CHY

Calamos Convertible and High Income Fund
CHY

Overview Fund Activity

87 hedge funds and large institutions have $105M invested in Calamos Convertible and High Income Fund in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
-6
Holders Change %
-6.45%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
32
Reduced
25
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
1
Parametric Portfolio Associates
Washington
$1.71M
2
AAM
2
Advisors Asset Management
Colorado
$5.11M
3
Morgan Stanley
3
Morgan Stanley
New York
$13.7M
4
Cohen & Steers
4
Cohen & Steers
New York
$6.95M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.19M

Top Sellers

1
CA
1
Cornerstone Advisory
Maryland
$7M
2
Ameriprise
2
Ameriprise
Minnesota
$1.62M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$0
4
OC
4
Oarsman Capital
Wisconsin
$0
5
UBS Group
5
UBS Group
Switzerland
$1.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
26
Shaker Financial Services
Virginia
$919K +$606K +68,583 +194%
CRC
27
Curi RMB Capital
Illinois
$785K -$432K -48,867 -35%
MCP
28
Mirador Capital Partners
California
$586K -$357K -36,632 -38%
PFS
29
Prospera Financial Services
Texas
$527K -$26.9K -3,050 -5%
LCM
30
Landscape Capital Management
New Jersey
$481K +$481K +54,446 New
IAIM
31
International Assets Investment Management
Florida
$404K +$404K +45,743 New
MAFM
32
Mid Atlantic Financial Management
Pennsylvania
$386K +$31K +3,510 +9%
TNBTD
33
Trustmark National Bank Trust Department
Mississippi
$380K – – –
Truist Financial
34
Truist Financial
North Carolina
$346K +$6.99K +789 +2%
AWA
35
ARQ Wealth Advisors
Arizona
$345K +$345K +39,043 New
22CM
36
20/20 Capital Management
California
$334K -$63.1K -6,425 -16%
Citigroup
37
Citigroup
New York
$331K +$31.6K +3,581 +11%
CWP
38
Capital Wealth Planning
Florida
$322K +$322K +36,462 New
Creative Planning
39
Creative Planning
Kansas
$307K +$136K +15,377 +79%
Stifel Financial
40
Stifel Financial
Missouri
$300K -$37.9K -4,314 -11%
KOMWMG
41
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$258K -$79.9K -9,029 -24%
CPIG
42
Chicago Partners Investment Group
Illinois
$251K +$1.45K +147 +0.6%
SPC
43
Sigma Planning Corp
Michigan
$213K +$55.3K +6,266 +35%
GLLW
44
Graves Light Lenhart Wealth
Virginia
$211K – – –
SSWM
45
Sheets Smith Wealth Management
North Carolina
$189K -$2.08K -235 -1%
FIM
46
Frontier Investment Management
Texas
$187K – – –
CFGS
47
Concourse Financial Group Securities
Alabama
$186K -$30.4K -3,441 -14%
MW
48
Marcum Wealth
Ohio
$186K +$1.54K +174 +0.8%
OA
49
Oxbow Advisors
Texas
$183K +$15.4K +1,746 +9%
SWM
50
Sugarloaf Wealth Management
Georgia
$177K +$2.94K +333 +2%
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