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CHY

Calamos Convertible and High Income Fund

95 hedge funds and large institutions have $207M invested in Calamos Convertible and High Income Fund in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $195M → $207M (+$12M)

10% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 31

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.55% less ownership

Funds ownership: 17.84%17.29% (-0.55%)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

2% less funds holding

Funds holding: 9795 (-2)

Holders
95
Holders Change
-2
Holders Change %
-2.06%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
34
Reduced
31
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CRC
26
Curi RMB Capital
Illinois
$1.2M
DC
27
Davenport & Co
Virginia
$1.07M +$1.03M +65,473 New
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$994K -$5.61K -355 -0.6%
MAFM
29
Mid Atlantic Financial Management
Pennsylvania
$928K +$179K +11,302 +25%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$911K +$856K +54,159 +3,207%
NFSG
31
Newbridge Financial Services Group
Florida
$824K +$389K +24,611 +95%
CA
32
Cornerstone Advisory
Maryland
$822K
PFS
33
Prospera Financial Services
Texas
$782K -$58.3K -3,687 -7%
Stifel Financial
34
Stifel Financial
Missouri
$762K -$197K -12,473 -21%
SI
35
Stephens Inc
Arkansas
$748K -$6.46K -409 -0.9%
OC
36
Oarsman Capital
Wisconsin
$746K -$6.32K -400 -0.9%
IAIM
37
International Assets Investment Management
Florida
$677K -$781K -49,444 -54%
Truist Financial
38
Truist Financial
North Carolina
$597K -$202K -12,794 -26%
KAS
39
Kestra Advisory Services
Texas
$584K +$142K +8,959 +33%
CCA
40
Cadent Capital Advisors
Oklahoma
$574K -$80.8K -5,116 -13%
SPC
41
Sigma Planning Corp
Michigan
$574K +$32.5K +2,058 +6%
AWA
42
ARQ Wealth Advisors
Arizona
$526K +$9.15K +579 +2%
WAP
43
Wealthcare Advisory Partners
Pennsylvania
$480K +$1.34K +85 +0.3%
SWM
44
Spire Wealth Management
Virginia
$427K +$144K +9,141 +54%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$393K -$501K -31,718 -57%
GLLW
46
Graves Light Lenhart Wealth
Virginia
$389K
FAIM
47
Financial Advocates Investment Management
Washington
$376K +$54.6K +3,456 +18%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$370K
SSWM
49
Sheets Smith Wealth Management
North Carolina
$353K +$837 +53 +0.2%
CPIG
50
Chicago Partners Investment Group
Illinois
$350K -$102K -6,460 -23%

CHY Hedge Fund Activity: Q2 2021 in Review

95 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible and High Income Fund (CHY) for Q2 2021, worth a combined $207M — up 6.2% from $195M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of CHY and 10 opened new positions — a net loss of 1 holder — while 31 trimmed existing stakes and 34 added.

The largest buyer was Advisors Asset Management, adding an estimated $1.64M. The largest seller was Bank of America, cutting an estimated $4.99M.

  • 95 institutional investors held Calamos Convertible and High Income Fund (CHY) as of Q2 2021, down from 97 in Q1 2021.
  • Funds reported $207M of Calamos Convertible and High Income Fund stock for Q2 2021, up 6.2% quarter-over-quarter.
  • 10 funds opened new Calamos Convertible and High Income Fund positions in Q2 2021 and 11 closed out, a net change of -1 holder.
  • The largest Calamos Convertible and High Income Fund buyer in Q2 2021 was Advisors Asset Management, an estimated $1.64M added.
  • The largest Calamos Convertible and High Income Fund seller in Q2 2021 was Bank of America, an estimated $4.99M sold.

Based on aggregated 13F filings for Q2 2021.