Last quarter: 47 funds bought or added vs 34 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CHW holders?

Elite ownership — 45% AUM from top-100 funds: 12 of 92 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in CHW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CHW?

64% of holders stayed for 2+ years: 59 out of 92 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.