STOCK TITAN

Morgan Stanley units report ~9.3% stake in Calamos (CHW) — 5.9M shares

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Calamos Global Dynamic Income Fund amendment: a Schedule 13G/A filing reports Morgan Stanley reporting units' ownership details. The filing lists shared dispositive power over 5,933,802 shares ( 9.3%) for Morgan Stanley and 5,854,678 shares ( 9.2%) for Morgan Stanley Smith Barney LLC, signed 05/11/2026.

Positive

  • None.

Negative

  • None.

Insights

Filing updates beneficial‑ownership reporting for Morgan Stanley units.

The amendment is a Schedule 13G/A that discloses the beneficial ownership profile of specified Morgan Stanley reporting units, listing shared dispositive power figures of 5,933,802 and 5,854,678 shares with corresponding 9.3% and 9.2%.

These figures reflect holdings reported under the Release delineating "MS Reporting Units"; cash‑flow treatment and whether holdings are held for investment or other purposes are not stated in the excerpt. Subsequent filings or exhibits may clarify subsidiary attribution per Item 7.

Shared dispositive power - Morgan Stanley 5,933,802 shares Listed on cover page as shared dispositive power
Percent of class - Morgan Stanley 9.3% Reported percent of class on Item 4/cover page
Shared dispositive power - MSSB 5,854,678 shares Listed on cover page for Morgan Stanley Smith Barney LLC
Percent of class - MSSB 9.2% Reported percent of class on Item 4/cover page
Signature date 05/11/2026 Signatures for both filers on the amendment
CUSIP 12811L107 CUSIP for Common Shares listed in Item 2(e)
Schedule 13G/A regulatory
"Item 1. Name of issuer: Calamos Global Dynamic Income Fund"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
Shared Dispositive Power financial
"Shared Dispositive Power 5,933,802.00 9.3 %"
MS Reporting Units regulatory
"this filing reflects the securities beneficially owned by certain operating units (collectively, the "MS Reporting Units")"
Joint Filing Agreement legal
"EXHIBIT NO. 99.1 Joint Filing Agreement"





12811L107

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Morgan Stanley
Signature:Claire Gordon
Name/Title:Authorized Signatory, Morgan Stanley
Date:05/11/2026
Morgan Stanley Smith Barney LLC
Signature:David Galasso
Name/Title:Authorized Signatory, Morgan Stanley Smith Barney LLC
Date:05/11/2026
Exhibit Information

EXHIBIT NO. EXHIBITS ------------------ ------------------------------------ 99.1 Joint Filing Agreement 99.2 Item 7 Information * Attention. Intentional misstatements or omissions of fact constitute federal criminal violations (see 18 U.S.C. 1001).

FAQ

What does the CHW Schedule 13G/A disclose?

It discloses Morgan Stanley reporting units' ownership details. The filing lists 5,933,802 shares ( 9.3%) and 5,854,678 shares ( 9.2%) of common shares and signatures dated 05/11/2026.

Who filed the amendment for Calamos Global Dynamic Income Fund (CHW)?

The filing is made by Morgan Stanley and Morgan Stanley Smith Barney LLC, both listed with principal address 1585 Broadway, New York, NY, and signed on 05/11/2026.

What is the significance of “shared dispositive power” in this filing?

The filing reports the number of shares over which the filers have shared dispositive power, specifically 5,933,802 and 5,854,678 shares, indicating shared authority to direct dispositions of those shares.

Does the Schedule 13G/A show sole voting power for these filers?

The cover page data in the excerpt shows 0.00 sole voting power for the listed entities and instead reports shared voting/dispositive figures, as reflected in the Item 5–8 cover page entries.