CHY

Calamos Convertible and High Income Fund
CHY

Overview Fund Activity

80 hedge funds and large institutions have $115M invested in Calamos Convertible and High Income Fund in 2017 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 13 closing their positions.

Holders
80
Holders Change
–
Holders Change %
0%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
14
Increased
26
Reduced
22
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CRC
1
Curi RMB Capital
Illinois
$2.51M
2
Morgan Stanley
2
Morgan Stanley
New York
$19.1M
3
GC
3
Guggenheim Capital
Illinois
$10.8M
4
LPL Financial
4
LPL Financial
California
$3.04M
5
PWSG
5
Pacific Wealth Strategies Group
California
$5.85M

Top Sellers

1
CA
1
Cornerstone Advisory
Maryland
$6.44M
2
ICOA
2
Investment Centers of America
North Dakota
$0
3
QFA
3
Quattro Financial Advisors
Texas
$2.12M
4
Bank of America
4
Bank of America
North Carolina
$18.2M
5
AG
5
Advisor Group
Arizona
$2.78M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$620K 52,406 +4,271 +9%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$619K 52,203 +27,602 +112%
OC
28
Oarsman Capital
Wisconsin
$480K 40,512 -100 -0.2%
KA
29
Klingman & Associates
New York
$453K 38,241 – –
Citigroup
30
Citigroup
New York
$404K 34,053 -5,429 -14%
CIBC Private Wealth Group
31
CIBC Private Wealth Group
Georgia
$343K 28,907 – –
IH
32
IFC Holdings
Florida
$342K 29,038 +9,495 +49%
TCM
33
Traynor Capital Management
Pennsylvania
$314K 26,516 -4,508 -15%
Koshinski Asset Management
34
Koshinski Asset Management
Illinois
$288K 24,321 +6,006 +33%
FNBT
35
FineMark National Bank & Trust
Florida
$265K 22,404 – –
SSWM
36
Sheets Smith Wealth Management
North Carolina
$262K 22,152 +51 +0.2%
Creative Planning
37
Creative Planning
Kansas
$260K 21,945 +2,189 +11%
CAN
38
Cetera Advisor Networks
California
$224K 18,885 -176 -0.9%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$217K 18,382 -2,437 -12%
SWP
40
Stratos Wealth Partners
Ohio
$212K 17,870 +17,870 New
IFWM
41
Institute for Wealth Management
Colorado
$200K 16,912 +16,912 New
PA
42
Planning Alternatives
Michigan
$194K 16,400 – –
CPIG
43
Chicago Partners Investment Group
Illinois
$182K 15,376 +931 +6%
Truist Financial
44
Truist Financial
North Carolina
$165K 13,932 -686 -5%
TNBTD
45
Trustmark National Bank Trust Department
Mississippi
$160K 13,470 +3,300 +32%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$159K 13,420 +1 +0%
MIC
47
Meridian Investment Counsel
California
$152K 12,834 +1,300 +11%
MML Investors Services
48
MML Investors Services
Massachusetts
$148K 12,508 -100 -0.8%
ASN
49
Advisory Services Network
Georgia
$145K 12,267 -8,816 -42%
CAG
50
Csenge Advisory Group
Florida
$143K 12,102 -3,513 -22%
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