SCM
CHY

Sage Capital Management’s Calamos Convertible and High Income Fund CHY Stock Holding History

Sage Capital Management’s Portfolio CHY Stock Details CHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-13,000
Closed -$147K – 166
2025
Q4 		$147K Hold
13,000
– – 0.07% 150
2025
Q3 		$146K Buy
+13,000
New +$143K 0.07% 148

Other funds holding CHY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sage Capital Management's CHY Position: Q1 2026 in Review

Sage Capital Management sold out of Calamos Convertible and High Income Fund (CHY) in Q1 2026, closing a stake of 13,000 shares — an estimated $147K sold.

Sage Capital Management first reported a position in CHY in Q3 2025 and held it in 2 quarters. The position peaked at $147K in Q4 2025. 132 funds tracked by Wall St. Rank hold CHY as of Q1 2026.

  • Sage Capital Management reported no remaining Calamos Convertible and High Income Fund position as of Q1 2026 after selling out during the quarter.
  • Sage Capital Management sold 13,000 Calamos Convertible and High Income Fund shares in Q1 2026, an estimated $147K.
  • Sage Capital Management first reported a position in Calamos Convertible and High Income Fund in Q3 2025 and held it in 2 quarters.
  • Sage Capital Management's Calamos Convertible and High Income Fund position peaked at $147K in Q4 2025.
  • 132 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q1 2026.

Based on Sage Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.