Morgan Stanley Amends Calamos Global Dynamic Income Fund Stake
Ticker: CHW · Form: SC 13G/A · Filed: Feb 12, 2024 · CIK: 1396277
| Field | Detail |
|---|---|
| Company | Calamos Global Dynamic Income Fund (CHW) |
| Form Type | SC 13G/A |
| Filed Date | Feb 12, 2024 |
| Risk Level | low |
| Sentiment | neutral |
Complexity: simple
Sentiment: neutral
Topics: institutional-ownership, amendment, fund-holdings
TL;DR
**Morgan Stanley updated its stake in Calamos Global Dynamic Income Fund.**
AI Summary
Morgan Stanley filed an amended Schedule 13G/A on February 12, 2024, indicating a change in their beneficial ownership of Calamos Global Dynamic Income Fund's Common Shares as of December 31, 2023. This is the fourth amendment to their filing, showing that Morgan Stanley continues to hold a significant, though potentially altered, stake in the fund. For investors, this matters because large institutional holdings like Morgan Stanley's can influence stock stability and market perception, and any significant change could signal a shift in institutional confidence in the fund.
Why It Matters
This filing shows Morgan Stanley's updated ownership in the fund, which can impact investor confidence and the fund's trading liquidity.
Risk Assessment
Risk Level: low — This is a routine amendment filing by a large institution, indicating no immediate high-risk event.
Analyst Insight
Investors should monitor future 13G/A filings from Morgan Stanley to track any significant changes in their ownership percentage, as large institutional movements can sometimes precede broader market sentiment shifts for the fund.
Key Numbers
- 0000895421-24-000208 — Accession Number (unique identifier for this specific SEC filing)
- 12811L107 — CUSIP Number (identifies the Common Shares of Calamos Global Dynamic Income Fund)
- 4 — Amendment Number (indicates this is the fourth amendment to Morgan Stanley's Schedule 13G filing for this fund)
Key Players & Entities
- Morgan Stanley (company) — filer of the SC 13G/A amendment
- Calamos Global Dynamic Income Fund (company) — the subject company whose securities are being reported
- December 31, 2023 (date) — date of event requiring the filing
- February 12, 2024 (date) — date the SC 13G/A was filed
Forward-Looking Statements
- Morgan Stanley will continue to hold a significant stake in Calamos Global Dynamic Income Fund. (Morgan Stanley) — medium confidence, target: next 12 months
FAQ
What type of filing is this document?
This document is an SC 13G/A, which is an amendment to a Schedule 13G filing, as stated in the 'FORM TYPE: SC 13G/A' and 'SCHEDULE 13G (Amendment No.4)*' sections.
Who is the filer of this SC 13G/A?
The filer of this SC 13G/A is Morgan Stanley, as indicated under the 'FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: MORGAN STANLEY' section.
What is the subject company of this filing?
The subject company is Calamos Global Dynamic Income Fund, as stated under 'SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: Calamos Global Dynamic Income Fund'.
What was the date of the event that required this filing?
The date of the event which required the filing of this statement was December 31, 2023, as specified under '(Date Of Event which Requires Filing of this Statement)'.
What rule is Morgan Stanley filing under for this Schedule 13G/A?
Morgan Stanley is filing under Rule 13d-1(b), as indicated by the '[x] Rule 13d-1(b)' checkbox on the cover page.
Filing Details
This Form SC 13G/A (Form SC 13G/A) was filed with the SEC on February 12, 2024 regarding Calamos Global Dynamic Income Fund (CHW).